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UnitedHealth
UNH

Overview Fund Activity

1,939 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 871 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.03%
Holding in Top 10
175
Holding in Top 10 Change
-104
Holding in Top 10 Change %
-37.28%
% of All Funds
3.79%
New
143
Increased
871
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$763M
2
Capital World Investors
Capital World Investors
California
+$564M
3
Capital International Investors
Capital International Investors
California
+$514M
4
State Street
State Street
Massachusetts
+$409M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$379M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$555M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
4
ECU
Egerton Capital (UK)
United Kingdom
-$459M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
1626
Hunter Associates Investment Management
Pennsylvania
$309K – – –
NWP
1627
Northstar Wealth Partners
Connecticut
$308K -$25K -101 -7%
EWM
1628
Endurance Wealth Management
Rhode Island
$308K – – –
PCM
1629
Parsons Capital Management
Rhode Island
$307K -$27.7K -112 -8%
LAIC
1630
Lederer & Associates Investment Counsel
California
$307K +$307K +1,241 New
AWM
1631
Aries Wealth Management
Maine
$304K +$304K +1,230 New
CCM
1632
Crossvault Capital Management
Texas
$303K -$1.35M -5,476 -82%
GLA
1633
Good Life Advisors
Pennsylvania
$303K +$49.5K +204 +20%
BIM
1634
Baldwin Investment Management
Pennsylvania
$302K +$35.9K +145 +13%
EWM
1635
Evermay Wealth Management
Virginia
$301K +$301K +1,216 New
RWP
1636
RWA Wealth Partners
Massachusetts
$297K -$3.95K -16 -1%
PCMC
1637
Paragon Capital Management (Colorado)
Colorado
$297K – – –
KAM
1638
Kassirer Asset Management
Ontario, Canada
$297K – – –
NEAM
1639
New England Asset Management
Connecticut
$297K – – –
DSA
1640
Droms Strauss Advisors
Missouri
$297K – – –
SCM
1641
Stonebridge Capital Management
California
$297K +$24.8K +100 +9%
AB
1642
AT Bancorp
Iowa
$296K -$4.21K -17 -1%
AW
1643
Alpha Windward
Massachusetts
$296K -$3.71K -15 -1%
BS
1644
Boenning & Scattergood
Pennsylvania
$296K +$296K +1,196 New
APG
1645
Abacus Planning Group
South Carolina
$293K – – –
WLIM
1646
White Lighthouse Investment Management
Massachusetts
$292K -$31.5K -127 -10%
VST
1647
Van Strum & Towne
California
$291K – – –
LNB
1648
Ledyard National Bank
$290K -$6.19K -25 -2%
VA
1649
Valmark Advisers
Ohio
$290K -$1.49K -6 -0.5%
PFA
1650
Pathway Financial Advisors
Vermont
$290K – – –
64 65
66
67 68