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UnitedHealth
UNH

Overview Fund Activity

1,692 hedge funds and large institutions have $178B invested in UnitedHealth in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 649 increasing their positions, 715 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+19
Holders Change %
+1.14%
% of All Funds
38.83%
Holding in Top 10
163
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.89%
% of All Funds
3.74%
New
130
Increased
649
Reduced
715
Closed
94
Calls
$770M
Puts
$1.44B
Net Calls
-$672M
Net Calls Change
+$327M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$706M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$351M
5
UBS Group
UBS Group
Switzerland
+$266M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.1B
3
State Street
State Street
Massachusetts
-$515M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$443M
5
Dodge & Cox
Dodge & Cox
California
-$430M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1651
Shamrock Asset Management
Texas
$21K – – –
CFN
1652
Cordasco Financial Network
Florida
$21K – – –
TDC
1653
Thompson Davis & Co
Virginia
$21K – – –
PWAG
1654
Polaris Wealth Advisory Group
California
$21K +$21K +100 New
CB
1655
CNB Bank
Pennsylvania
$19K -$11.2K -53 -37%
HFP
1656
Holistic Financial Partners
Indiana
$18K -$5.44K -26 -23%
SQA
1657
Simon Quick Advisors
New Jersey
$17K -$269K -1,235 -94%
Nomura Holdings
1658
Nomura Holdings
Japan
$16.6K -$12.9K -59,047 -44%
CIM
1659
Contravisory Investment Management
Massachusetts
$15K -$11.5K -52 -43%
ST
1660
Sageworth Trust
Pennsylvania
$15K +$6.09K +28 +68%
AWA
1661
Acorn Wealth Advisors
Michigan
$14K – – –
RFWA
1662
RPg Family Wealth Advisory
Massachusetts
$13.7K – – –
OAJ
1663
Ogorek Anthony Joseph
New York
$12K – – –
FEG
1664
Financial Enhancement Group
Indiana
$12K +$12K +58 New
CJA
1665
C-J Advisory
California
$11K – – –
WCM
1666
Wealthcare Capital Management
Virginia
$11K +$7.92K +36 +257%
WC
1667
Whitney & Co
New York
$11K +$11K +50 New
KIG
1668
Kessler Investment Group
Indiana
$10K – – –
RBC
1669
Roble Belko & Company
Pennsylvania
$10K – – –
TJHA
1670
Thomas J. Herzfeld Advisors
Florida
$9K -$1.47K -7 -14%
NSB
1671
Norway Savings Bank
Maine
$9K – – –
NSIM
1672
North Star Investment Management
Illinois
$9K – – –
DWA
1673
Divergent Wealth Advisors
Utah
$9K +$9K +42 New
CCA
1674
Clearwater Capital Advisors
Illinois
$9K +$9K +43 New
DAM
1675
Delta Asset Management
Tennessee
$8K – – –
65 66
67
68 69