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UnitedHealth
UNH

Overview Fund Activity

1,780 hedge funds and large institutions have $221B invested in UnitedHealth in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 713 increasing their positions, 703 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,780
Holders Change
+29
Holders Change %
+1.66%
% of All Funds
40.76%
Holding in Top 10
228
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.7%
% of All Funds
5.22%
New
111
Increased
713
Reduced
703
Closed
66
Calls
$1.37B
Puts
$1.3B
Net Calls
+$70.7M
Net Calls Change
+$114M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$3B
2
State Street
State Street
Massachusetts
+$540M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$286M
5
Morgan Stanley
Morgan Stanley
New York
+$265M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.09B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$334M
4
ECU
Egerton Capital (UK)
United Kingdom
-$327M
5
LPC
Lone Pine Capital
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
1651
First Command Bank
Texas
$187K -$34.7K -130 -16%
MUS
1652
Mitsubishi UFJ Securities
Japan
$184K – – –
KPCM
1653
Kings Point Capital Management
New York
$183K – – –
IDBONY
1654
Israel Discount Bank of New York
New York
$177K -$2.65K -10 -1%
ONST
1655
Old North State Trust
North Carolina
$172K +$172K +650 New
SHJ
1656
Sharkey, Howes & Javer
Colorado
$171K – – –
BAM
1657
Bruderman Asset Management
New York
$166K – – –
PFO
1658
Pathstone Family Office
New Jersey
$160K +$150K +558 +1,431%
M
1659
MOTCO
Texas
$158K – – –
CAM
1660
Columbia Asset Management
Michigan
$152K +$152K +571 New
CFGS
1661
Concourse Financial Group Securities
Alabama
$152K +$152K +573 New
WOC
1662
West Oak Capital
California
$151K – – –
AWM
1663
Aevitas Wealth Management
Massachusetts
$150K +$26.9K +101 +22%
QAM
1664
QCI Asset Management
New York
$149K – – –
CCM
1665
Cribstone Capital Management
Maine
$143K -$7.69K -29 -5%
EMG
1666
ETF Managers Group
New Jersey
$139K -$1.83M -6,897 -93%
CPA
1667
Cowen Prime Advisors
New York
$133K – – –
KC
1668
KHP Capital
Oklahoma
$133K – – –
NWM
1669
Northwest Wealth Management
Iowa
$127K – – –
BL
1670
Balentine LLC
Georgia
$127K +$127K +478 New
BWM
1671
Baystate Wealth Management
Massachusetts
$124K +$263 +1 +0.2%
JFA
1672
JNBA Financial Advisors
Minnesota
$120K -$364K -1,364 -75%
AOWM
1673
Alpha Omega Wealth Management
Virginia
$120K – – –
PWAG
1674
Polaris Wealth Advisory Group
California
$120K +$120K +451 New
SIAP
1675
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K +$36.4K +137 +44%
65 66
67
68 69