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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 %
ACP
1651
Aviance Capital Partners
Florida
$290K +$23.7K +96 +9%
ATC
1652
Adirondack Trust Company
New York
$290K +$96.6K +415 +50%
VHAM
1653
Van Hulzen Asset Management
California
$288K +$6.43K +26 +2%
RBFC
1654
Roman Butler Fullerton & Co
Missouri
$286K -$430K -1,737 -60%
AIM
1655
Axiom Investment Management
New York
$284K -$9.93K -40 -3%
UWPG
1656
Ullmann Wealth Partners Group
Florida
$283K +$283K +1,146 New
BOS
1657
Bingham Osborn & Scarborough
California
$282K +$5.44K +22 +2%
BWAM
1658
Boyd Watterson Asset Management
Ohio
$282K +$282K +1,142 New
PGA
1659
Premia Global Advisors
Florida
$282K +$282K +1,145 New
AWM
1660
AllSquare Wealth Management
New York
$281K +$27.9K +113 +11%
CL
1661
CIM LLC
New York
$280K -$407K -1,647 -59%
LWCFA
1662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$280K +$10.6K +43 +4%
PAS
1663
Partnervest Advisory Services
California
$279K -$52K -210 -16%
TWM
1664
Torch Wealth Management
Ohio
$278K -$6.18K -25 -2%
HCP
1665
Holt Capital Partners
Texas
$278K – – –
WI
1666
Wedgewood Investors
Pennsylvania
$277K -$49.5K -200 -15%
FCIM
1667
Fairview Capital Investment Management
California
$276K -$6.66K -27 -2%
FSC
1668
Full Sail Capital
Oklahoma
$275K -$126K -511 -31%
EPP
1669
ETF Portfolio Partners
Kansas
$274K – – –
MA
1670
MONECO Advisors
Connecticut
$274K +$274K +1,107 New
OAM
1671
Occidental Asset Management
California
$272K – – –
WA
1672
WealthTrust Axiom
Pennsylvania
$271K – – –
DCM
1673
Dimension Capital Management
Florida
$271K +$271K +1,095 New
V
1674
VeraBank
Texas
$270K -$8.66K -35 -3%
MCM
1675
MV Capital Management
Maryland
$270K – – –
65 66
67
68 69