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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 %
FFW
1676
Fusion Family Wealth
New York
$8K – – –
TC
1677
Trust Company
Kansas
$8K – – –
WC
1678
Whitnell & Co
Illinois
$7K -$37.1K -180 -84%
MFT
1679
Moisand Fitzgerald Tamayo
Florida
$7K – – –
CWM
1680
Catamount Wealth Management
Connecticut
$6K -$4K -20 -40%
CTB
1681
Country Trust Bank
Illinois
$6K – – –
CIA
1682
Covington Investment Advisors
Pennsylvania
$4.73K +$70 +325 +1%
SLF
1683
Sun Life Financial
Ontario, Canada
$4.4K -$5.51K -1,179 -56%
SA
1684
SRH Advisors
Kansas
$4K – – –
HWP
1685
Hefty Wealth Partners
Indiana
$3K -$1.36M -6,784 -100%
CA
1686
Crewe Advisors
Utah
$3K – – –
CMBA
1687
C.M. Bidwell & Associates
Hawaii
$3K – – –
JWA
1688
JFS Wealth Advisors
Pennsylvania
$3K +$231 +1 +8%
NR
1689
Newfound Research
Massachusetts
$3K +$2.31K +10 +333%
SCA
1690
Stuart Chaussee & Associates
California
$2K – – –
HI
1691
Hudock Inc
Pennsylvania
$2K – – –
AFNAS
1692
American Financial Network Advisory Services
California
$1.37K -$62.5K -5,502 -98%
FRA
1693
Front Row Advisors
California
$1K +$1K +7 New
LFG
1694
LifePlan Financial Group
Ohio
$1K +$1K +7 New
SCM
1695
Suvretta Capital Management
New York
– -$117M -529,545 Closed
O
1696
OrbiMed
New York
– -$52.8M -239,500 Closed
Assenagon Asset Management
1697
Assenagon Asset Management
Luxembourg
– -$51.7M -234,304 Closed
Point72 Asset Management
1698
Point72 Asset Management
Connecticut
– -$36.5M -165,600 Closed
TCA
1699
Taconic Capital Advisors
New York
– -$14.8M -90,000 Closed
BCM
1700
Barometer Capital Management
Ontario, Canada
– -$18.9M -85,880 Closed
66 67
68
69 70