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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
$2.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$15.1B
3
Capital World Investors
Capital World Investors
California
$10.4B
4
Capital Research Global Investors
Capital Research Global Investors
California
$6.01B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$865M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$284M
2
Deutsche Bank
Deutsche Bank
Germany
$1.17B
3
ClearBridge Investments
ClearBridge Investments
New York
$3.91B
4
Goldman Sachs
Goldman Sachs
New York
$1.2B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$8.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1676
Hillsdale Investment Management
Ontario, Canada
$56K -$2.44K -10 -4%
LWS
1677
Lucia Wealth Services
California
$51K -$5.45K -22 -10%
IP
1678
Isthmus Partners
Wisconsin
$49K – – –
SQA
1679
Simon Quick Advisors
New Jersey
$47K +$28.1K +116 +149%
RCWMU
1680
Rothschild & Co Wealth Management (UK)
United Kingdom
$46K +$46K +186 New
MPPLM
1681
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$45K – – –
PO
1682
Private Ocean
California
$39K – – –
ARMC
1683
American Research & Management Company
Massachusetts
$37K – – –
PCM
1684
Princeton Capital Management
New Jersey
$32K – – –
TC
1685
Trilogy Capital
California
$31K +$1.23K +5 +4%
LWM
1686
Lenox Wealth Management
Ohio
$30K -$1.46K -6 -5%
HDIM
1687
Hanson & Doremus Investment Management
Vermont
$29K – – –
MCM
1688
Mainstay Capital Management
Michigan
$29K – – –
RIA
1689
RPG Investment Advisory
California
$28K – – –
GWA
1690
Guidant Wealth Advisors
Illinois
$27K – – –
PCFFS
1691
Pacific Center for Financial Services
California
$27K – – –
MSA
1692
Marino Stram & Associates
Massachusetts
$27K +$982 +4 +4%
LWA
1693
Lowe Wealth Advisors
Maryland
$26K +$241 +1 +0.9%
TDC
1694
Thompson Davis & Co
Virginia
$25K – – –
RIM
1695
Ranger Investment Management
Texas
$25K – – –
OSNBOA
1696
Old Second National Bank of Aurora
Illinois
$25K – – –
WWM
1697
Wagner Wealth Management
South Carolina
$25K +$25K +100 New
IGGA
1698
Iron Gate Global Advisors
Utah
$25K +$25K +103 New
SWMG
1699
Signature Wealth Management Group
Georgia
$24K -$2.18K -9 -8%
CFN
1700
Cordasco Financial Network
Florida
$24K – – –
66 67
68
69 70