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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 %
ACM
1676
AUA Capital Management
Pennsylvania
$118K – – –
VNA
1677
Valley National Advisers
Pennsylvania
$117K +$29.3K +110 +33%
BCP
1678
Blue Chip Partners
Michigan
$116K +$531 +2 +0.5%
FWM
1679
Focused Wealth Management
New York
$107K -$2.65K -10 -2%
FBT
1680
First Bank & Trust
South Dakota
$107K +$5.12K +19 +5%
TFO
1681
Tarbox Family Office
California
$106K – – –
MSA
1682
Marino Stram & Associates
Massachusetts
$106K +$76.6K +287 +261%
MWM
1683
MinichMacGregor Wealth Management
New York
$104K +$2.41K +9 +2%
WVP
1684
Worth Venture Partners
New Jersey
$104K +$104K +390 New
WA
1685
WealthTrust-Arizona
Arizona
$103K +$26.6K +100 +35%
TFA
1686
Toth Financial Advisory
Virginia
$102K – – –
GCM
1687
Gables Capital Management
Florida
$101K – – –
AP
1688
Atwood & Palmer
Missouri
$99K – – –
CFD
1689
Creative Financial Designs
Indiana
$96K -$51.9K -194 -35%
FMP
1690
Financial Management Professionals
Texas
$95K – – –
SWP
1691
Strategic Wealth Partners
Ohio
$94K – – –
RIM
1692
Ranger Investment Management
Texas
$93K +$66.4K +250 +250%
FIA
1693
FNY Investment Advisers
New York
$93K +$93K +350 New
CHC
1694
City Holding Co
West Virginia
$89K – – –
WAS
1695
Winch Advisory Services
Wisconsin
$89K +$265 +1 +0.3%
FMTCOCP
1696
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K – – –
LWS
1697
Lucia Wealth Services
California
$88K +$32.9K +123 +60%
EA
1698
Elm Advisors
California
$88K +$88K +330 New
ICM
1699
IMS Capital Management
Oregon
$85K +$85K +319 New
CFG
1700
CKW Financial Group
Hawaii
$81K -$27K -100 -25%
66 67
68
69 70