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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 %
MCM
1676
MV Capital Management
Maryland
$270K – – –
AP
1677
Arlington Partners
Alabama
$270K +$270K +1,090 New
HR
1678
Hayden Royal
North Carolina
$269K -$5.26M -21,317 -95%
IIC
1679
Integrated Investment Consultants
Michigan
$269K -$4.45K -18 -2%
HIS
1680
Harvest Investment Services
Illinois
$268K +$9.06K +37 +4%
IIA
1681
IPG Investment Advisors
California
$267K +$58.1K +235 +28%
JF
1682
JSF Financial
California
$267K – – –
EWM
1683
Empirical Wealth Management
Washington
$265K +$51.2K +207 +24%
FIM
1684
Frontier Investment Management
Texas
$265K +$265K +1,072 New
FC
1685
Financial Consulate
Maryland
$264K +$3.46K +14 +1%
EWA
1686
ERTS Wealth Advisors
Michigan
$263K +$82.7K +335 +46%
KC
1687
Kingfisher Capital
North Carolina
$261K -$23.8K -96 -8%
CC
1688
Courier Capital
New York
$261K -$17.8K -72 -6%
FCMC
1689
Founders Capital Management (Connecticut)
Connecticut
$259K – – –
WPA
1690
West Paces Advisors
Georgia
$259K – – –
CIC
1691
Chilton Investment Company
Connecticut
$258K -$22K -89 -8%
FA
1692
Fortis Advisors
Pennsylvania
$258K +$35.8K +145 +16%
OFW
1693
Omnia Family Wealth
Florida
$256K -$17.1K -69 -6%
BST
1694
Bath Savings Trust
Maine
$256K +$256K +1,032 New
VV
1695
Verity & Verity
South Carolina
$256K +$256K +1,035 New
CIC
1696
Crawford Investment Counsel
Georgia
$254K -$12.4K -50 -5%
KPW
1697
Kore Private Wealth
New York
$253K -$6.42K -26 -2%
SNT
1698
Security National Trust
West Virginia
$251K -$10.1K -41 -4%
HCM
1699
Hollencrest Capital Management
California
$251K – – –
WBG
1700
Wharton Business Group
Pennsylvania
$249K -$2.96K -12 -1%
66 67
68
69 70