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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 %
TCM
1701
Tradewinds Capital Management
Washington
$81K – – –
SIS
1702
Sound Income Strategies
Florida
$78K – – –
NC
1703
NewSquare Capital
Pennsylvania
$77K +$1.34K +5 +2%
FGAM
1704
Financial Gravity Asset Management
Texas
$76K +$3.6K +14 +5%
TG
1705
TLP Group
Illinois
$67K -$14.7K -55 -18%
HI
1706
Hudock Inc
Pennsylvania
$67K +$266 +1 +0.4%
BA
1707
Ballew Advisors
Mississippi
$65K -$10.4K -40 -14%
TCM
1708
TD Capital Management
Tennessee
$63K – – –
SQA
1709
Simon Quick Advisors
New Jersey
$63K +$11.4K +43 +22%
WWM
1710
Wagner Wealth Management
South Carolina
$63K +$36.4K +137 +137%
SIM
1711
Sonora Investment Management
Arizona
$62K – – –
PAMG
1712
Patton Albertson Miller Group
Tennessee
$58K +$58K +226 New
IP
1713
Isthmus Partners
Wisconsin
$53K – – –
LWM
1714
Lenox Wealth Management
Ohio
$49K +$16.2K +61 +50%
HWM
1715
Holloway Wealth Management
Florida
$48K -$22K – –
TDC
1716
Thompson Davis & Co
Virginia
$47K +$20.4K +77 +77%
VEA
1717
Virtus ETF Advisers
New York
$44K +$44K +167 New
PO
1718
Private Ocean
California
$42K – – –
ARMC
1719
American Research & Management Company
Massachusetts
$40K – – –
PVH
1720
Psagot Value Holdings
Israel
$40K +$40K +150 New
PCM
1721
Princeton Capital Management
New Jersey
$35K – – –
TC
1722
Trilogy Capital
California
$34K – – –
HDIM
1723
Hanson & Doremus Investment Management
Vermont
$32K – – –
RIA
1724
RPG Investment Advisory
California
$31K – – –
MCM
1725
Mainstay Capital Management
Michigan
$31K – – –
67 68
69
70 71