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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 %
VCM
1701
Versant Capital Management
Arizona
$248K -$15.1K -61 -6%
ICA
1702
Infrastructure Capital Advisors
New York
$248K +$248K +1,003 New
BWM
1703
BT Wealth Management
Georgia
$247K -$153K -621 -38%
BFPW
1704
BOK Financial Private Wealth
Colorado
$247K -$61.4K -248 -20%
BBA
1705
BLB&B Advisors
Pennsylvania
$247K -$49.8K -201 -17%
SPL
1706
Smart Portfolios LLC
Washington
$247K – – –
SMH
1707
Sanders Morris Harris
Texas
$247K – – –
KC
1708
Knuff & Co
California
$247K – – –
DLG
1709
Daniel L. Goodwin
$247K +$247K +1,000 New
KCPG
1710
Kavar Capital Partners Group
Kansas
$247K +$247K +1,000 New
MSR
1711
Main Street Research
Connecticut
$247K +$247K +1,000 New
MBT
1712
Monroe Bank & Trust
Michigan
$246K – – –
RWA
1713
Ropes Wealth Advisors
Massachusetts
$246K – – –
FHC
1714
First Heartland Consultants
Missouri
$244K -$101K -408 -29%
CCB
1715
Cutter & Co Brokerage
Missouri
$244K +$244K +987 New
ZIC
1716
ZWJ Investment Counsel
Georgia
$242K -$20.3K -82 -8%
SFA
1717
Stewardship Financial Advisors
Georgia
$242K – – –
HKAM
1718
Horizon Kinetics Asset Management
New York
$242K +$242K +980 New
HCM
1719
Howland Capital Management
Massachusetts
$241K -$35.4K -143 -13%
SCG
1720
Sonata Capital Group
Washington
$239K -$37.2K -150 -13%
MA
1721
MCF Advisors
Kentucky
$239K – – –
IA
1722
Independence Advisors
Pennsylvania
$239K – – –
GW
1723
GW & Wade
Massachusetts
$239K +$239K +967 New
WF
1724
WealthTrust Fairport
Ohio
$238K -$51.8K -210 -18%
KP
1725
Keel Point
Alabama
$237K +$15.1K +61 +7%
67 68
69
70 71