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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
1726
Virtue Capital Management
Tennessee
$236K +$29K +117 +14%
CWM
1727
Circle Wealth Management
New Jersey
$235K -$9.65K -39 -4%
CCM
1728
Chickasaw Capital Management
Tennessee
$235K – – –
PAM
1729
Premier Asset Management
Illinois
$235K +$6.91K +28 +3%
AQA
1730
Alpha Quant Advisors
Texas
$234K -$44.4K -180 -16%
WPW
1731
Winthrop Partners - WNY
New York
$234K -$33.9K -138 -13%
CAGAS
1732
Capital Advisory Group Advisory Services
Minnesota
$233K – – –
SFSG
1733
Stearns Financial Services Group
North Carolina
$232K -$113K -455 -33%
BSB
1734
Bangor Savings Bank
Maine
$231K +$2.97K +12 +1%
RG
1735
Rathbones Group
United Kingdom
$230K -$49.4K -200 -18%
LWM
1736
Liberty Wealth Management
California
$230K +$13.6K +55 +6%
HFA
1737
Hoover Financial Advisors
Pennsylvania
$228K – – –
PAM
1738
Private Asset Management
California
$228K +$228K +923 New
PWAP
1739
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$7.67K +31 +3%
MIM
1740
Moseley Investment Management
Florida
$225K +$225K +908 New
CWM
1741
Concentric Wealth Management
California
$223K – – –
DA
1742
Dillon & Associates
Michigan
$222K – – –
CG
1743
Corundum Group
Colorado
$217K – – –
JLBC
1744
J.L. Bainbridge & Co
Florida
$217K +$241 +1 +0.1%
MWM
1745
Mascoma Wealth Management
New Hampshire
$217K +$2.22K +9 +1%
BFC
1746
Bedel Financial Consulting
Indiana
$217K +$4.95K +20 +2%
PCAP
1747
Pratt Collard Advisory Partners
New York
$217K +$11.6K +47 +6%
NG
1748
Northstar Group
New York
$216K +$216K +874 New
CCM
1749
Compton Capital Management
Rhode Island
$215K -$241K -971 -53%
JCM
1750
Jacobi Capital Management
Pennsylvania
$215K -$14.3K -58 -6%
68 69
70
71 72