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UnitedHealth
UNH

Overview Fund Activity

1,692 hedge funds and large institutions have $178B invested in UnitedHealth in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 649 increasing their positions, 715 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+19
Holders Change %
+1.14%
% of All Funds
38.83%
Holding in Top 10
163
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.89%
% of All Funds
3.74%
New
130
Increased
649
Reduced
715
Closed
94
Calls
$770M
Puts
$1.44B
Net Calls
-$672M
Net Calls Change
+$327M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$706M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$351M
5
UBS Group
UBS Group
Switzerland
+$266M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.1B
3
State Street
State Street
Massachusetts
-$515M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$443M
5
Dodge & Cox
Dodge & Cox
California
-$430M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1751
Titus Wealth Management
California
– -$336K -1,524 Closed
EWM
1752
Evermay Wealth Management
Virginia
– -$334K -1,514 Closed
PM
1753
Parametrica Management
Hong Kong
– -$327K -1,481 Closed
BL
1754
BFSG LLC
California
– -$323K -1,463 Closed
RIG
1755
Renaissance Investment Group
Massachusetts
– -$306K -1,390 Closed
SGK
1756
Steigerwald Gordon & Koch
Virginia
– -$257K -1,164 Closed
AWA
1757
Arete Wealth Advisors
Illinois
– -$232K -1,054 Closed
MIA
1758
MainStreet Investment Advisors
Illinois
– -$231K -1,047 Closed
NED
1759
Nancy E. Dempze
– -$230K -1,044 Closed
FCFC
1760
First Commonwealth Financial Corp
Pennsylvania
– -$229K -1,038 Closed
HWM
1761
Highwater Wealth Management
Colorado
– -$226K -1,025 Closed
CWM
1762
Concentric Wealth Management
California
– -$220K -1,000 Closed
SWM
1763
Sequoia Wealth Management
Illinois
– -$222K -990 Closed
HIS
1764
Horizon Investment Services
Indiana
– -$212K -960 Closed
TFF
1765
The Family Firm
Maryland
– -$205K -932 Closed
BFG
1766
Barber Financial Group
Kansas
– -$203K -921 Closed
HCM
1767
Hengehold Capital Management
Ohio
– -$202K -917 Closed
WFMPM
1768
Woodley Farra Manion Portfolio Management
Indiana
– -$202K -916 Closed
KC
1769
Kingfisher Capital
North Carolina
– -$200K -908 Closed
NWS
1770
Newport Wealth Strategies
California
– -$214K -904 Closed
AIP
1771
Almanack Investment Partners
Pennsylvania
– -$192K -870 Closed
AWM
1772
Aries Wealth Management
Maine
– -$202K -829 Closed
KJWM
1773
Kiley Juergens Wealth Management
Washington
– -$171K -776 Closed
WA
1774
Winfield Associates
Ohio
– -$143K -645 Closed
BCP
1775
Blue Chip Partners
Michigan
– -$136K -617 Closed
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