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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 %
CI
1751
CX Institutional
Indiana
$15K – – –
CTB
1752
Country Trust Bank
Illinois
$13K – – –
LF
1753
Lee Financial
Texas
$12K -$88.6K -325 -88%
NSIM
1754
North Star Investment Management
Illinois
$12K – – –
RBC
1755
Roble Belko & Company
Pennsylvania
$12K – – –
JWA
1756
JFS Wealth Advisors
Pennsylvania
$12K +$12K +45 New
IP
1757
Intellectus Partners
California
$11K – – –
TJHA
1758
Thomas J. Herzfeld Advisors
Florida
$11K – – –
NSB
1759
Norway Savings Bank
Maine
$11K – – –
FFW
1760
Fusion Family Wealth
New York
$10K – – –
MFT
1761
Moisand Fitzgerald Tamayo
Florida
$9K – – –
WC
1762
Whitnell & Co
Illinois
$9K – – –
CWM
1763
Catamount Wealth Management
Connecticut
$8K – – –
PCA
1764
Peddock Capital Advisors
Massachusetts
$7K – – –
DWA
1765
Divergent Wealth Advisors
Utah
$7K – – –
SCM
1766
Stanley Capital Management
Texas
$6.65K – – –
SA
1767
SRH Advisors
Kansas
$5K – – –
TC
1768
Truvestments Capital
Florida
$5K +$5K +17 New
MUAMU
1769
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.2K -$532 -2,000 -11%
OWA
1770
One Wealth Advisors
California
$4K – – –
CMBA
1771
C.M. Bidwell & Associates
Hawaii
$4K – – –
NR
1772
Newfound Research
Massachusetts
$3K -$300 -1 -9%
SCA
1773
Stuart Chaussee & Associates
California
$3K – – –
CIR
1774
Clear Investment Research
Georgia
$2K +$2K +7 New
AMCA
1775
Arthur M. Cohen & Associates
Illinois
$1.16K – – –
69 70
71
72 73