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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 %
HCM
1751
Hengehold Capital Management
Ohio
$213K -$8.65K -35 -4%
TIA
1752
Tandem Investment Advisors
South Carolina
$212K -$75.5K -306 -26%
MIFH
1753
Migdal Insurance & Financial Holdings
Israel
$212K +$69.6K +281 +49%
FPCG
1754
Fort Pitt Capital Group
Pennsylvania
$211K -$8.91K -36 -4%
DAM
1755
Diamant Asset Management
Connecticut
$211K – – –
ST
1756
Sabal Trust
Florida
$209K -$42.9K -173 -17%
OCM
1757
One Capital Management
California
$208K -$7.67K -31 -4%
TFS
1758
TrustCore Financial Services
Tennessee
$208K +$5.45K +22 +3%
WAM
1759
Weiss Asset Management
Massachusetts
$207K +$207K +839 New
WB
1760
Webster Bank
Connecticut
$206K +$19.8K +80 +11%
FCA
1761
FLC Capital Advisors
California
$206K +$206K +832 New
EHC
1762
Everett Harris & Co
California
$204K – – –
FCMT
1763
Founders Capital Management (Texas)
Texas
$204K – – –
AIM
1764
Aspen Investment Management
Michigan
$203K – – –
RA
1765
RFG Advisory
Alabama
$203K – – –
CAM
1766
Crestone Asset Management
Colorado
$203K +$203K +820 New
BFG
1767
Barber Financial Group
Kansas
$203K +$203K +821 New
UF
1768
Univest Financial
Pennsylvania
$202K -$67.8K -274 -25%
EWM
1769
Elite Wealth Management
Washington
$202K – – –
BRM
1770
Boston Research & Management
Massachusetts
$202K – – –
SGK
1771
Steigerwald Gordon & Koch
Virginia
$201K -$14.8K -60 -7%
LI
1772
LVZ Inc
Michigan
$201K +$201K +814 New
RWG
1773
Regal Wealth Group
California
$198K +$742 +3 +0.4%
WAP
1774
Wealthcare Advisory Partners
Pennsylvania
$193K -$29.6K -120 -13%
AP
1775
Atwood & Palmer
Missouri
$190K – – –
69 70
71
72 73