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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 %
CB
1776
CNB Bank
Pennsylvania
$190K +$62.5K +253 +49%
SFA
1777
Semmax Financial Advisors
North Carolina
$185K +$86.6K +350 +88%
HCA
1778
Heck Capital Advisors
Wisconsin
$184K +$6.18K +25 +3%
DWM
1779
Destination Wealth Management
California
$181K +$10.4K +42 +6%
WCM
1780
WealthBridge Capital Management
Ohio
$179K +$29.8K +125 +20%
GAM
1781
Gemmer Asset Management
California
$177K -$15.3K -62 -8%
HH
1782
HWG Holdings
Texas
$176K -$5.12M -20,729 -97%
BCA
1783
Berman Capital Advisors
Georgia
$176K +$14.3K +58 +9%
PFO
1784
Pathstone Family Office
New Jersey
$176K +$23.8K +95 +16%
CI
1785
CX Institutional
Indiana
$176K +$96.3K +389 +121%
HIM
1786
Hillsdale Investment Management
Ontario, Canada
$175K +$168K +680 +2,267%
RCM
1787
Requisite Capital Management
Texas
$174K +$174K +704 New
IC
1788
Inscription Capital
Texas
$173K -$48.3K -195 -22%
EMG
1789
ETF Managers Group
New Jersey
$167K +$12.9K +52 +8%
APW
1790
Acima Private Wealth
Virginia
$166K +$39.3K +159 +31%
IDBONY
1791
Israel Discount Bank of New York
New York
$165K – – –
CIAS
1792
Capital Investment Advisory Services
North Carolina
$160K – – –
SHJ
1793
Sharkey, Howes & Javer
Colorado
$158K +$54.2K +220 +52%
FCB
1794
First Command Bank
Texas
$157K – – –
FCFS
1795
First Command Financial Services
Texas
$157K – – –
GTAM
1796
Global Trust Asset Management
Florida
$155K -$420K -1,698 -73%
CWA
1797
Clarus Wealth Advisors
Arizona
$154K -$230K -934 -60%
HI
1798
Hendershot Investments
Virginia
$152K -$36.5K -148 -19%
PB
1799
Pinnacle Bancorp
Nebraska
$152K – – –
LC
1800
Lavaca Capital
Texas
$149K – – –
70 71
72
73 74