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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 %
Group One Trading
1801
Group One Trading
Illinois
$149K +$149K +603 New
GT
1802
Glenmede Trust
Pennsylvania
$147K -$7.07K -28,580 -5%
WOC
1803
West Oak Capital
California
$147K +$6.19K +25 +4%
QAM
1804
QCI Asset Management
New York
$146K – – –
CA
1805
Centerpoint Advisors
Massachusetts
$145K – – –
BWM
1806
Baystate Wealth Management
Massachusetts
$144K +$3.69K +16 +3%
CAM
1807
Columbia Asset Management
Michigan
$141K – – –
DWA
1808
Dougherty Wealth Advisers
Minnesota
$141K – – –
AWM
1809
Aevitas Wealth Management
Massachusetts
$140K +$247 +1 +0.2%
HI
1810
Human Investing
Oregon
$138K -$56.5K -229 -29%
KPCM
1811
Kings Point Capital Management
New York
$133K – – –
PCMK
1812
Paragon Capital Management (Kansas)
Kansas
$130K +$130K +526 New
BCP
1813
Blue Chip Partners
Michigan
$127K +$496 +2 +0.4%
FMTCOCP
1814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127K +$45.5K +184 +56%
SWP
1815
Strategic Wealth Partners
Ohio
$126K +$26.2K +107 +26%
CHC
1816
City Holding Co
West Virginia
$125K +$42K +170 +51%
CPA
1817
Cowen Prime Advisors
New York
$124K – – –
FBT
1818
First Bank & Trust
South Dakota
$124K +$2.96K +12 +2%
NIM
1819
NuWave Investment Management
New Jersey
$124K +$84.5K +342 +214%
IRC
1820
Investors Research Corp
Georgia
$119K +$119K +481 New
BL
1821
Balentine LLC
Georgia
$118K – – –
NWM
1822
Northwest Wealth Management
Iowa
$118K – – –
M
1823
MOTCO
Texas
$112K -$4.19K -17 -4%
IWA
1824
Intercontinental Wealth Advisors
Texas
$112K +$248 +1 +0.2%
LPIC
1825
LeJeune Puetz Investment Counsel
Michigan
$110K – – –
71 72
73
74 75