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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 %
ACM
1826
AUA Capital Management
Pennsylvania
$110K – – –
PHK
1827
Point72 Hong Kong
Hong Kong
$110K +$110K +444 New
VNA
1828
Valley National Advisers
Pennsylvania
$109K -$23.8K -96 -18%
AOWM
1829
Alpha Omega Wealth Management
Virginia
$104K – – –
FWM
1830
Focused Wealth Management
New York
$102K – – –
APC
1831
Aspire Private Capital
North Carolina
$101K -$20.8K -84 -17%
LWM
1832
Lenox Wealth Management
Ohio
$101K +$46.7K +188 +86%
TFO
1833
Tarbox Family Office
California
$99K -$495 -2 -0.5%
MCA
1834
Mercer Capital Advisers
New Jersey
$99K – – –
GCM
1835
Gables Capital Management
Florida
$99K +$5.45K +22 +6%
TFA
1836
Toth Financial Advisory
Virginia
$94K – – –
MSA
1837
Marino Stram & Associates
Massachusetts
$89K – – –
FMP
1838
Financial Management Professionals
Texas
$88K – – –
WCG
1839
Weaver Consulting Group
California
$88K +$88K +355 New
RIM
1840
Ranger Investment Management
Texas
$87K – – –
WAS
1841
Winch Advisory Services
Wisconsin
$87K +$3.72K +15 +4%
SIAP
1842
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$83K – – –
BWA
1843
BDO Wealth Advisors
Florida
$82K -$124K -500 -60%
PWM
1844
PRW Wealth Management
Massachusetts
$81K -$1.46K -6 -2%
SIM
1845
Sonora Investment Management
Arizona
$81K +$12.6K +51 +18%
NC
1846
NewSquare Capital
Pennsylvania
$77K -$5.45K -22 -7%
LWS
1847
Lucia Wealth Services
California
$77K +$6.44K +26 +9%
CFG
1848
CKW Financial Group
Hawaii
$74K – – –
KIG
1849
Kessler Investment Group
Indiana
$74K +$55.7K +226 +305%
SHIM
1850
Stone House Investment Management
Pennsylvania
$73K +$73K +294 New
72 73
74
75 76