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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 %
TC
1876
Truvestments Capital
Florida
$42K +$42K +171 New
PO
1877
Private Ocean
California
$39K – – –
ARMC
1878
American Research & Management Company
Massachusetts
$37K – – –
CMBA
1879
C.M. Bidwell & Associates
Hawaii
$36K – – –
CH
1880
Canton Hathaway
Rhode Island
$36K +$36K +149 New
WAM
1881
Wakefield Asset Management
Colorado
$35K -$342K -1,368 -91%
PCM
1882
Princeton Capital Management
New Jersey
$33K – – –
HGWM
1883
Harvest Group Wealth Management
Massachusetts
$31K +$31K +127 New
HDIM
1884
Hanson & Doremus Investment Management
Vermont
$30K – – –
RIA
1885
RPG Investment Advisory
California
$28K – – –
GWA
1886
Guidant Wealth Advisors
Illinois
$28K +$3K +12 +12%
FEG
1887
Financial Enhancement Group
Indiana
$27K -$362K -1,446 -93%
PCFFS
1888
Pacific Center for Financial Services
California
$27K – – –
LWA
1889
Lowe Wealth Advisors
Maryland
$26K – – –
OAJ
1890
Ogorek Anthony Joseph
New York
$26K – – –
RFM
1891
Royal Fund Management
Florida
$24K – – –
CFN
1892
Cordasco Financial Network
Florida
$24K – – –
WCM
1893
Wealthcare Capital Management
Virginia
$23K – – –
ME
1894
McIlrath & Eck
Washington
$22K -$978 -4 -4%
HWM
1895
Holloway Wealth Management
Florida
$22K -$39K – –
CAM
1896
CenterStar Asset Management
Illinois
$21K -$211K – –
SAM
1897
Shamrock Asset Management
Texas
$21K – – –
TC
1898
Trust Company
Kansas
$20K – – –
KL
1899
KWMG LLC
Kansas
$20K – – –
OSAM
1900
O'Shaughnessy Asset Management
Connecticut
$19K – – –
74 75
76
77 78