UNH icon

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 %
1NWS
1901
1 North Wealth Services
Maryland
$19K +$4.75K +19 +33%
CYG
1902
Clean Yield Group
Vermont
$19K +$6.33K +25 +50%
DAM
1903
Delta Asset Management
Tennessee
$18K – – –
CAL
1904
Capital Advisors Ltd
Ohio
$17K – – –
FPB
1905
First PREMIER Bank
South Dakota
$16K – – –
RFWA
1906
RPg Family Wealth Advisory
Massachusetts
$15.8K -$4M -16,174 -100%
BEI
1907
Benjamin Edwards Inc
Missouri
$12K +$12K +48 New
SL
1908
Salomon & Ludwin
Virginia
$12K +$12K +49 New
TJHA
1909
Thomas J. Herzfeld Advisors
Florida
$11K – – –
RBC
1910
Roble Belko & Company
Pennsylvania
$11K – – –
NSIM
1911
North Star Investment Management
Illinois
$11K – – –
TAIM
1912
TD Ameritrade Investment Management
Nebraska
$10K -$17.6K -74 -64%
NSB
1913
Norway Savings Bank
Maine
$10K – – –
UOTTAIMCU
1914
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10K +$10K +40 New
PCA
1915
Providence Capital Advisors
North Carolina
$10K +$10K +42 New
FFW
1916
Fusion Family Wealth
New York
$9K -$2.92K -12 -24%
MFT
1917
Moisand Fitzgerald Tamayo
Florida
$9K – – –
CCMW
1918
Cypress Capital Management (Wyoming)
Wyoming
$9K +$947 +4 +12%
SCM
1919
Shelton Capital Management
Colorado
$8.31K -$22.5K -5,553 -73%
FRA
1920
Front Row Advisors
California
$8K -$258 -1 -3%
KFS
1921
Kelly Financial Services
Massachusetts
$7.17K +$7.17K +29 New
LPWM
1922
Lake Point Wealth Management
Texas
$7K -$258K -1,105 -97%
CWM
1923
Catamount Wealth Management
Connecticut
$7K -$3.73K -16 -35%
CF
1924
Centaurus Financial
California
$6.56K +$4.3K +1,063 +191%
OWA
1925
One Wealth Advisors
California
$4K -$61.4M -230,201 -100%
75 76
77
78 79