UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,926 hedge funds and large institutions have $178B invested in UnitedHealth in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 912 increasing their positions, 719 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,926
Holders Change
-35
Holders Change %
-1.78%
% of All Funds
42.3%
Holding in Top 10
111
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-25%
% of All Funds
2.44%
New
92
Increased
912
Reduced
719
Closed
113
Calls
$1.85B
Puts
$1.88B
Net Calls
-$22.5M
Net Calls Change
-$38.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$676M
2
Renaissance Technologies
Renaissance Technologies
New York
+$353M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$261M
4
Morgan Stanley
Morgan Stanley
New York
+$188M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$175M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$1.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$918M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$843M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$378M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
726
Wright Investors Service
Connecticut
$4.8M -$435 -2 -0%
Lido Advisors
727
Lido Advisors
California
$4.79M -$320K -1,474 -6%
PDM
728
Penn Davis McFarland
Texas
$4.78M +$4.78M +22,010 New
AF
729
Ally Financial
Michigan
$4.78M – – –
NWM
730
Nicola Wealth Management
British Columbia, Canada
$4.78M +$1.74M +8,000 +57%
CAM
731
Cubic Asset Management
Massachusetts
$4.76M +$7.61K +35 +0.2%
CIA
732
Covington Investment Advisors
Pennsylvania
$4.73M – – –
LNWWM
733
Laird Norton Wetherby Wealth Management
California
$4.65M -$126K -578 -3%
LFAS
734
Level Four Advisory Services
Texas
$4.61M +$135K +619 +3%
MC
735
Martin Currie
United Kingdom
$4.6M +$48.7K +224 +1%
JA
736
JLB & Associates
Michigan
$4.59M +$445K +2,050 +11%
PIM
737
Penobscot Investment Management
Massachusetts
$4.57M -$210K -968 -4%
SBIA
738
Sheaff Brock Investment Advisors
Indiana
$4.56M +$4.35K +20 +0.1%
EAMA
739
EFG Asset Management (Americas)
Florida
$4.54M -$298K -1,345 -6%
GFPC
740
Global Financial Private Capital
Florida
$4.48M -$427K -1,964 -9%
CAPTRUST Financial Advisors
741
CAPTRUST Financial Advisors
North Carolina
$4.46M +$10.6K +49 +0.2%
GWM
742
Greenwich Wealth Management
Connecticut
$4.45M -$48.9K -225 -1%
MIC
743
MU Investments Company
Japan
$4.43M – – –
GIA
744
Granite Investment Advisors
New Hampshire
$4.38M -$719K -3,309 -14%
SBL
745
Sargent Bickham Lagudis
Colorado
$4.38M -$52.2K -240 -1%
ASA
746
Armstrong Shaw Associates
Connecticut
$4.38M – – –
IAA
747
Independent Advisor Alliance
North Carolina
$4.36M -$277K -1,238 -6%
FMTC
748
Farmers & Merchants Trust Company
California
$4.35M -$3.69K -17 -0.1%
MMG
749
Monetary Management Group
Missouri
$4.35M +$153K +705 +4%
BCM
750
Bowie Capital Management
Texas
$4.35M +$1.09M +5,000 +33%
28 29
30
31 32