UNH icon

UnitedHealth
UNH

Overview Fund Activity

2,156 hedge funds and large institutions have $245B invested in UnitedHealth in 2019 Q4 according to their latest regulatory filings, with 350 funds opening new positions, 783 increasing their positions, 812 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,156
Holders Change
+230
Holders Change %
+11.94%
% of All Funds
42.58%
Holding in Top 10
202
Holding in Top 10 Change
+91
Holding in Top 10 Change %
+81.98%
% of All Funds
3.99%
New
350
Increased
783
Reduced
812
Closed
89
Calls
$2.58B
Puts
$2.64B
Net Calls
-$56.2M
Net Calls Change
-$33.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$2.13B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$996M
3
Capital World Investors
Capital World Investors
California
+$946M
4
ECU
Egerton Capital (UK)
United Kingdom
+$825M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$715M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$455M
2
Bank of America
Bank of America
North Carolina
-$431M
3
Deutsche Bank
Deutsche Bank
Germany
-$368M
4
Renaissance Technologies
Renaissance Technologies
New York
-$353M
5
BlackRock
BlackRock
New York
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
726
Sectoral Asset Management
Quebec, Canada
$6.09M +$6.09M +20,721 New
MAM
727
Morse Asset Management
Connecticut
$6M +$234K +797 +4%
CWM
728
Chronos Wealth Management
Florida
$5.99M +$5.99M +20,364 New
CAM
729
Cozad Asset Management
Illinois
$5.97M +$106K +362 +2%
GWM
730
Greenwich Wealth Management
Connecticut
$5.96M -$49.4K -168 -0.8%
WAS
731
Wealth Advisory Solutions
Indiana
$5.89M +$5.89M +20,039 New
NWM
732
Nicola Wealth Management
British Columbia, Canada
$5.88M -$588K -2,000 -9%
BCM
733
Bowie Capital Management
Texas
$5.88M – – –
FMT
734
First Mercantile Trust
Tennessee
$5.87M +$8.23K +28 +0.1%
FMTC
735
Farmers & Merchants Trust Company
California
$5.86M -$29.1K -99 -0.5%
GIA
736
Granite Investment Advisors
New Hampshire
$5.85M -$81.4K -277 -1%
NA
737
NewEdge Advisors
Louisiana
$5.84M +$505K +1,717 +9%
MMG
738
Monetary Management Group
Missouri
$5.83M -$57.3K -195 -1%
WCM
739
Wedge Capital Management
North Carolina
$5.81M -$1.15M -3,912 -17%
BWA
740
Burt Wealth Advisors
Maryland
$5.81M -$40.6K -138 -0.7%
GFPC
741
Global Financial Private Capital
Florida
$5.8M -$268K -910 -4%
WIS
742
Wright Investors Service
Connecticut
$5.79M -$699K -2,379 -11%
LNWWM
743
Laird Norton Wetherby Wealth Management
California
$5.78M -$513K -1,745 -8%
OIA
744
Optimum Investment Advisors
Illinois
$5.77M -$71.1K -242 -1%
FMBTD
745
First Midwest Bank Trust Division
Illinois
$5.77M +$116K +394 +2%
SCA
746
Stonebridge Capital Advisors
Minnesota
$5.74M +$21.8K +74 +0.4%
SPC
747
Sigma Planning Corp
Michigan
$5.74M +$52K +177 +0.9%
SBL
748
Sargent Bickham Lagudis
Colorado
$5.72M -$204K -694 -3%
AWM
749
Avitas Wealth Management
California
$5.69M +$49.7K +169 +0.9%
BSW
750
Buckingham Strategic Wealth
Missouri
$5.69M +$38.2K +130 +0.7%
28 29
30
31 32