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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 %
SFFS
876
Stonehage Fleming Financial Services
Jersey
$3.88M +$116K +395 +3%
BFC
877
Blue Fin Capital
Rhode Island
$3.88M +$89.5K +305 +2%
RC
878
Roundview Capital
New Jersey
$3.87M +$362K +1,230 +10%
IFAM
879
Institutional & Family Asset Management
Colorado
$3.87M -$719K -2,445 -16%
EBT
880
Enterprise Bank & Trust
Massachusetts
$3.86M +$17.1K +58 +0.4%
GIA
881
GHP Investment Advisors
Colorado
$3.84M +$77K +262 +2%
IWS
882
Insight Wealth Strategies
California
$3.84M +$92K +313 +2%
MFS
883
Monetta Financial Services
Illinois
$3.82M – – –
VCWA
884
Vanguard Capital Wealth Advisors
Colorado
$3.82M -$8.82K -30 -0.2%
RIM
885
Regent Investment Management
Kentucky
$3.82M +$56.1K +191 +1%
AWM
886
Avior Wealth Management
Nebraska
$3.78M +$70.2K +239 +2%
IAN
887
Integrated Advisors Network
Texas
$3.76M +$3.76M +12,804 New
S
888
SignatureFD
Georgia
$3.75M +$1.88M +6,392 +100%
IWA
889
IBEX Wealth Advisors
New Jersey
$3.75M -$157K -535 -4%
FM
890
Family Management
New York
$3.71M +$6.76K +23 +0.2%
NONA
891
Ninety One North America
New York
$3.69M +$225K +764 +6%
MA
892
Montag & Associates
Georgia
$3.69M +$80.8K +275 +2%
CCM
893
Carderock Capital Management
Maryland
$3.68M +$113K +383 +3%
SCM
894
Schnieders Capital Management
California
$3.68M +$112K +380 +3%
BA
895
Bristlecone Advisors
Washington
$3.67M +$570K +1,938 +18%
TAM
896
Tealwood Asset Management
Minnesota
$3.65M +$17.1K +58 +0.5%
VNA
897
Valley National Advisers
Pennsylvania
$3.64M +$1.03M +3,493 +39%
JRP
898
Jasper Ridge Partners
California
$3.64M – – –
ASN
899
Advisory Services Network
Georgia
$3.63M -$105K -358 -3%
FFA
900
Fragasso Financial Advisors
Pennsylvania
$3.62M +$274K +931 +8%
34 35
36
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