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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 %
SLWS
926
Swaine & Leidel Wealth Services
Florida
$3.38M +$3.38M +11,512 New
AIM
927
Anchor Investment Management
South Carolina
$3.38M +$30K +102 +0.9%
BOC
928
Barbara Oil Co
Illinois
$3.38M – – –
FMB
929
Field & Main Bank
Kentucky
$3.38M +$5.88K +20 +0.2%
CCP
930
Corient Capital Partners
California
$3.37M +$395K +1,344 +13%
TCOV
931
Trust Company of Vermont
Vermont
$3.37M +$74.7K +254 +2%
SWP
932
Stratos Wealth Partners
Ohio
$3.32M -$52.6K -179 -2%
FM
933
Foster & Motley
Ohio
$3.32M -$392K -1,334 -11%
PIG
934
Pantheon Investment Group
California
$3.29M +$3.29M +11,171 New
WIC
935
Woodmont Investment Counsel
Tennessee
$3.26M -$196K -667 -6%
RWM
936
RBA Wealth Management
California
$3.26M +$71.3K +243 +2%
SCA
937
Stokes Capital Advisors
South Carolina
$3.25M -$78.2K -266 -2%
SH
938
Svenska Handelsbanken
Sweden
$3.2M – – –
NGA
939
Naples Global Advisors
Florida
$3.19M +$20.3K +69 +0.6%
CT
940
Clearstead Trust
Maine
$3.18M -$217K -737 -6%
SEEDPG
941
S.E.E.D. Planning Group
New York
$3.17M +$3.17M +10,796 New
FI
942
Fosun International
China
$3.15M -$1.14M -3,860 -27%
OAM
943
Optimal Asset Management
California
$3.15M +$3.15M +10,721 New
RFA
944
Reilly Financial Advisors
California
$3.14M +$34.7K +118 +1%
JSL
945
JT Stratford LLC
Georgia
$3.14M -$377K -1,284 -11%
CIA
946
Capital Investment Advisors
Georgia
$3.13M +$157K +534 +5%
AG
947
Algert Global
California
$3.12M +$543K +1,846 +21%
DPIM
948
Duff & Phelps Investment Management
Illinois
$3.12M +$44.1K +150 +1%
SIG
949
Sky Investment Group
Connecticut
$3.11M -$68.5K -233 -2%
EFS
950
Essex Financial Services
Connecticut
$3.11M +$62K +211 +2%
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