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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 %
GRP
951
Global Retirement Partners
California
$3.09M -$388K -1,321 -11%
FL
952
Fort LP
Maryland
$3.07M +$75.6K +257 +3%
SCM
953
Shelton Capital Management
Colorado
$3.07M +$626K +2,130 +26%
AAMA
954
Advanced Asset Management Advisors
Ohio
$3.06M – – –
MC
955
Muhlenkamp & Co
Pennsylvania
$3.05M +$13.8K +47 +0.5%
MWM
956
Marietta Wealth Management
Georgia
$3.02M +$53.8K +183 +2%
HIC
957
Holderness Investments Company
North Carolina
$3.02M -$82K -279 -3%
DA
958
Doliver Advisors
Texas
$3.02M -$298K -1,014 -9%
CIC
959
Chase Investment Counsel
Virginia
$3.02M +$3.02M +10,264 New
WI
960
WrapManager Inc
California
$2.99M -$180K -611 -6%
ADL
961
Asset Dedication LLC
California
$2.99M +$307K +1,043 +11%
BP
962
Ballentine Partners
Massachusetts
$2.98M -$58.5K -199 -2%
Cetera Investment Advisers
963
Cetera Investment Advisers
Illinois
$2.98M +$8.53K +29 +0.3%
MSAM
964
Moloney Securities Asset Management
Missouri
$2.98M +$11.2K +38 +0.4%
KJHP
965
K.J. Harrison & Partners
Ontario, Canada
$2.97M -$302K -1,026 -9%
CS
966
Cannell & Spears
New York
$2.97M +$38.5K +131 +1%
JSMC
967
Jess S. Morgan & Co
California
$2.96M +$2.96M +10,062 New
BAM
968
Berkshire Asset Management
Pennsylvania
$2.93M -$412K -1,403 -12%
IHL
969
Investment House LLC
California
$2.93M – – –
SC
970
Scholtz & Company
Connecticut
$2.89M +$33.8K +115 +1%
CI
971
CX Institutional
Indiana
$2.89M +$374K +1,271 +15%
LOAME
972
Lombard Odier Asset Management (Europe)
United Kingdom
$2.87M – – –
SSWM
973
Sheets Smith Wealth Management
North Carolina
$2.87M +$960K +3,275 +50%
MC
974
Moors & Cabot
Massachusetts
$2.87M -$2.01M -6,822 -41%
ACM
975
Aljian Capital Management
Nevada
$2.86M -$481K -1,638 -14%
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