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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 %
BWM
976
Buckley Wealth Management
Nevada
$2.85M -$116K -394 -4%
AC
977
Arjuna Capital
North Carolina
$2.84M +$21.2K +72 +0.7%
PA
978
Parallel Advisors
California
$2.83M +$151K +513 +6%
SSG
979
Summit Securities Group
New York
$2.82M +$1.82M +6,200 +182%
KA
980
Kintegral Advisory
New York
$2.82M – – –
Kovitz Investment Group Partners
981
Kovitz Investment Group Partners
Illinois
$2.82M -$119K -406 -4%
DLG
982
Daniel L. Goodwin
$2.81M -$29.4K -100 -1%
PVH
983
Psagot Value Holdings
Israel
$2.8M +$85K +289 +3%
BCWM
984
Blue Chip Wealth Management
Florida
$2.8M -$5.29K -18 -0.2%
OCM
985
Orleans Capital Management
Louisiana
$2.79M +$5.88K +20 +0.2%
RIM
986
Reliant Investment Management
Tennessee
$2.79M +$2.79M +9,475 New
NF
987
Nikulski Financial
Iowa
$2.78M -$30.3K -107 -1%
WPP
988
Whalerock Point Partners
Rhode Island
$2.77M +$35.9K +122 +1%
SAM
989
Silvercrest Asset Management
New York
$2.76M -$22.1K -75 -0.8%
HWA
990
HCR Wealth Advisors
California
$2.76M +$15.9K +54 +0.6%
HTHT
991
Hemenway Trust Hemenway Trust
New Hampshire
$2.75M +$871K +2,961 +46%
MMPW
992
Mitchell McLeod Pugh & Williams
Alabama
$2.75M – – –
SFG
993
SNS Financial Group
Minnesota
$2.74M -$50.6K -172 -2%
TCBWMS
994
Texas Capital Bank Wealth Management Services
Texas
$2.72M +$2.72M +9,261 New
OA
995
Oak Associates
Ohio
$2.72M – – –
BAM
996
Belpointe Asset Management
Nevada
$2.72M +$601K +2,043 +28%
LCP
997
Legacy Capital Partners
Wisconsin
$2.71M -$38.2K -130 -1%
BP
998
BBR Partners
New York
$2.71M +$2.35M +7,982 +652%
KCM
999
Kornitzer Capital Management
Kansas
$2.69M -$125K -425 -4%
BEC
1000
Blue Edge Capital
Virginia
$2.68M -$900K -3,063 -25%
38 39
40
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