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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 %
VFA
1101
Valeo Financial Advisors
Indiana
$2.12M +$549K +1,866 +35%
DCM
1102
Donaldson Capital Management
Indiana
$2.11M -$148K -503 -7%
WBC
1103
West Branch Capital
Massachusetts
$2.11M +$22.9K +78 +1%
CCG
1104
Cypress Capital Group
Florida
$2.1M +$11.5K +39 +0.5%
GWM
1105
Geneos Wealth Management
Colorado
$2.1M -$24.3K -82 -1%
RFN
1106
RDA Financial Network
Iowa
$2.09M +$14.4K +51 +0.7%
CGL
1107
Clarius Group LLC
Washington
$2.09M +$101K +340 +5%
DWM
1108
Dakota Wealth Management
Florida
$2.09M +$1.03M +3,498 +97%
LA
1109
Lau Associates
Delaware
$2.09M -$10K -34 -0.5%
WP
1110
WealthSource Partners
California
$2.08M -$352K -1,198 -14%
LF
1111
Lee Financial
Texas
$2.08M +$14.1K +48 +0.7%
OIS
1112
Okabena Investment Services
Minnesota
$2.06M +$2.06M +7,001 New
KFA
1113
Kays Financial Advisory
Georgia
$2.04M +$52.3K +178 +3%
PIMJS
1114
PKO Investment Management Joint-Stock
Poland
$2.03M -$1.7M -5,766 -45%
BAAM
1115
Baker Avenue Asset Management
California
$2.03M -$381K -1,296 -16%
CCM
1116
Condor Capital Management
New Jersey
$2.03M -$6.76K -23 -0.3%
EMG
1117
ETF Managers Group
New Jersey
$2.03M +$113K +384 +6%
MWVC
1118
Morgens Waterfall Vintiadis & Co
New York
$2.03M +$441K +1,500 +28%
CWM
1119
Connecticut Wealth Management
Connecticut
$2.03M +$262K +890 +15%
WCM
1120
Wunderlich Capital Managemnt
Tennessee
$2.02M -$6.17K -21 -0.3%
TIA
1121
Trust Investment Advisors
Indiana
$2.01M -$48.5K -165 -2%
IIM
1122
Intact Investment Management
Quebec, Canada
$2M -$1.23M -4,200 -38%
QCG
1123
Quadrant Capital Group
Ohio
$1.99M +$674K +2,331 +51%
MGIA
1124
Moneta Group Investment Advisors
Missouri
$1.99M +$4.7K +16 +0.2%
RT
1125
Rockland Trust
Massachusetts
$1.99M +$46.7K +159 +2%
43 44
45
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