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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 %
PWMAG
1176
Pinnacle Wealth Management Advisory Group
New Jersey
$1.75M +$6.76K +23 +0.4%
SXL
1177
Summit X LLC
Missouri
$1.75M +$64.4K +219 +4%
CFGS
1178
Concourse Financial Group Securities
Alabama
$1.74M +$1.24M +4,211 +246%
VHAM
1179
Van Hulzen Asset Management
California
$1.73M -$32.3K -110 -2%
FFBTD
1180
First Financial Bank - Trust Division
Ohio
$1.73M -$109K -371 -6%
BCM
1181
Brookstone Capital Management
Illinois
$1.71M -$47.9K -163 -3%
DL
1182
DOHJ LLC
Washington
$1.71M +$1.71M +5,808 New
TA
1183
Townsend & Associates
Colorado
$1.7M +$50.6K +171 +3%
RA
1184
RFG Advisory
Alabama
$1.69M +$536K +1,824 +46%
SCM
1185
Southport Capital Management
Tennessee
$1.69M +$36.2K +123 +2%
LSAG
1186
Lake Street Advisors Group
New Hampshire
$1.68M +$93.2K +317 +6%
KWM
1187
Kingsview Wealth Management
Oregon
$1.68M +$678K +2,307 +68%
AA
1188
ALPS Advisors
Colorado
$1.67M -$91.1K -310 -5%
OAM
1189
Oak Asset Management
California
$1.66M -$7.35K -25 -0.4%
TA
1190
Tiedemann Advisors
New York
$1.65M -$1.18M -3,995 -42%
WIA
1191
Westbourne Investment Advisors
Maryland
$1.65M +$161K +548 +11%
ZB
1192
Zions Bancorporation
Utah
$1.65M +$73.2K +249 +5%
AAP
1193
Ardsley Advisory Partners
Connecticut
$1.65M +$1.65M +5,600 New
GG
1194
Gofen & Glossberg
Illinois
$1.64M +$258K +877 +19%
APWM
1195
Atlas Private Wealth Management
New York
$1.63M +$1.63M +5,551 New
WWM
1196
Western Wealth Management
Colorado
$1.63M +$287K +976 +21%
FWM
1197
Frontier Wealth Management
Missouri
$1.63M -$854K -2,905 -34%
BFA
1198
Beaumont Financial Advisors
Massachusetts
$1.62M +$113K +386 +8%
KMWM
1199
Keudell/Morrison Wealth Management
Oregon
$1.62M -$5.88K -20 -0.4%
TW
1200
TrinityPoint Wealth
Connecticut
$1.61M +$29.1K +99 +2%
46 47
48
49 50