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UnitedHealth
UNH

Overview Fund Activity

1,961 hedge funds and large institutions have $201B invested in UnitedHealth in 2019 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 897 increasing their positions, 716 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,961
Holders Change
+22
Holders Change %
+1.13%
% of All Funds
42.66%
Holding in Top 10
148
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-15.43%
% of All Funds
3.22%
New
147
Increased
897
Reduced
716
Closed
103
Calls
$1.68B
Puts
$1.66B
Net Calls
+$15.9M
Net Calls Change
-$66M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.94B
2
Capital World Investors
Capital World Investors
California
+$1.03B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.03B
4
Capital International Investors
Capital International Investors
California
+$628M
5
Invesco
Invesco
Georgia
+$583M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.31B
2
Jennison Associates
Jennison Associates
New York
-$610M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$470M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$462M
5
APG Asset Management
APG Asset Management
Netherlands
-$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
1301
Capital City Trust
Florida
$868K +$868K +3,560 New
AF
1302
Affiance Financial
Minnesota
$861K +$2.44K +10 +0.3%
LWAC
1303
Laurel Wealth Advisors (California)
California
$860K -$78.4K -321 -8%
CAMG
1304
CWA Asset Management Group
Florida
$860K -$50.2K -206 -6%
ACA
1305
Atlas Capital Advisors
Wyoming
$859K +$14.6K +60 +2%
SIM
1306
SSI Investment Management
California
$855K -$3.18K -13 -0.4%
GPA
1307
Garrison Point Advisors
California
$851K +$9.77K +40 +1%
RWM
1308
RKL Wealth Management
Pennsylvania
$849K -$124K -509 -13%
ISL
1309
Ingalls & Snyder LLC
New York
$848K +$84.9K +348 +11%
BAS
1310
Brown Advisory Securities
Maryland
$842K -$188K -769 -18%
FG
1311
Fiduciary Group
Georgia
$842K +$1.22K +5 +0.1%
VFPI
1312
Vantage Financial Partners (Illinois)
Illinois
$842K +$842K +3,450 New
OC
1313
Oakworth Capital
Alabama
$824K +$43.7K +179 +6%
CCA
1314
Cobblestone Capital Advisors
New York
$823K -$71.7K -294 -8%
LB
1315
Legacy Bridge
Iowa
$822K – – –
MRCM
1316
M&R Capital Management
New Jersey
$822K +$28K +115 +4%
AAS
1317
Annex Advisory Services
Wisconsin
$821K -$1.25M -5,143 -60%
ESB
1318
Essex Savings Bank
Connecticut
$816K +$469K +2,099 +135%
CWM
1319
Confluence Wealth Management
Oregon
$815K -$11.7K -48 -1%
SFSIG
1320
San Francisco Sentry Investment Group
California
$812K -$1.02M -4,179 -56%
RA
1321
RFG Advisory
Alabama
$811K +$609K +2,498 +301%
NL
1322
NWAM LLC
Washington
$806K -$5.85K -24 -0.7%
MWM
1323
Mission Wealth Management
California
$805K -$61K -250 -7%
BB
1324
Bell Bank
North Dakota
$805K +$2.2K +9 +0.3%
AL
1325
Aspiriant LLC
California
$802K -$28.3K -116 -3%
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