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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 %
MC
1326
Miles Capital
Iowa
$800K +$64K +262 +9%
TWM
1327
Tolleson Wealth Management
Texas
$797K – – –
W
1328
WealthStone
Ohio
$795K +$795K +3,260 New
BJL
1329
Brighton Jones LLC
Washington
$795K -$600K -2,459 -43%
GAG
1330
GM Advisory Group
New York
$795K -$43.7K -179 -5%
SP
1331
SWS Partners
Ohio
$794K +$794K +3,048 New
GWCM
1332
Godshalk Welsh Capital Management
Pennsylvania
$793K -$48.8K -200 -6%
CBN
1333
Cadence Bank NA
Texas
$792K -$46.4K -190 -6%
HPC
1334
HM Payson & Co
Maine
$791K +$791K +3,241 New
VCM
1335
Virtue Capital Management
Tennessee
$790K +$557K +2,285 +240%
CWM
1336
Centric Wealth Management
Illinois
$789K +$54.9K +225 +7%
CFMC
1337
Curbstone Financial Management Corp
New Hampshire
$788K -$17.1K -70 -2%
MOS
1338
MGO One Seven
Ohio
$786K -$136K -556 -15%
WCM
1339
Whitener Capital Management
North Carolina
$786K – – –
PWP
1340
Principle Wealth Partners
Connecticut
$786K +$112K +461 +17%
MFG
1341
Magnus Financial Group
New York
$782K -$312K -1,279 -29%
CSA
1342
Cottage Street Advisors
Massachusetts
$780K +$780K +3,198 New
AFNAS
1343
American Financial Network Advisory Services
California
$776K -$40.2K -163 -5%
SMC
1344
Smith, Moore & Co
Missouri
$770K +$10K +41 +1%
CCMD
1345
Cypress Capital Management (Delaware)
Delaware
$767K +$13.9K +57 +2%
CC
1346
Centiva Capital
New York
$763K -$3.74M -15,316 -83%
PNAA
1347
Pictet North America Advisors
Switzerland
$763K – – –
RTC
1348
Riverview Trust Company
Washington
$759K – – –
DWM
1349
Darwin Wealth Management
Florida
$758K -$2.23M -9,137 -75%
CAM
1350
Concorde Asset Management
Michigan
$758K +$758K +3,103 New
52 53
54
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