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UnitedHealth
UNH

Overview Fund Activity

1,926 hedge funds and large institutions have $178B invested in UnitedHealth in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 912 increasing their positions, 719 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,926
Holders Change
-35
Holders Change %
-1.78%
% of All Funds
42.3%
Holding in Top 10
111
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-25%
% of All Funds
2.44%
New
92
Increased
912
Reduced
719
Closed
113
Calls
$1.85B
Puts
$1.88B
Net Calls
-$22.5M
Net Calls Change
-$38.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$676M
2
Renaissance Technologies
Renaissance Technologies
New York
+$353M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$261M
4
Morgan Stanley
Morgan Stanley
New York
+$188M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$175M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$1.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$918M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$843M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$378M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
1326
Meristem Family Wealth
Minnesota
$765K -$361K -1,662 -32%
WA
1327
Waverly Advisors
Alabama
$765K -$20.4K -94 -3%
CCT
1328
Capital City Trust
Florida
$765K -$8.91K -41 -1%
GPA
1329
Garrison Point Advisors
California
$764K +$6.52K +30 +0.9%
HHGA
1330
Halbert Hargrove Global Advisors
California
$764K +$470K +2,161 +160%
RG
1331
Rathbones Group
United Kingdom
$764K +$582K +2,680 +320%
TNBTD
1332
Trustmark National Bank Trust Department
Mississippi
$762K -$52.8K -243 -6%
NL
1333
NWAM LLC
Washington
$762K +$44.1K +203 +6%
BS
1334
Bessemer Securities
New York
$761K +$196K +900 +35%
SIM
1335
SSI Investment Management
California
$760K -$652 -3 -0.1%
CP
1336
Covenant Partners
Tennessee
$755K +$233K +1,071 +45%
SHGA
1337
Sand Hill Global Advisors
California
$755K +$755K +3,476 New
HPC
1338
HM Payson & Co
Maine
$752K +$47.6K +219 +7%
BCP
1339
Blue Chip Partners
Michigan
$752K +$640K +2,947 +573%
VWM
1340
Valley Wealth Managers
New Jersey
$751K -$47.4K -218 -6%
FG
1341
Fiduciary Group
Georgia
$750K – – –
EWM
1342
Endurance Wealth Management
Rhode Island
$750K +$479K +2,202 +177%
RWM
1343
RKL Wealth Management
Pennsylvania
$746K -$10.9K -50 -1%
SVWAG
1344
Sound View Wealth Advisors Group
Georgia
$742K -$36.7K -169 -5%
KWM
1345
Kingsview Wealth Management
Oregon
$740K -$342K -1,572 -32%
CWM
1346
Centric Wealth Management
Illinois
$740K +$38.8K +179 +6%
SSG
1347
Summit Securities Group
New York
$739K +$196K +900 +36%
CG
1348
CFO4Life Group
Texas
$737K -$40.2K -185 -5%
CAMG
1349
CWA Asset Management Group
Florida
$732K -$31.2K -144 -4%
JMH
1350
J.M. Hartwell
New York
$724K +$213K +981 +42%
52 53
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