UNH icon

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 %
EF
1351
Empirical Finance
Pennsylvania
$1.06M +$381K +1,296 +56%
CA
1352
Cambridge Advisors
Nebraska
$1.06M -$312K -1,062 -23%
LCM
1353
LVM Capital Management
Michigan
$1.05M -$30.6K -104 -3%
CCT
1354
Capital City Trust
Florida
$1.05M +$11.2K +38 +1%
CPO
1355
Cerity Partners OCIO
New York
$1.03M +$604K +2,088 +141%
BS
1356
Bessemer Securities
New York
$1.03M – – –
HPWM
1357
Highland Private Wealth Management
Washington
$1.03M -$334K -1,135 -24%
LB
1358
Legacy Bridge
Iowa
$1.03M +$75.9K +258 +8%
BJL
1359
Brighton Jones LLC
Washington
$1.03M +$61.2K +208 +6%
SFWA
1360
Summit Financial Wealth Advisors
Louisiana
$1.02M -$17K -60 -2%
NFG
1361
Nations Financial Group
Iowa
$1.02M +$22.3K +76 +2%
LWAC
1362
Laurel Wealth Advisors (California)
California
$1.02M -$169K -575 -14%
WA
1363
Waverly Advisors
Alabama
$1.02M -$6.73K -23 -0.7%
SIM
1364
SSI Investment Management
California
$1.02M -$10.3K -35 -1%
CG
1365
CFO4Life Group
Texas
$1.02M +$20.6K +70 +2%
FG
1366
Fiduciary Group
Georgia
$1.01M – – –
GPA
1367
Garrison Point Advisors
California
$1.01M -$23.5K -80 -2%
VWM
1368
Valley Wealth Managers
New Jersey
$1.01M -$8.82K -30 -0.9%
CAAS
1369
Capital Asset Advisory Services
Michigan
$999K +$479K +1,649 +92%
RWM
1370
RKL Wealth Management
Pennsylvania
$998K -$8.82K -30 -0.9%
TRAM
1371
Tuscan Ridge Asset Management
Illinois
$997K +$661K +2,250 +197%
9WM
1372
9258 Wealth Management
Ohio
$993K +$20.3K +69 +2%
SVWAG
1373
Sound View Wealth Advisors Group
Georgia
$992K -$11.5K -39 -1%
PA
1374
Paragon Advisors
Texas
$992K +$992K +3,362 New
CC
1375
Copperleaf Capital
North Carolina
$991K +$991K +3,371 New
53 54
55
56 57