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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 %
HHGA
1376
Halbert Hargrove Global Advisors
California
$986K -$47K -160 -5%
GAG
1377
GM Advisory Group
New York
$982K -$104K -354 -10%
BMM
1378
Buffington Mohr McNeal
Idaho
$970K +$62.9K +214 +7%
BWP
1379
Bernardo Wealth Planning
Pennsylvania
$969K +$58.8K +200 +6%
BFG
1380
Beacon Financial Group
Texas
$969K +$139K +474 +17%
MFG
1381
Menard Financial Group
Texas
$969K +$969K +3,297 New
AJ
1382
Ashburton (Jersey)
Jersey
$963K +$96.1K +327 +11%
MFG
1383
Magnus Financial Group
New York
$963K +$97.6K +332 +11%
BW
1384
Bison Wealth
Georgia
$961K -$119K -404 -11%
DFA
1385
Delta Financial Advisors
Louisiana
$960K +$139K +471 +17%
SFSIG
1386
San Francisco Sentry Investment Group
California
$959K -$17.9K -61 -2%
GC
1387
Globeflex Capital
California
$955K -$137K -466 -13%
CCA
1388
Cobblestone Capital Advisors
New York
$955K – – –
GWCM
1389
Godshalk Welsh Capital Management
Pennsylvania
$955K – – –
CWM
1390
Confluence Wealth Management
Oregon
$954K -$5K -17 -0.5%
WANY
1391
Wealthspire Advisors (New York)
New York
$952K +$181K +616 +23%
CIAS
1392
Capital Investment Advisory Services
North Carolina
$948K +$221K +753 +30%
PI
1393
Pettee Investors
Connecticut
$947K +$36.8K +125 +4%
XF
1394
XML Financial
Maryland
$946K +$946K +3,259 New
OPS
1395
Orion Portfolio Solutions
Nebraska
$941K +$941K +3,201 New
MG
1396
Mather Group
Illinois
$939K +$939K +3,193 New
GWS
1397
Glassman Wealth Services
Virginia
$936K -$673K -2,289 -42%
VVP
1398
Venture Visionary Partners
Ohio
$930K +$930K +3,166 New
THWM
1399
Taylor Hoffman Wealth Management
Virginia
$928K -$38.5K -131 -4%
KTM
1400
Keeler Thomas Management
Utah
$928K +$63.2K +215 +7%
54 55
56
57 58