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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 %
PWPS
1401
Pinnacle Wealth Planning Services
Ohio
$928K +$249K +847 +37%
VLC
1402
Van Leeuwen & Company
New Jersey
$924K +$30.3K +103 +3%
FIM
1403
Freedom Investment Management
Connecticut
$921K +$110K +374 +14%
Pzena Investment Management
1404
Pzena Investment Management
New York
$915K +$23.2K +79 +3%
AAS
1405
Annex Advisory Services
Wisconsin
$914K -$25.3K -86 -3%
RTC
1406
Riverview Trust Company
Washington
$914K – – –
WKWM
1407
Walter & Keenan Wealth Management
Indiana
$914K +$106K +359 +13%
SCA
1408
Strategic Capital Advisers
Colorado
$912K +$58.8K +200 +7%
CFMC
1409
Curbstone Financial Management Corp
New Hampshire
$911K -$38.2K -130 -4%
AC
1410
Athanor Capital
New York
$911K +$911K +3,100 New
LCM
1411
Leisure Capital Management
California
$910K +$7.35K +25 +0.8%
PNC
1412
Park National Corp
Ohio
$908K +$47.7K +162 +6%
WCM
1413
Washburn Capital Management
Florida
$908K +$908K +3,090 New
LPIC
1414
LeJeune Puetz Investment Counsel
Michigan
$907K – – –
MI
1415
Markston International
New York
$907K – – –
CFS
1416
CRA Financial Services
New Jersey
$902K +$56.5K +192 +7%
WI
1417
Wintrust Investments
Illinois
$902K +$74.3K +253 +9%
TF
1418
Tompkins Financial
New York
$901K -$226K -768 -20%
PCM
1419
Perritt Capital Management
Illinois
$896K -$4.12K -14 -0.5%
HC
1420
HNP Capital
New York
$893K +$40.1K +136 +5%
PA
1421
Procyon Advisors
Connecticut
$893K +$893K +3,037 New
PFA
1422
Paradigm Financial Advisors
Missouri
$891K +$51.4K +175 +6%
VRM
1423
Vectors Research Management
New York
$890K +$40K +136 +5%
SMC
1424
Smith, Moore & Co
Missouri
$889K -$77K -262 -8%
BIC
1425
Beach Investment Counsel
Pennsylvania
$882K – – –
55 56
57
58 59