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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 %
BO
1426
BRR OpCo
Ohio
$623K +$13.4K +55 +2%
HFA
1427
Huber Financial Advisors
Illinois
$621K – – –
TRAM
1428
Tuscan Ridge Asset Management
Illinois
$621K +$621K +2,544 New
FSA
1429
Franklin Street Advisors
North Carolina
$618K +$5.86K +24 +1%
CCT
1430
Country Club Trust
Missouri
$618K +$12.9K +53 +2%
RE
1431
RBC Europe
United Kingdom
$618K -$1.22K -5 -0.2%
QCM
1432
Quest Capital Management
Texas
$616K +$10.5K +43 +2%
EP
1433
Edgestream Partners
New Jersey
$615K -$1.74M -7,111 -74%
CFA
1434
Carroll Financial Associates
North Carolina
$615K +$191K +784 +45%
SAM
1435
Strategy Asset Managers
California
$612K -$1.59M -6,502 -72%
CWM
1436
Connecticut Wealth Management
Connecticut
$611K +$611K +2,505 New
EIM
1437
Essex Investment Management
Massachusetts
$610K – – –
PPP
1438
Private Portfolio Partners
New Jersey
$610K +$303K +1,241 +98%
SSG
1439
Summit Securities Group
New York
$610K +$610K +2,500 New
SWM
1440
SVA Wealth Management
Wisconsin
$605K +$12.4K +51 +2%
UCI
1441
Uncommon Cents Investing
Wisconsin
$604K – – –
MWC
1442
MBM Wealth Consultants
Missouri
$603K +$13K +53 +2%
AIM
1443
Advantage Investment Management
Iowa
$603K +$18.6K +76 +3%
FAN
1444
Financial Advisors Network
California
$595K – – –
SEIA
1445
Signature Estate & Investment Advisors
California
$594K -$335K -1,372 -36%
MFG
1446
Monte Financial Group
Connecticut
$592K +$19K +78 +3%
JWM
1447
Jupiter Wealth Management
Colorado
$587K +$587K +2,200 New
CP
1448
Covenant Partners
Tennessee
$586K +$586K +2,403 New
CNBT
1449
Canandaigua National Bank & Trust
New York
$581K -$26.1K -107 -4%
PIM
1450
Provident Investment Management
Michigan
$581K +$581K +2,379 New
56 57
58
59 60