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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 %
SACTSONJ
1426
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$882K – – –
DWM
1427
Darwin Wealth Management
Florida
$878K -$1.47K -5 -0.2%
BO
1428
Bach Option
Hong Kong
$871K +$871K +2,962 New
WF
1429
Welch & Forbes
Massachusetts
$870K -$19.1K -65 -2%
F
1430
Filament
Washington
$869K -$32.9K -112 -4%
HPC
1431
HM Payson & Co
Maine
$868K -$149K -508 -15%
BRWM
1432
B. Riley Wealth Management
Tennessee
$863K -$1.83M -6,233 -68%
MFG
1433
Monte Financial Group
Connecticut
$862K +$43.5K +148 +5%
CIP
1434
Convergence Investment Partners
Florida
$858K -$5.88K -20 -0.7%
BWL
1435
Bogart Wealth LLC
Virginia
$856K +$31.8K +108 +4%
SAM
1436
Symphony Asset Management
California
$855K +$3.82K +13 +0.4%
FCA
1437
FinTrust Capital Advisors
South Carolina
$849K +$22.4K +76 +3%
BAS
1438
Brown Advisory Securities
Maryland
$847K -$21.2K -72 -2%
SIG
1439
Sargent Investment Group
Maryland
$847K +$15.9K +54 +2%
BHTS
1440
Bar Harbor Trust Services
Maine
$846K +$846K +2,877 New
PPP
1441
Private Portfolio Partners
New Jersey
$845K -$4.12K -14 -0.5%
SG
1442
StoneX Group
New York
$845K +$58.8K +200 +7%
TEC
1443
Tiger Eye Capital
Tennessee
$844K – – –
AC
1444
Avestar Capital
New York
$838K -$42K -143 -5%
CAMG
1445
CWA Asset Management Group
Florida
$836K -$159K -541 -16%
PIA
1446
Pinion Investment Advisors
Kansas
$836K +$35.6K +121 +4%
EWM
1447
Evermay Wealth Management
Virginia
$833K +$269K +914 +48%
WCM
1448
Weld Capital Management
New York
$826K +$826K +2,809 New
HI
1449
Hoey Investments
Pennsylvania
$823K +$823K +2,799 New
AL
1450
Aspiriant LLC
California
$822K +$10.3K +35 +1%
56 57
58
59 60