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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 %
TFS
1451
TrustCore Financial Services
Tennessee
$580K +$375K +1,535 +183%
NHC
1452
Nicholas Hoffman & Company
Georgia
$579K -$247K -1,011 -30%
PIA
1453
Pinion Investment Advisors
Kansas
$577K -$140K -575 -20%
DBT
1454
Dubuque Bank & Trust
Iowa
$576K +$8.79K +36 +2%
BOPW
1455
Brandywine Oak Private Wealth
Pennsylvania
$576K +$29.2K +120 +5%
HI
1456
Hudock Inc
Pennsylvania
$574K +$571K +2,344 +21,309%
JMH
1457
J.M. Hartwell
New York
$573K -$2.79M -11,451 -83%
SFA
1458
Sequoia Financial Advisors
Ohio
$572K +$89.1K +365 +18%
RIA
1459
Regal Investment Advisors
Michigan
$570K +$110K +452 +24%
FP
1460
Foundry Partners
Minnesota
$568K – – –
GFS
1461
GYL Financial Synergies
Connecticut
$565K +$99.6K +408 +21%
KCM
1462
Kanawha Capital Management
Virginia
$563K +$41.5K +170 +8%
LC
1463
Lourd Capital
California
$561K +$38.3K +157 +7%
CW
1464
CreativeOne Wealth
Kansas
$558K +$42.7K +175 +8%
EF
1465
Empirical Finance
Pennsylvania
$554K +$4.39K +18 +0.8%
CAW
1466
Cornerstone Advisors (Washington)
Washington
$554K +$42.4K +174 +8%
RCM
1467
RB Capital Management
Nevada
$544K +$2.2K +9 +0.4%
FIA
1468
Foundations Investment Advisors
Arizona
$543K +$97.9K +399 +22%
BCP
1469
Berkeley Capital Partners
Georgia
$542K +$37.4K +153 +7%
BIM
1470
Baldwin Investment Management
Pennsylvania
$536K +$238K +975 +80%
FFWA
1471
FRG Family Wealth Advisors
Washington
$533K – – –
DI
1472
DAGCO Inc
Ohio
$531K -$2.44K -10 -0.5%
GSBTD
1473
Glenview State Bank Trust Department
Illinois
$531K – – –
SRC
1474
Sage Rhino Capital
California
$529K -$6.1K -25 -1%
PWPS
1475
Pinnacle Wealth Planning Services
Ohio
$529K +$82.5K +338 +18%
57 58
59
60 61