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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 %
IP
1451
Intellectus Partners
California
$821K +$24.4K +83 +3%
GLI
1452
Guardian Life Insurance
New York
$820K +$5.88K +20 +0.7%
NFG
1453
Next Financial Group
Texas
$817K -$124K -421 -13%
CMI
1454
Clare Market Investments
Texas
$817K -$20.9K -71 -2%
SEM
1455
Suncoast Equity Management
Florida
$816K -$5K -17 -0.6%
MIC
1456
Means Investment Company
Maine
$815K +$45.1K +151 +6%
CBN
1457
Cadence Bank NA
Texas
$814K -$55.8K -190 -6%
CW
1458
CreativeOne Wealth
Kansas
$814K +$104K +355 +15%
BFO
1459
Biltmore Family Office
North Carolina
$811K +$171K +582 +27%
AAIM
1460
Asset Advisors Investment Management
Georgia
$807K -$10.4K -36 -1%
CBFP
1461
Cedar Brook Financial Partners
Ohio
$806K +$18.8K +64 +2%
SMH
1462
Sanders Morris Harris
Texas
$803K -$41.5K -150 -5%
CNBT
1463
Canandaigua National Bank & Trust
New York
$803K +$74.1K +252 +10%
SFM
1464
Signet Financial Management
New Jersey
$797K – – –
FI
1465
FormulaFolio Investments
Michigan
$795K -$462K -1,573 -37%
FSA
1466
Franklin Street Advisors
North Carolina
$795K -$8.53K -29 -1%
CCM
1467
Cribstone Capital Management
Maine
$794K -$9.4K -32 -1%
SFO
1468
Stokes Family Office
Louisiana
$794K +$794K +2,701 New
CCT
1469
Country Club Trust
Missouri
$793K +$13.8K +47 +2%
SWMG
1470
Signature Wealth Management Group
Georgia
$792K +$3.24K +11 +0.4%
SWM
1471
Sugarloaf Wealth Management
Georgia
$791K +$791K +2,689 New
QCM
1472
Quest Capital Management
Texas
$788K -$17.3K -59 -2%
TNBTD
1473
Trustmark National Bank Trust Department
Mississippi
$787K -$244K -830 -24%
BMO
1474
Beck Mack & Oliver
New York
$784K – – –
PHK
1475
Point72 Hong Kong
Hong Kong
$781K +$781K +2,657 New
57 58
59
60 61