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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 %
UCMOK
1476
United Capital Management of KS
Kansas
$529K +$96.1K +396 +22%
AC
1477
Avestar Capital
New York
$526K -$14.7K -63 -3%
RHFI
1478
Reilly Herbert Faulkner III
$525K – – –
ATFA
1479
All Terrain Financial Advisors
Minnesota
$522K +$24.6K +101 +5%
TCOT
1480
Trust Company of Toledo
Ohio
$519K -$24.4K -100 -4%
FFS
1481
Founders Financial Securities
Maryland
$519K +$87.6K +359 +20%
SWA
1482
Sutton Wealth Advisors
Florida
$518K +$488 +2 +0.1%
HA
1483
Harfst & Associates
Wyoming
$518K +$47.8K +196 +10%
ACS
1484
Archford Capital Strategies
Illinois
$516K +$9.28K +38 +2%
CCM
1485
Cadence Capital Management
Massachusetts
$514K -$35.4K -145 -6%
FNBOO
1486
First National Bank of Omaha
Nebraska
$512K -$13.4K -55 -3%
IP
1487
Intellectus Partners
California
$512K +$26.6K +109 +5%
EFSCE
1488
Enterprise Financial Services Corp (EFSC)
Missouri
$509K -$488 -2 -0.1%
CA
1489
Calton & Associates
Florida
$506K +$93.7K +384 +23%
PCM
1490
Pointe Capital Management
Michigan
$505K +$1.46K +6 +0.3%
VBFP
1491
Valtinson Bruner Financial Planning
Minnesota
$505K +$9.03K +37 +2%
AFM
1492
Andesa Financial Management
Pennsylvania
$504K -$496K -2,040 -50%
FC
1493
Ferris Capital
Massachusetts
$503K -$3.41K -14 -0.7%
QCM
1494
Quantinno Capital Management
New York
$501K -$326K -1,335 -39%
PCP
1495
Proficio Capital Partners
Massachusetts
$498K +$33K +135 +7%
SEM
1496
Suncoast Equity Management
Florida
$498K +$123K +506 +33%
CAC
1497
Certified Advisory Corp
Florida
$496K -$2.44K -10 -0.5%
PWM
1498
Paulson Wealth Management
Illinois
$495K -$132K -519 -21%
PMFA
1499
Plante Moran Financial Advisors
Michigan
$495K – – –
TF
1500
TLWM Financial
Texas
$495K +$495K +2,011 New
58 59
60
61 62