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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 %
UCMOK
1476
United Capital Management of KS
Kansas
$780K +$79.6K +271 +11%
MRCM
1477
M&R Capital Management
New Jersey
$779K -$297K -1,010 -28%
CIC
1478
Crawford Investment Counsel
Georgia
$776K +$309K +1,051 +66%
CPA
1479
Court Place Advisors
Maryland
$773K -$69.1K -235 -8%
LWA
1480
Lineweaver Wealth Advisors
Ohio
$773K +$773K +2,632 New
NNP
1481
Nachman Norwood & Parrott
South Carolina
$768K -$6.47K -22 -0.8%
BO
1482
BRR OpCo
Ohio
$763K -$21.5K -73 -3%
FFS
1483
Founders Financial Securities
Maryland
$763K +$40.9K +139 +6%
DA
1484
DSC Advisors
Illinois
$763K +$139K +472 +22%
TCA
1485
Transcend Capital Advisors
New Jersey
$758K +$758K +2,579 New
AW
1486
ACG Wealth
Georgia
$757K -$20K -68 -3%
AFP
1487
Ausdal Financial Partners
Iowa
$757K +$52.1K +184 +7%
ACA
1488
Aptus Capital Advisors
Alabama
$757K +$757K +2,578 New
HH
1489
HWG Holdings
Texas
$753K +$728K +2,478 +2,950%
KCM
1490
Kanawha Capital Management
Virginia
$751K +$19.7K +67 +3%
FAN
1491
Financial Advisors Network
California
$750K +$39.4K +134 +6%
BFO
1492
Boston Family Office
Massachusetts
$750K +$80.9K +275 +12%
FCFC
1493
First Commonwealth Financial Corp
Pennsylvania
$749K -$16.8K -57 -2%
WMA
1494
Wealth Management Associates
New Jersey
$747K – – –
MMA
1495
Miracle Mile Advisors
California
$745K +$199K +677 +36%
ESB
1496
Essex Savings Bank
Connecticut
$738K -$2.35K -8 -0.3%
JI
1497
Jeereddi Investments
California
$735K +$735K +2,500 New
JA
1498
JOYN Advisors
Georgia
$732K -$29.4K -100 -4%
CL
1499
Choreo LLC
Illinois
$731K -$48.8K -166 -6%
SWM
1500
SVA Wealth Management
Wisconsin
$729K – – –
58 59
60
61 62