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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 %
UCI
1501
Uncommon Cents Investing
Wisconsin
$728K – – –
GFS
1502
GYL Financial Synergies
Connecticut
$727K +$40K +136 +6%
SSWG
1503
Seven Springs Wealth Group
Tennessee
$726K +$726K +2,468 New
Credit Agricole
1504
Credit Agricole
France
$725K -$10.3M -34,999 -93%
HFA
1505
Huber Financial Advisors
Illinois
$724K – – –
FIA
1506
Foundations Investment Advisors
Arizona
$723K -$39.4K -135 -5%
SFA
1507
Sequoia Financial Advisors
Ohio
$723K -$21.2K -72 -3%
FAIM
1508
Financial Advocates Investment Management
Washington
$723K +$179K +610 +33%
CAC
1509
Certified Advisory Corp
Florida
$720K +$139K +474 +24%
IC
1510
Investment Counsel
Michigan
$719K – – –
HR
1511
Hayden Royal
North Carolina
$719K -$13.9K -46 -2%
FC
1512
Ferris Capital
Massachusetts
$717K +$108K +366 +18%
TAM
1513
Townsend Asset Management
North Carolina
$717K +$717K +2,440 New
KPWG
1514
KFA Private Wealth Group
Virginia
$708K +$708K +2,409 New
FCA
1515
FLC Capital Advisors
California
$706K +$6.18K +21 +0.9%
PIM
1516
Provident Investment Management
Michigan
$705K – – –
WC
1517
Westhampton Capital
North Carolina
$704K +$35.3K +120 +5%
BCM
1518
Breiter Capital Management
Florida
$701K -$32.6K -111 -4%
MCCP
1519
Mission Creek Capital Partners
California
$701K +$701K +2,385 New
MWC
1520
MBM Wealth Consultants
Missouri
$699K -$29.7K -101 -4%
TIA
1521
Tiemann Investment Advisors
California
$695K -$22K -75 -3%
CFA
1522
Carroll Financial Associates
North Carolina
$694K -$2.64K -9 -0.4%
BCM
1523
Brasada Capital Management
Texas
$693K +$8.23K +28 +1%
BIM
1524
Baldwin Investment Management
Pennsylvania
$689K – – –
DI
1525
DAGCO Inc
Ohio
$689K +$36.7K +125 +6%
59 60
61
62 63