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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 %
SMFS
1526
Squar Milner Financial Services
California
$686K -$392K -1,335 -36%
HA
1527
Harfst & Associates
Wyoming
$686K +$32K +109 +5%
MC
1528
Miles Capital
Iowa
$685K -$266K -906 -28%
FIM
1529
Frontier Investment Management
Texas
$685K -$143K -487 -17%
RCM
1530
RB Capital Management
Nevada
$685K +$27.2K +94 +4%
CIM
1531
CenturyLink Investment Management
Colorado
$679K -$1.78M -6,046 -72%
TCM
1532
Tandem Capital Management
New Jersey
$679K +$679K +2,310 New
RIA
1533
Regal Investment Advisors
Michigan
$677K +$588 +2 +0.1%
BOPW
1534
Brandywine Oak Private Wealth
Pennsylvania
$673K -$17.3K -59 -3%
DA
1535
Duality Advisers
Florida
$671K +$671K +2,283 New
DBT
1536
Dubuque Bank & Trust
Iowa
$664K +$29.1K +99 +5%
FNBOO
1537
First National Bank of Omaha
Nebraska
$661K +$30.9K +105 +5%
ICM
1538
IMS Capital Management
Oregon
$652K – – –
IFWM
1539
Institute for Wealth Management
Colorado
$651K -$63.8K -217 -9%
IA
1540
IFG Advisory
Georgia
$650K +$5.29K +18 +0.8%
CIA
1541
CSat Investment Advisory
Michigan
$650K +$102K +347 +19%
TI
1542
Tidal Investments
Wisconsin
$649K +$101K +344 +18%
DAM
1543
Deltec Asset Management
New York
$647K -$6.92M -23,518 -91%
SAM
1544
Secure Asset Management
Michigan
$646K +$646K +2,199 New
SW
1545
SkyOak Wealth
Michigan
$645K +$645K +2,194 New
FFWA
1546
FRG Family Wealth Advisors
Washington
$642K – – –
CONA
1547
Capital One National Association
New York
$641K +$641K +2,182 New
FP
1548
Foundry Partners
Minnesota
$640K – – –
CA
1549
Calton & Associates
Florida
$637K +$89K +303 +16%
PMFA
1550
Plante Moran Financial Advisors
Michigan
$637K +$109K +369 +21%
60 61
62
63 64