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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 %
FCCM
1551
First City Capital Management
Georgia
$409K -$3.66K -15 -0.9%
EWM
1552
Evermay Wealth Management
Virginia
$409K +$112K +458 +38%
NCM
1553
Noesis Capital Mangement
Florida
$409K +$409K +1,678 New
CFA
1554
Cahill Financial Advisors
Minnesota
$406K -$9.03K -37 -2%
BMC
1555
Benin Management Corp
Connecticut
$405K +$12.2K +50 +3%
CIA
1556
CSat Investment Advisory
Michigan
$405K +$404K +1,659 +55,300%
BFO
1557
Boston Family Office
Massachusetts
$404K -$244 -1 -0.1%
BBL
1558
Beck Bode LLC
Massachusetts
$403K -$73.3K -300 -15%
MFP
1559
Meridian Financial Partners
Virginia
$403K +$10.6K +43 +3%
LWCFA
1560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$401K +$125K +510 +45%
PC
1561
Port Capital
Illinois
$400K – – –
CWM
1562
Circle Wealth Management
New Jersey
$399K +$167K +687 +72%
QT
1563
Quantamental Technologies
New York
$399K +$399K +1,636 New
RWM
1564
Reston Wealth Management
Virginia
$398K -$15.4K -63 -4%
PFBT
1565
Parkside Financial Bank & Trust
Missouri
$397K +$15.9K +65 +4%
VCA
1566
Verdence Capital Advisors
Maryland
$395K +$731 +3 +0.2%
IUHSA
1567
Itau Unibanco Holding S.A.
Brazil
$394K -$1.24M -5,103 -76%
WP
1568
WealthPLAN Partners
Nebraska
$393K -$551K -2,215 -58%
WT
1569
Washington Trust
Rhode Island
$393K +$393K +1,612 New
MCM
1570
McRae Capital Management
New Jersey
$390K – – –
IIC
1571
Ironwood Investment Counsel
Arizona
$389K -$21.2K -87 -5%
DFA
1572
Delta Financial Advisors
Louisiana
$389K +$389K +1,593 New
PWM
1573
Perigon Wealth Management
California
$386K -$24.4K -100 -6%
AF
1574
Allworth Financial
California
$386K +$977 +4 +0.3%
RWA
1575
River Wealth Advisors
Pennsylvania
$386K +$48.6K +199 +14%
61 62
63
64 65