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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 %
KTM
1601
Keeler Thomas Management
Utah
$370K +$370K +619 New
FAM
1602
Flaharty Asset Management
Florida
$368K -$137K -561 -27%
GC
1603
Gilbert & Cook
Iowa
$368K +$16.6K +68 +5%
AAC
1604
Acorn Advisory Capital
New York
$366K – – –
WCA
1605
Windsor Creek Advisors
Vermont
$366K +$366K +1,500 New
XWM
1606
Xcel Wealth Management
Florida
$366K +$366K +1,500 New
LAIC
1607
Lederer & Associates Investment Counsel
California
$364K +$61K +250 +20%
SIAS
1608
Shine Investment Advisory Services
Colorado
$363K -$54.4K -223 -13%
BPA
1609
Beacon Pointe Advisors
California
$362K +$362K +1,480 New
MA
1610
MANA Advisors
New York
$360K -$50K -205 -12%
CIC
1611
Crawford Investment Counsel
Georgia
$360K +$110K +450 +44%
GLA
1612
Good Life Advisors
Pennsylvania
$359K +$57.3K +237 +19%
AIC
1613
Archer Investment Corporation
Indiana
$358K +$48.8K +200 +16%
BO
1614
Bach Option
Hong Kong
$358K +$358K +1,468 New
OPA
1615
Old Port Advisors
Maine
$357K -$20.3K -83 -5%
ACM
1616
Armbruster Capital Management
New York
$357K +$3.9K +16 +1%
BS
1617
Boenning & Scattergood
Pennsylvania
$356K +$64K +262 +22%
PAS
1618
Partnervest Advisory Services
California
$356K +$81K +332 +29%
BMA
1619
Brooks Moore & Associates
Tennessee
$354K – – –
LC
1620
Lavaca Capital
Texas
$354K +$207K +847 +141%
CF
1621
Copperwynd Financial
Arizona
$353K – – –
F
1622
F3Logic
Minnesota
$352K -$58K -238 -14%
HIC
1623
Hartline Investment Corp
Illinois
$351K -$1.11M -4,538 -76%
SP
1624
Successful Portfolios
Florida
$351K -$2.44K -10 -0.7%
AWM
1625
AllSquare Wealth Management
New York
$351K +$73.3K +300 +26%
63 64
65
66 67