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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 %
AFM
1626
Andesa Financial Management
Pennsylvania
$518K -$34.1K -116 -6%
AF
1627
Allworth Financial
California
$518K +$92K +313 +22%
IMRF
1628
Illinois Municipal Retirement Fund
Illinois
$518K +$518K +1,762 New
SWG
1629
Summit Wealth Group
Vermont
$518K +$518K +1,762 New
RGIA
1630
Rainier Group Investment Advisory
Washington
$516K -$22.4K -76 -4%
NP
1631
Ninepoint Partners
Ontario, Canada
$514K +$514K +1,747 New
FFC
1632
First Financial Corp
Indiana
$513K +$27.3K +93 +6%
CA
1633
Claro Advisors
Massachusetts
$510K -$294 -1 -0.1%
CSPIA
1634
Cary Street Partners Investment Advisory
Virginia
$509K +$509K +1,732 New
ANB
1635
Amarillo National Bank
Texas
$506K – – –
BA
1636
Ballast Advisors
Minnesota
$506K +$506K +1,721 New
CAG
1637
Crestwood Advisors Group
Massachusetts
$502K +$229K +778 +84%
RPWA
1638
Regent Peak Wealth Advisors
Georgia
$501K +$501K +1,705 New
PMG
1639
ProVise Management Group
Florida
$500K +$45.6K +155 +10%
OFS
1640
Oldfather Financial Services
Nebraska
$500K +$500K +1,766 New
IC
1641
Intersect Capital
California
$499K +$78.2K +266 +19%
RE
1642
RBC Europe
United Kingdom
$499K – – –
SCP
1643
Stamos Capital Partners
California
$498K -$971K -3,305 -66%
CNC
1644
Citizens & Northern Corp
Pennsylvania
$498K – – –
TP
1645
Truvvo Partners
New York
$497K -$352K -1,200 -41%
LAIC
1646
Lederer & Associates Investment Counsel
California
$497K -$7.35K -25 -1%
WA
1647
Wambolt & Associates
Colorado
$496K +$23.8K +81 +5%
PP
1648
PrairieView Partners
Minnesota
$491K -$35.8K -122 -7%
VCA
1649
Verdence Capital Advisors
Maryland
$490K +$5.3K +18 +1%
PFBT
1650
Parkside Financial Bank & Trust
Missouri
$490K +$28.5K +97 +6%
64 65
66
67 68