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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 %
PWAP
1651
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$333K +$109K +445 +48%
SFA
1652
Semmax Financial Advisors
North Carolina
$333K +$150K +616 +82%
WA
1653
WESPAC Advisors
California
$331K -$56.5K -232 -15%
FPCP
1654
Fort Point Capital Partners
California
$331K -$3.41K -14 -1%
CNB
1655
Camden National Bank
Maine
$330K -$42.7K -175 -11%
RMCM
1656
Reynders McVeigh Capital Management
Massachusetts
$330K -$14.4K -59 -4%
HHGA
1657
Halbert Hargrove Global Advisors
California
$330K +$9.26K +38 +3%
NIM
1658
Northeast Investment Management
Massachusetts
$330K +$20K +82 +6%
NS
1659
NewDay Solutions
New Hampshire
$330K +$330K +1,361 New
MRI
1660
Mad River Investors
Massachusetts
$329K – – –
PHAM
1661
Palisades Hudson Asset Management
Florida
$329K – – –
CP
1662
Camelot Portfolios
Ohio
$329K +$20.2K +83 +7%
BFO
1663
Biltmore Family Office
North Carolina
$327K -$113K -465 -26%
THWM
1664
Taylor Hoffman Wealth Management
Virginia
$326K -$489K -2,000 -60%
BFPW
1665
BOK Financial Private Wealth
Colorado
$322K +$79K +324 +32%
LSC
1666
Lesa Sroufe & Co
Washington
$318K – – –
TWA
1667
TCI Wealth Advisors
Arizona
$317K -$28.3K -116 -8%
FIM
1668
Fernwood Investment Management
Massachusetts
$316K +$5.12K +21 +2%
FFG
1669
Fortem Financial Group
California
$315K – – –
AF
1670
Aldebaran Financial
$315K – – –
EWM
1671
Empirical Wealth Management
Washington
$315K +$53.2K +218 +20%
CGA
1672
Crescent Grove Advisors
Illinois
$315K +$315K +1,289 New
BOS
1673
Bingham Osborn & Scarborough
California
$314K +$35.4K +145 +13%
BWP
1674
Baldwin Wealth Partners
Massachusetts
$313K – – –
DSA
1675
Droms Strauss Advisors
Missouri
$312K +$18.6K +76 +6%
65 66
67
68 69