UNH icon

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 %
CAGAS
1676
Capital Advisory Group Advisory Services
Minnesota
$312K +$83.4K +342 +36%
IC
1677
InterOcean Capital
Illinois
$311K -$19.3K -79 -6%
PEA
1678
Pacific Edge Advisors
California
$309K -$122K -501 -28%
FBA
1679
Front Barnett Associates
Illinois
$309K – – –
AW
1680
Alpha Windward
Massachusetts
$308K +$4.31K +17 +1%
CA
1681
Centerpoint Advisors
Massachusetts
$308K +$165K +675 +115%
DIM
1682
DC Investments Management
Virginia
$307K -$673K -2,764 -69%
M
1683
Mirova
France
$306K – – –
JGIA
1684
Jackson Grant Investment Advisers
Connecticut
$306K +$1.22K +5 +0.4%
MIP
1685
Marietta Investment Partners
Wisconsin
$304K -$40.5K -166 -12%
CHP
1686
Cable Hill Partners
Oregon
$304K -$26.1K -107 -8%
EWM
1687
Endurance Wealth Management
Rhode Island
$304K – – –
WPC
1688
White Pine Capital
Minnesota
$303K +$303K +1,240 New
HCA
1689
Heck Capital Advisors
Wisconsin
$300K +$119K +487 +66%
CCM
1690
Crossvault Capital Management
Texas
$299K – – –
GEM
1691
Global Endowment Management
North Carolina
$298K -$442K -1,810 -60%
ATC
1692
Adirondack Trust Company
New York
$298K -$6.1K -25 -2%
PCM
1693
Parsons Capital Management
Rhode Island
$297K -$5.6K -23 -2%
EWA
1694
ERTS Wealth Advisors
Michigan
$297K +$37.1K +152 +14%
MBT
1695
Montecito Bank & Trust
California
$296K -$48.8K -200 -14%
FFG
1696
Ford Financial Group
California
$295K +$295K +1,210 New
GC
1697
Grace Capital
Massachusetts
$293K -$2.35M -9,625 -89%
NEAM
1698
New England Asset Management
Connecticut
$293K – – –
RWP
1699
RWA Wealth Partners
Massachusetts
$293K – – –
PCMC
1700
Paragon Capital Management (Colorado)
Colorado
$293K – – –
66 67
68
69 70