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UnitedHealth
UNH

Overview Fund Activity

1,926 hedge funds and large institutions have $178B invested in UnitedHealth in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 912 increasing their positions, 719 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,926
Holders Change
-35
Holders Change %
-1.78%
% of All Funds
42.3%
Holding in Top 10
111
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-25%
% of All Funds
2.44%
New
92
Increased
912
Reduced
719
Closed
113
Calls
$1.85B
Puts
$1.88B
Net Calls
-$22.5M
Net Calls Change
-$38.5M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$676M
2
Renaissance Technologies
Renaissance Technologies
New York
+$353M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$261M
4
Morgan Stanley
Morgan Stanley
New York
+$188M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$175M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$1.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$918M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$843M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$378M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1676
AIA Investment Management
Singapore
$290K +$290K +1,333 New
IIC
1677
Ironwood Investment Counsel
Arizona
$289K -$56.8K -262 -16%
COI
1678
Capital One Investing
Virginia
$288K -$9.36K -43 -3%
CFA
1679
Capstone Financial Advisors
Illinois
$288K +$44.1K +203 +18%
PAM
1680
Private Asset Management
California
$288K +$87.1K +400 +43%
FIM
1681
Fernwood Investment Management
Massachusetts
$287K +$5.44K +25 +2%
AOWM
1682
Alpha Omega Wealth Management
Virginia
$287K +$179K +698 +166%
LSC
1683
Lesa Sroufe & Co
Washington
$283K – – –
LWA
1684
Lenox Wealth Advisors
New York
$282K -$26.7K -123 -9%
BWP
1685
Baldwin Wealth Partners
Massachusetts
$280K +$870 +4 +0.3%
PV
1686
Private Vista
Illinois
$280K +$31.1K +142 +12%
HCA
1687
Heck Capital Advisors
Wisconsin
$278K +$10.9K +50 +4%
CAGAS
1688
Capital Advisory Group Advisory Services
Minnesota
$278K +$217 +1 +0.1%
FPCP
1689
Fort Point Capital Partners
California
$277K -$18.3K -84 -6%
CP
1690
Camelot Portfolios
Ohio
$276K -$17.2K -79 -6%
SIAS
1691
Shine Investment Advisory Services
Colorado
$275K -$48.2K -222 -15%
FBA
1692
Front Barnett Associates
Illinois
$275K – – –
JGIA
1693
Jackson Grant Investment Advisers
Connecticut
$274K +$1.09K +5 +0.4%
CC
1694
Courier Capital
New York
$273K +$45.7K +212 +20%
TFA
1695
Toth Financial Advisory
Virginia
$273K +$190K +872 +228%
MRI
1696
Mad River Investors
Massachusetts
$272K -$21.8K -100 -7%
TWA
1697
TCI Wealth Advisors
Arizona
$272K -$10.9K -50 -4%
FFG
1698
Fortem Financial Group
California
$272K -$8.49K -39 -3%
BWP
1699
BSW Wealth Partners
Colorado
$271K +$271K +1,248 New
CA
1700
Centerpoint Advisors
Massachusetts
$270K -$4.35K -20 -2%
66 67
68
69 70