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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 %
MAM
1676
Marquette Asset Management
Minnesota
$455K – – –
TFCP
1677
Twin Focus Capital Partners
Massachusetts
$455K +$108K +369 +31%
ACM
1678
Allred Capital Management
Texas
$452K -$135K -459 -23%
TWM
1679
Titus Wealth Management
California
$449K – – –
CFA
1680
Capstone Financial Advisors
Illinois
$449K +$59.7K +203 +15%
PP
1681
Parplus Partners
New York
$448K +$448K +1,523 New
CWS
1682
Cypress Wealth Services
California
$447K – – –
AWM
1683
Aries Wealth Management
Maine
$443K +$5.83K +20 +1%
FNBOH
1684
First National Bank of Hutchinson
Kansas
$442K -$64.4K -219 -13%
AWM
1685
AllSquare Wealth Management
New York
$442K -$16.2K -55 -4%
ACA
1686
Ackerman Capital Advisors
Texas
$441K -$147K -500 -25%
FPCP
1687
Fort Point Capital Partners
California
$441K +$66.7K +227 +18%
WP
1688
WMS Partners
Maryland
$440K -$15.6K -53 -3%
AIM
1689
AIA Investment Management
Singapore
$438K +$46.4K +158 +12%
TC
1690
Trust Company
Kansas
$437K +$30.6K +104 +8%
VWA
1691
V Wealth Advisors
Kansas
$436K – – –
CP
1692
Camelot Portfolios
Ohio
$435K +$61.2K +208 +16%
ACM
1693
Anfield Capital Management
California
$435K +$435K +1,472 New
SWP
1694
Summit Wealth Partners
Florida
$434K +$434K +1,475 New
CWM
1695
Circle Wealth Management
New Jersey
$433K -$43.8K -149 -9%
SFG
1696
Sunburst Financial Group
Alabama
$433K +$433K +1,472 New
BBA
1697
Braun-Bostich & Associates
Pennsylvania
$431K -$198K -677 -32%
C
1698
Certuity
Florida
$429K +$429K +1,460 New
SCI
1699
Stableford Capital II
Arizona
$427K -$3.53K -12 -0.8%
ACM
1700
Armbruster Capital Management
New York
$426K – – –
66 67
68
69 70