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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 %
OAM
1726
Occidental Asset Management
California
$268K – – –
WA
1727
WealthTrust Axiom
Pennsylvania
$268K – – –
DA
1728
Dillon & Associates
Michigan
$268K +$48.7K +200 +22%
BCA
1729
Berman Capital Advisors
Georgia
$268K +$93.9K +385 +54%
FIA
1730
FNY Investment Advisers
New York
$268K +$268K +1,100 New
SICM
1731
Sustainable Insight Capital Management
New York
$268K +$268K +1,100 New
MCM
1732
MV Capital Management
Maryland
$266K – – –
V
1733
VeraBank
Texas
$266K – – –
GCM
1734
Gables Capital Management
Florida
$266K +$168K +690 +173%
BCM
1735
Bluefin Capital Management
New York
$264K -$444K -1,816 -63%
KFGK
1736
Keystone Financial Group (Kentucky)
Kentucky
$264K +$264K +1,083 New
KPW
1737
Kore Private Wealth
New York
$263K +$12.7K +52 +5%
JCM
1738
Jacobi Capital Management
Pennsylvania
$263K +$50.3K +206 +24%
CI
1739
CX Institutional
Indiana
$263K +$89.4K +366 +51%
HCM
1740
Hollencrest Capital Management
California
$261K +$13.4K +55 +5%
TWM
1741
Torch Wealth Management
Ohio
$260K -$14.6K -60 -5%
FCIM
1742
Fairview Capital Investment Management
California
$259K -$13.1K -54 -5%
FC
1743
Financial Consulate
Maryland
$259K -$1.46K -6 -0.6%
CC
1744
Courier Capital
New York
$257K – – –
FCMC
1745
Founders Capital Management (Connecticut)
Connecticut
$256K – – –
WPA
1746
West Paces Advisors
Georgia
$255K – – –
CIC
1747
Chilton Investment Company
Connecticut
$255K – – –
FA
1748
Fortis Advisors
Pennsylvania
$255K – – –
RBFC
1749
Roman Butler Fullerton & Co
Missouri
$254K -$28.6K -117 -10%
SA
1750
Shilanski & Associates
Alaska
$254K +$254K +1,042 New
68 69
70
71 72