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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 %
PEA
1726
Pacific Edge Advisors
California
$403K +$41.8K +142 +12%
QI
1727
Qtron Investments
Massachusetts
$400K -$272K -925 -40%
GW
1728
GW & Wade
Massachusetts
$400K +$400K +1,360 New
MBT
1729
Montecito Bank & Trust
California
$399K – – –
PHAM
1730
Palisades Hudson Asset Management
Florida
$397K – – –
SIA
1731
Strategic Investment Advisors
Michigan
$396K +$81.5K +277 +26%
MAM
1732
Marotta Asset Management
Virginia
$395K +$395K +1,443 New
HCA
1733
Heck Capital Advisors
Wisconsin
$394K +$17.9K +61 +5%
BEAM
1734
Baker Ellis Asset Management
Washington
$394K -$58.9K -200 -13%
KPW
1735
Kore Private Wealth
New York
$393K -$9.41K -32 -2%
FTC
1736
Farmers Trust Company
Ohio
$393K -$5.88K -20 -1%
PWLP
1737
Prio Wealth Limited Partnership
Massachusetts
$393K +$393K +1,338 New
LWA
1738
Lenox Wealth Advisors
New York
$391K +$9.41K +32 +2%
FSC
1739
Full Sail Capital
Oklahoma
$389K -$17.6K -58 -4%
PAM
1740
Private Asset Management
California
$389K – – –
IFG
1741
Investors Financial Group
Minnesota
$389K +$389K +1,322 New
CA
1742
Cornerstone Advisory
Maryland
$388K +$40.3K +137 +12%
EWM
1743
EPG Wealth Management
Georgia
$388K +$388K +1,320 New
TWA
1744
TCI Wealth Advisors
Arizona
$387K +$19.7K +67 +5%
LW
1745
Linscomb Wealth
Texas
$387K +$387K +1,316 New
BCA
1746
Bay Colony Advisors
Massachusetts
$384K -$245K -816 -39%
OPA
1747
Old Port Advisors
Maine
$384K – – –
AIM
1748
Alhambra Investment Management
Florida
$384K +$384K +1,305 New
MA
1749
MCF Advisors
Kentucky
$383K -$25K -85 -6%
LSC
1750
Lesa Sroufe & Co
Washington
$383K – – –
68 69
70
71 72