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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 %
WBG
1751
Wharton Business Group
Pennsylvania
$253K +$6.84K +28 +3%
APG
1752
Abacus Planning Group
South Carolina
$252K -$36.6K -150 -13%
UWPG
1753
Ullmann Wealth Partners Group
Florida
$252K -$27K -111 -10%
BST
1754
Bath Savings Trust
Maine
$252K – – –
IA
1755
Independence Advisors
Pennsylvania
$252K +$15.4K +63 +7%
WLIM
1756
White Lighthouse Investment Management
Massachusetts
$251K -$36.6K -150 -13%
Voloridge Investment Management
1757
Voloridge Investment Management
Florida
$249K -$52.2M -214,121 -100%
FAM
1758
Formidable Asset Management
Ohio
$248K -$4.07M -16,401 -94%
SNT
1759
Security National Trust
West Virginia
$248K – – –
BWM
1760
BT Wealth Management
Georgia
$248K +$1.23K +5 +0.5%
SCG
1761
Sonata Capital Group
Washington
$248K +$12.2K +50 +5%
AAP
1762
Arax Advisory Partners
Colorado
$246K +$246K +1,009 New
KCPG
1763
Kavar Capital Partners Group
Kansas
$245K +$1.46K +6 +0.6%
SPL
1764
Smart Portfolios LLC
Washington
$244K – – –
KC
1765
Knuff & Co
California
$244K – – –
MBT
1766
Monroe Bank & Trust
Michigan
$243K – – –
CB
1767
CNB Bank
Pennsylvania
$243K +$55.2K +226 +29%
SFA
1768
Stewardship Financial Advisors
Georgia
$242K +$3.18K +13 +1%
ZIC
1769
ZWJ Investment Counsel
Georgia
$242K +$3.42K +14 +1%
GTAM
1770
Global Trust Asset Management
Florida
$241K +$230K +13,402 +2,137%
VAG
1771
VisionPoint Advisory Group
Texas
$240K +$240K +982 New
HKAM
1772
Horizon Kinetics Asset Management
New York
$239K – – –
HCM
1773
Howland Capital Management
Massachusetts
$238K – – –
WAP
1774
Wealthcare Advisory Partners
Pennsylvania
$238K +$47.3K +194 +25%
AIC
1775
Ameritas Investment Company
Nebraska
$237K -$400K -1,642 -63%
69 70
71
72 73