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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 %
GW
1776
GW & Wade
Massachusetts
$235K -$1.22K -5 -0.5%
VV
1777
Verity & Verity
South Carolina
$234K -$19.1K -78 -8%
OA
1778
Oxbow Advisors
Texas
$234K +$234K +958 New
WPW
1779
Winthrop Partners - WNY
New York
$232K – – –
CCM
1780
Chickasaw Capital Management
Tennessee
$232K – – –
PAM
1781
Premier Asset Management
Illinois
$232K – – –
IPW
1782
Inlet Private Wealth
Florida
$231K +$231K +867 New
KF
1783
Krilogy Financial
Missouri
$230K +$230K +944 New
SFSG
1784
Stearns Financial Services Group
North Carolina
$229K +$732 +3 +0.3%
MA
1785
MONECO Advisors
Connecticut
$227K -$43.5K -178 -16%
KP
1786
Keel Point
Alabama
$227K -$7.09K -29 -3%
LWM
1787
Liberty Wealth Management
California
$227K -$488 -2 -0.2%
SIA
1788
Strategic Investment Advisors
Michigan
$227K +$227K +964 New
BSB
1789
Bangor Savings Bank
Maine
$226K -$1.71K -7 -0.7%
OCM
1790
One Capital Management
California
$226K +$20.7K +85 +10%
CWM
1791
Cornerstone Wealth Management
Missouri
$225K -$217K -890 -49%
PAM
1792
Private Asset Management
California
$225K – – –
DWA
1793
Dougherty Wealth Advisers
Minnesota
$225K +$85.5K +350 +61%
WAG
1794
Winthrop Advisory Group
Massachusetts
$224K +$224K +919 New
DHFB
1795
Dixon Hubard Feinour & Brown
Virginia
$222K -$5.57M -22,850 -96%
MIM
1796
Moseley Investment Management
Florida
$222K – – –
KC
1797
Kingfisher Capital
North Carolina
$221K -$36.6K -150 -14%
CWM
1798
Concentric Wealth Management
California
$220K – – –
CPO
1799
Cerity Partners OCIO
New York
$217K +$217K +888 New
RWM
1800
Ritholtz Wealth Management
New York
$216K +$216K +886 New
70 71
72
73 74