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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 %
EPP
1776
ETF Portfolio Partners
Kansas
$355K +$29.1K +99 +9%
NEAM
1777
New England Asset Management
Connecticut
$353K – – –
GC
1778
Grace Capital
Massachusetts
$353K – – –
PCMC
1779
Paragon Capital Management (Colorado)
Colorado
$353K – – –
O
1780
Ossiam
France
$352K -$2.91M -9,919 -89%
PFA
1781
Pathway Financial Advisors
Vermont
$352K – – –
OR
1782
Olympiad Research
Connecticut
$351K +$351K +1,194 New
BWM
1783
BCS Wealth Management
Tennessee
$351K +$351K +1,195 New
PIA
1784
Perennial Investment Advisors
California
$349K +$349K +1,187 New
MCWA
1785
Meadow Creek Wealth Advisors
Georgia
$348K +$348K +1,185 New
TAM
1786
Trillium Asset Management
Massachusetts
$342K -$712K -2,423 -68%
RFO
1787
RiverGlades Family Offices
Florida
$342K -$191K -650 -36%
NB
1788
Northwest Bancshares
Pennsylvania
$342K – – –
SCG
1789
Sonata Capital Group
Washington
$342K – – –
CFW
1790
CA Family Wealth
California
$340K +$340K +1,157 New
EWA
1791
ERTS Wealth Advisors
Michigan
$338K -$19.7K -67 -6%
EPA
1792
Element Pointe Advisors
Florida
$338K – – –
ACP
1793
Aviance Capital Partners
Florida
$337K -$56.4K -192 -14%
WG
1794
Watchman Group
Texas
$337K +$337K +1,145 New
PPW
1795
Parcion Private Wealth
Washington
$337K +$337K +1,147 New
OFW
1796
Omnia Family Wealth
Florida
$336K – – –
VA
1797
Valmark Advisers
Ohio
$334K -$21.5K -73 -6%
ARTA
1798
A.R.T. Advisors
New York
$333K -$1.49M -5,067 -82%
PWAP
1799
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$333K -$84K -294 -20%
STA
1800
Summit Trail Advisors
New York
$331K +$331K +1,125 New
70 71
72
73 74