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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 %
HIIFS
1851
Harel Insurance Investments & Financial Services
Israel
$122K +$122K +500 New
CG
1852
Cutler Group
California
$121K +$121K +498 New
HIM
1853
Hillsdale Investment Management
Ontario, Canada
$117K -$56.1K -230 -32%
IRC
1854
Investors Research Corp
Georgia
$117K – – –
BWM
1855
Baystate Wealth Management
Massachusetts
$116K -$36.4K -149 -24%
APC
1856
Aspire Private Capital
North Carolina
$116K +$16.8K +69 +17%
MF
1857
Manchester Financial
California
$115K +$115K +472 New
HH
1858
HWG Holdings
Texas
$110K -$63.9K -262 -37%
IWA
1859
Intercontinental Wealth Advisors
Texas
$110K – – –
ACM
1860
AUA Capital Management
Pennsylvania
$109K – – –
EIP
1861
Ellis Investment Partners
Pennsylvania
$108K +$108K +447 New
TFO
1862
Tarbox Family Office
California
$104K +$6.8K +28 +7%
AOWM
1863
Alpha Omega Wealth Management
Virginia
$102K – – –
WAS
1864
Winch Advisory Services
Wisconsin
$102K +$16.6K +68 +19%
LWM
1865
Lenox Wealth Management
Ohio
$101K +$1.71K +7 +2%
FWM
1866
Focused Wealth Management
New York
$99K -$2.45K -10 -2%
RFM
1867
Royal Fund Management
Florida
$99K +$75.2K +309 +315%
MCA
1868
Mercer Capital Advisers
New Jersey
$98K – – –
WOC
1869
West Oak Capital
California
$97K -$47.4K -195 -33%
POIA
1870
Pin Oak Investment Advisors
Texas
$94K +$94K +384 New
TFA
1871
Toth Financial Advisory
Virginia
$93K – – –
FMTCOCP
1872
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$89K -$36.7K -150 -29%
FMP
1873
Financial Management Professionals
Texas
$87K – – –
WCG
1874
Weaver Consulting Group
California
$87K – – –
PFGIA
1875
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$40.8K +167 +88%
73 74
75
76 77