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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 %
CFG
1876
CKW Financial Group
Hawaii
$85K +$12.1K +50 +17%
BWA
1877
BDO Wealth Advisors
Florida
$83K +$2.2K +9 +3%
SIAP
1878
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$82K – – –
NC
1879
NewSquare Capital
Pennsylvania
$76K – – –
LWS
1880
Lucia Wealth Services
California
$76K – – –
EI
1881
Ellevest Inc
New York
$74K +$15.3K +63 +26%
KIG
1882
Kessler Investment Group
Indiana
$73K – – –
MS
1883
Mizuho Securities
Japan
$73K +$73K +300 New
EWA
1884
Evolution Wealth Advisors
Florida
$72K +$72K +297 New
TFGT
1885
TS Financial Group (TSFG)
Illinois
$70K +$243 +1 +0.3%
TCM
1886
Tradewinds Capital Management
Washington
$69K – – –
PWP
1887
Personal Wealth Partners
Minnesota
$67K +$67K +275 New
TJHA
1888
Thomas J. Herzfeld Advisors
Florida
$63K +$52.5K +214 +498%
RIM
1889
Ranger Investment Management
Texas
$62K -$23.4K -96 -27%
NCM
1890
Next Capital Management
New York
$61K +$61K +252 New
TCM
1891
TD Capital Management
Tennessee
$57K – – –
CAL
1892
Capital Advisors Ltd
Ohio
$57K +$40K +165 +236%
GWMIA
1893
Global Wealth Management Investment Advisory
Florida
$55K -$1.46K -6 -3%
CFD
1894
Creative Financial Designs
Indiana
$50K – – –
RAM
1895
Riggs Asset Management
Pennsylvania
$49K – – –
BAM
1896
Baldrige Asset Management
Pennsylvania
$47K – – –
PFO
1897
Pathstone Family Office
New Jersey
$46K -$134K -524 -74%
TF
1898
TimeScale Financial
Massachusetts
$45K +$45K +186 New
MWM
1899
Meridian Wealth Management
Kentucky
$44.7K +$310 +127 +0.7%
GAM
1900
Griffin Asset Management
New York
$44K +$44K +180 New
74 75
76
77 78