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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 %
CCM
1876
Cadence Capital Management
Massachusetts
$276K -$9.7K -33 -3%
ECA
1877
Elevated Capital Advisors
Utah
$276K +$276K +939 New
SFSG
1878
Stearns Financial Services Group
North Carolina
$273K -$4.42K -15 -2%
NED
1879
Nancy E. Dempze
$272K +$272K +925 New
WAP
1880
Wealthcare Advisory Partners
Pennsylvania
$271K +$13.5K +46 +5%
AWM
1881
Aevitas Wealth Management
Massachusetts
$271K +$271K +921 New
CDH
1882
Charles D. Hyman
$271K +$271K +921 New
I
1883
INVST
Indiana
$270K -$3.82K -13 -1%
SA
1884
Shilanski & Associates
Alaska
$270K -$2.65K -9 -1%
BWP
1885
BSW Wealth Partners
Colorado
$268K -$98.3K -335 -27%
DHFB
1886
Dixon Hubard Feinour & Brown
Virginia
$268K +$268K +910 New
HFA
1887
Hoover Financial Advisors
Pennsylvania
$267K +$267K +908 New
PCS
1888
Personal CFO Solutions
New Jersey
$265K -$7.64K -26 -3%
EA
1889
Emerald Advisors
Washington
$264K +$264K +929 New
PCM
1890
Poehling Capital Management
Wisconsin
$263K +$263K +895 New
MWM
1891
Mattern Wealth Management
Kansas
$263K +$263K +895 New
VWA
1892
Visionary Wealth Advisors
Illinois
$261K +$261K +888 New
ST
1893
Sabal Trust
Florida
$261K +$261K +889 New
VCM
1894
Virtue Capital Management
Tennessee
$260K -$1.54M -5,228 -86%
RWA
1895
Ropes Wealth Advisors
Massachusetts
$260K -$232K -788 -47%
SIM
1896
Sonora Investment Management
Arizona
$260K +$35K +119 +16%
VWM
1897
Vigilare Wealth Management
Arizona
$260K +$260K +950 New
SM
1898
Sciencast Management
New Jersey
$259K -$3.36M -11,337 -93%
CAGAS
1899
Capital Advisory Group Advisory Services
Minnesota
$258K -$119K -405 -32%
BFC
1900
Bedel Financial Consulting
Indiana
$258K – – –
74 75
76
77 78