UNH icon

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 %
MWPCG
1901
Measured Wealth Private Client Group
New Hampshire
$258K +$258K +876 New
CG
1902
Corundum Group
Colorado
$258K +$258K +877 New
SFG
1903
Summit Financial Group
West Virginia
$258K +$258K +877 New
WR
1904
Watson Rebecca
$258K +$258K +879 New
BCA
1905
Berman Capital Advisors
Georgia
$257K +$8.52K +29 +3%
KC
1906
Knuff & Co
California
$257K +$110K +375 +75%
PTC
1907
Philadelphia Trust Company
Pennsylvania
$256K +$256K +872 New
KC
1908
Kingfisher Capital
North Carolina
$254K +$254K +865 New
PBC
1909
Pavion Blue Capital
California
$253K +$253K +860 New
WLIM
1910
White Lighthouse Investment Management
Massachusetts
$251K -$23.5K -80 -9%
WP
1911
WealthShield Partners
North Carolina
$250K +$250K +850 New
IIA
1912
IPG Investment Advisors
California
$249K +$249K +846 New
WAM
1913
Weiss Asset Management
Massachusetts
$248K -$110K -374 -31%
BFG
1914
Barber Financial Group
Kansas
$247K +$247K +840 New
SWA
1915
Stratos Wealth Advisors
Ohio
$245K -$1.18M -4,006 -83%
WB
1916
Webster Bank
Connecticut
$245K – – –
AWE
1917
Avidian Wealth Enterprises
Texas
$244K +$244K +832 New
FCMT
1918
Founders Capital Management (Texas)
Texas
$243K – – –
CWM
1919
Concentric Wealth Management
California
$243K +$243K +825 New
FFG
1920
Fortem Financial Group
California
$242K -$126K -427 -34%
FAM
1921
Formidable Asset Management
Ohio
$242K +$242K +810 New
AIM
1922
Aspen Investment Management
Michigan
$241K +$241K +818 New
FUBT
1923
First United Bank & Trust
Maryland
$241K +$241K +820 New
EWM
1924
Elite Wealth Management
Washington
$240K +$240K +815 New
SGK
1925
Steigerwald Gordon & Koch
Virginia
$240K +$240K +815 New
75 76
77
78 79