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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 %
SFWC
1951
Strategic Family Wealth Counselors
New Jersey
$232K +$232K +788 New
WAAG
1952
Wealth Alliance Advisory Group
Kansas
$232K +$232K +788 New
TC
1953
TownSquare Capital
Utah
$228K -$532K -1,810 -70%
BSAM
1954
Blue Square Asset Management
New York
$225K +$225K +767 New
FAM
1955
Flaharty Asset Management
Florida
$225K +$225K +767 New
LIA
1956
LBMC Investment Advisors
Tennessee
$224K +$224K +762 New
JHCP
1957
Jackson Hole Capital Partners
Oklahoma
$224K +$224K +763 New
MWM
1958
McNaughton Wealth Management
California
$224K +$224K +763 New
JCM
1959
Jag Capital Management
Missouri
$223K +$223K +759 New
NG
1960
Northstar Group
New York
$223K +$223K +759 New
LA
1961
Legacy Advisors
Pennsylvania
$223K +$223K +760 New
AWM
1962
Apollon Wealth Management
South Carolina
$223K +$223K +782 New
LWMM
1963
Legacy Wealth Management (Mississippi)
Mississippi
$222K +$222K +756 New
RFM
1964
Royal Fund Management
Florida
$222K +$45.2K +154 +26%
UF
1965
Univest Financial
Pennsylvania
$222K +$222K +1,387 New
OWM
1966
Orgel Wealth Management
Wisconsin
$221K +$221K +752 New
MC
1967
Matisse Capital
Oregon
$220K +$220K +750 New
CAM
1968
Claret Asset Management
Quebec, Canada
$219K -$66.4K -226 -23%
SWM
1969
Stockman Wealth Management
Montana
$218K +$218K +742 New
CA
1970
Continuum Advisory
Idaho
$215K +$215K +733 New
DIM
1971
Delta Investment Management
California
$215K +$215K +735 New
FANJ
1972
Financial Architects (New Jersey)
New Jersey
$214K +$8.24K +28 +4%
PP
1973
PDS Planning
Ohio
$214K +$214K +727 New
SFPG
1974
Stonebridge Financial Planning Group
Florida
$212K +$212K +722 New
LI
1975
LVZ Inc
Michigan
$212K +$212K +722 New
77 78
79
80 81