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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 %
SSWM
1976
Smith Salley Wealth Management
North Carolina
$211K +$211K +719 New
APW
1977
Austin Private Wealth
Texas
$211K +$211K +719 New
BPWA
1978
Beacon Pointe Wealth Advisors
California
$209K +$209K +711 New
CWM
1979
Cornerstone Wealth Management
Missouri
$209K +$209K +712 New
TFO
1980
Tarbox Family Office
California
$207K +$81.3K +277 +65%
MS
1981
Mizuho Securities
Japan
$206K +$206K +700 New
OCM
1982
Orser Capital Management
Texas
$206K +$206K +700 New
SWP
1983
Strategic Wealth Partners
Ohio
$205K -$133K -454 -39%
IDBONY
1984
Israel Discount Bank of New York
New York
$205K +$205K +698 New
PA
1985
PSI Advisors
Florida
$205K +$205K +700 New
NIM
1986
Northeast Investment Management
Massachusetts
$204K -$74.4K -253 -27%
SW
1987
SteelPeak Wealth
California
$204K +$204K +692 New
CWA
1988
Clarus Wealth Advisors
Arizona
$204K +$204K +693 New
SSW
1989
Smith Shellnut Wilson
Mississippi
$203K +$203K +691 New
FLAM
1990
First Light Asset Management
Minnesota
$203K +$203K +692 New
GAM
1991
Grandview Asset Management
Pennsylvania
$202K +$202K +689 New
QAM
1992
QCI Asset Management
New York
$200K – – –
CHC
1993
City Holding Co
West Virginia
$199K – – –
FPFS
1994
First Personal Financial Services
North Carolina
$198K -$49.8K -169 -20%
HWM
1995
Howard Wealth Management
Connecticut
$198K +$198K +676 New
APW
1996
Acima Private Wealth
Virginia
$197K – – –
FNBOSM
1997
First National Bank of South Miami
Florida
$195K -$897K -3,044 -82%
VVP
1998
Vulcan Value Partners
Alabama
$191K +$191K +651 New
FCB
1999
First Command Bank
Texas
$189K – – –
FCFS
2000
First Command Financial Services
Texas
$189K – – –
78 79
80
81 82