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UnitedHealth
UNH

Overview Fund Activity

1,939 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 871 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.03%
Holding in Top 10
175
Holding in Top 10 Change
-104
Holding in Top 10 Change %
-37.28%
% of All Funds
3.79%
New
143
Increased
871
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$763M
2
Capital World Investors
Capital World Investors
California
+$564M
3
Capital International Investors
Capital International Investors
California
+$514M
4
State Street
State Street
Massachusetts
+$409M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$379M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$555M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
4
ECU
Egerton Capital (UK)
United Kingdom
-$459M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
2001
Crescent Grove Advisors
Illinois
– -$373K -1,496 Closed
AWA
2002
AmeriServ Wealth Advisors
Pennsylvania
– -$323K -1,295 Closed
WT
2003
Washington Trust
Rhode Island
– -$293K -1,178 Closed
MWP
2004
MYCIO Wealth Partners
Pennsylvania
– -$292K -1,173 Closed
MWM
2005
Merriman Wealth Management
Washington
– -$280K -1,168 Closed
EPA
2006
Element Pointe Advisors
Florida
– -$283K -1,135 Closed
PM
2007
Parametrica Management
Hong Kong
– -$280K -1,124 Closed
CPC
2008
Cookson Peirce & Co
Pennsylvania
– -$280K -1,124 Closed
JIM
2009
Jupiter Investment Management
United Kingdom
– -$269K -1,082 Closed
PCM
2010
Palisade Capital Management
New Jersey
– -$268K -1,074 Closed
LW
2011
Linscomb Wealth
Texas
– -$260K -1,043 Closed
WIP
2012
Wellesley Investment Partners
Massachusetts
– -$258K -1,036 Closed
Diamond Hill Capital Management
2013
Diamond Hill Capital Management
Ohio
– -$248K -997 Closed
FVWA
2014
Foster Victor Wealth Advisors
South Carolina
– -$247K -991 Closed
CPIG
2015
Chicago Partners Investment Group
Illinois
– -$240K -979 Closed
NICM
2016
Neo Ivy Capital Management
New York
– -$238K -956 Closed
FTI
2017
Fiduciary Trust International
Massachusetts
– -$226K -906 Closed
TFF
2018
The Family Firm
Maryland
– -$220K -885 Closed
MIA
2019
MainStreet Investment Advisors
Illinois
– -$219K -880 Closed
DP
2020
Dearborn Partners
Illinois
– -$215K -864 Closed
HWM
2021
Highwater Wealth Management
Colorado
– -$214K -860 Closed
FCFC
2022
First Commonwealth Financial Corp
Pennsylvania
– -$208K -836 Closed
ZF
2023
Zhang Financial
Michigan
– -$204K -817 Closed
ECG
2024
Edge Capital Group
Georgia
– -$202K -811 Closed
WANY
2025
Wealthspire Advisors (New York)
New York
– -$186K -747 Closed
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