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 %
FWC
2001
First Washington Corp
Washington
$189K +$189K +642 New
KPCM
2002
Kings Point Capital Management
New York
$185K -$21.7K -74 -11%
TAIM
2003
TD Ameritrade Investment Management
Nebraska
$180K +$83.4K +283 +86%
ED
2004
Exane Derivatives
France
$180K -$683K -2,304 -79%
PWP
2005
Personal Wealth Partners
Minnesota
$178K – – –
FBT
2006
First Bank & Trust
South Dakota
$178K +$10.6K +36 +6%
PFGIA
2007
Patriot Financial Group Insurance Agency
Massachusetts
$176K +$40.6K +138 +30%
WFMPM
2008
Woodley Farra Manion Portfolio Management
Indiana
$171K +$171K +580 New
DWA
2009
Dougherty Wealth Advisers
Minnesota
$168K – – –
MF
2010
Manchester Financial
California
$168K +$168K +570 New
IRC
2011
Investors Research Corp
Georgia
$165K – – –
SLF
2012
Sun Life Financial
Ontario, Canada
$162K -$66.3K -225 -29%
EI
2013
Ellevest Inc
New York
$162K +$64.8K +220 +67%
ICM
2014
Islay Capital Management
Texas
$160K +$160K +545 New
EIP
2015
Ellis Investment Partners
Pennsylvania
$155K +$15.1K +52 +11%
APC
2016
Aspire Private Capital
North Carolina
$154K +$4.42K +15 +3%
VCM
2017
Versant Capital Management
Arizona
$150K -$8.77K -30 -6%
CPA
2018
Cowen Prime Advisors
New York
$147K – – –
CFG
2019
Capstone Financial Group
Oklahoma
$147K +$147K +500 New
LWANC
2020
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K – – –
AA
2021
Argent Advisors
Louisiana
$141K +$141K +479 New
ACM
2022
AUA Capital Management
Pennsylvania
$131K – – –
SAS
2023
Stelac Advisory Services
New York
$131K +$131K +445 New
HIM
2024
Hillsdale Investment Management
Ontario, Canada
$126K -$8.79K -30 -7%
BWM
2025
Baystate Wealth Management
Massachusetts
$126K -$4.11K -14 -3%
79 80
81
82 83