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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 %
LFA
2051
Lighthouse Financial Advisors
Maryland
$81K +$81K +276 New
PO
2052
Private Ocean
California
$80K +$886 +3 +1%
FWM
2053
Focused Wealth Management
New York
$78K -$3.81K -13 -5%
TJHA
2054
Thomas J. Herzfeld Advisors
Florida
$78K +$2.36K +8 +3%
WCG
2055
Weaver Consulting Group
California
$77K – – –
TCM
2056
TD Capital Management
Tennessee
$69K – – –
VEA
2057
Virtus ETF Advisers
New York
$65K +$65K +221 New
BWA
2058
BDO Wealth Advisors
Florida
$61K -$39.4K -135 -39%
WOC
2059
West Oak Capital
California
$59K -$14.8K -50 -20%
RAM
2060
Riggs Asset Management
Pennsylvania
$59K – – –
BAM
2061
Bellevue Asset Management
Washington
$59K +$59K +200 New
MAWCM
2062
Mine & Arao Wealth Creation & Management
California
$59K +$59K +200 New
RIM
2063
Ranger Investment Management
Texas
$56K -$18.5K -63 -25%
IWA
2064
Intercontinental Wealth Advisors
Texas
$54K -$102K -348 -65%
GWMIA
2065
Global Wealth Management Investment Advisory
Florida
$54K -$5.93K -20 -10%
CHA
2066
Carmichael Hill & Associates
Maryland
$54K +$54K +184 New
FWM
2067
FSA Wealth Management
Massachusetts
$54K +$54K +185 New
BAM
2068
Baldrige Asset Management
Pennsylvania
$53K -$3.22K -11 -6%
SC
2069
Solstein Capital
California
$53K +$53K +181 New
GDP
2070
Great Diamond Partners
Maine
$53K +$53K +183 New
DI
2071
Disciplined Investments
Oklahoma
$52K +$52K +176 New
LWM
2072
Lenox Wealth Management
Ohio
$51K -$70.8K -243 -58%
TF
2073
TimeScale Financial
Massachusetts
$50K -$4.39K -15 -8%
OSNBOA
2074
Old Second National Bank of Aurora
Illinois
$50K – – –
WCM
2075
Wealthcare Capital Management
Virginia
$49K +$20.8K +70 +74%
81 82
83
84 85