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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 %
DAM
2076
Delta Asset Management
Tennessee
$45K – – –
AIC
2077
Archer Investment Corporation
Indiana
$45K +$21.3K +72 +90%
LAS
2078
Lloyd Advisory Services
Georgia
$45K +$45K +153 New
GG
2079
Gleason Group
Kentucky
$44K +$44K +148 New
BHWM
2080
Bay Harbor Wealth Management
Maryland
$41K -$4.42K -15 -10%
WQ
2081
Wealth Quarterback
New Jersey
$39.8K +$39.8K +30,028 New
CA
2082
CXI Advisors
Indiana
$38K +$38K +128 New
ARMC
2083
American Research & Management Company
Massachusetts
$37K – – –
HGWM
2084
Harvest Group Wealth Management
Massachusetts
$37K – – –
ONST
2085
Old North State Trust
North Carolina
$37K – – –
SWM
2086
Selective Wealth Management
Virginia
$36K – – –
BGC
2087
Beutel, Goodman & Co
Ontario, Canada
$36K +$36K +125 New
HDIM
2088
Hanson & Doremus Investment Management
Vermont
$35K – – –
BC
2089
Barnett & Company
Tennessee
$34K +$5.86K +20 +21%
TCWM
2090
Total Clarity Wealth Management
Illinois
$34K +$34K +115 New
NSIM
2091
North Star Investment Management
Illinois
$33K -$7.59K -26 -19%
PCFFS
2092
Pacific Center for Financial Services
California
$33K – – –
ME
2093
McIlrath & Eck
Washington
$33K +$6.72K +23 +26%
FEG
2094
Financial Enhancement Group
Indiana
$32K – – –
POIA
2095
Pin Oak Investment Advisors
Texas
$31K -$80.5K -278 -72%
CFD
2096
Creative Financial Designs
Indiana
$31K -$3.84K -13 -11%
SIS
2097
Sound Income Strategies
Florida
$30K +$294 +1 +1%
HFS
2098
HBC Financial Services
Washington
$30K +$30K +105 New
VCS
2099
Vaughan & Co Securities
New Jersey
$29.4K +$29.4K +100 New
MWP
2100
Meridian Wealth Partners
Pennsylvania
$29K +$29K +97 New
82 83
84
85 86