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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 %
TFA
2101
Tobias Financial Advisors
Florida
$29K +$29K +100 New
RWB
2102
RMR Wealth Builders
New Jersey
$29K +$29K +100 New
CFN
2103
Cordasco Financial Network
Florida
$28K – – –
HWM
2104
Holloway Wealth Management
Florida
$26K -$19K – –
FA
2105
Financial Advantage
Maryland
$26K – – –
LWA
2106
Lowe Wealth Advisors
Maryland
$24K +$296 +1 +1%
1NWS
2107
1 North Wealth Services
Maryland
$22K – – –
OAJ
2108
Ogorek Anthony Joseph
New York
$22K +$5.64K +20 +34%
CAL
2109
Capital Advisors Ltd
Ohio
$21K – – –
FPB
2110
First PREMIER Bank
South Dakota
$19K – – –
WLPWM
2111
Walled Lake Planning & Wealth Management
Illinois
$19K +$19K +64 New
RFWA
2112
RPg Family Wealth Advisory
Massachusetts
$18.8K – – –
SAM
2113
S.A. Mason
Michigan
$18K +$18K +60 New
ETC
2114
Exchange Traded Concepts
Oklahoma
$18K +$18K +62 New
CMBA
2115
C.M. Bidwell & Associates
Hawaii
$17K -$37.5K -130 -69%
CWA
2116
Capital Wealth Alliance
Arizona
$17K +$17K +63 New
AS
2117
Altshuler Shaham
Israel
$15K +$15K +50 New
AA
2118
AlphaMark Advisors
Kentucky
$15K +$15K +50 New
LWM
2119
Lionsbridge Wealth Management
Florida
$15K +$15K +52 New
KIG
2120
Kessler Investment Group
Indiana
$14K – – –
RBC
2121
Roble Belko & Company
Pennsylvania
$14K – – –
EWM
2122
Edge Wealth Management
New York
$13K +$13K +45 New
ARIS
2123
Advanced Research Investment Solutions
California
$12.9K +$12.9K +44 New
KFS
2124
Kelly Financial Services
Massachusetts
$12.7K – – –
HI
2125
Hudock Inc
Pennsylvania
$12K -$673K -2,298 -98%
83 84
85
86 87