Royce Value Tr (RVT) Shareholder Cls Investments Trimmed Holding by $724,438 as Shares Rose; Barrett Asset Management Raised Its Unitedhealth Group Com (UNH) Holding by $509,205; Shares Declined

UnitedHealth Group Incorporated (NYSE:UNH) Logo

Barrett Asset Management Llc increased its stake in Unitedhealth Group Inc Com (UNH) by 29.79% based on its latest 2018Q4 regulatory filing with the SEC. Barrett Asset Management Llc bought 2,045 shares as the company’s stock declined 15.99% while stock markets rallied. The institutional investor held 8,909 shares of the medical specialities company at the end of 2018Q4, valued at $2.22M, up from 6,864 at the end of the previous reported quarter. Barrett Asset Management Llc who had been investing in Unitedhealth Group Inc Com for a number of months, seems to be bullish on the $243.02 billion market cap company. The stock increased 0.40% or $1.02 during the last trading session, reaching $253.27. About 3.78M shares traded. UnitedHealth Group Incorporated (NYSE:UNH) has risen 5.15% since March 15, 2018 and is uptrending. It has outperformed by 0.78% the S&P500. Some Historical UNH News: 05/03/2018 UNITEDHEALTH – AS RESULT OF SALE,ADVISORY BOARD CO’S RIGHT TO NOMINATE 2 DIRECTORS TO EVOLENT HEALTH’S BOARD REDUCED TO RIGHT TO NOMINATE 1 DIRECTOR; 21/04/2018 – DJ UnitedHealth Group Incorporated, Inst Holders, 1Q 2018 (UNH); 06/03/2018 – UNITEDHEALTH IS SAID TO JOIN BIDS FOR ENVISION HEALTHCARE UNIT; 14/03/2018 – Zachary Tracer: SCOOP: UnitedHealth is no longer interested in a deal for Envision or its surgery centers. Comes after Envision; 11/04/2018 – Online therapy start-up Talkspace hires a chief medical officer from UnitedHealth; 15/03/2018 – The Dow traded 114 points higher, with UnitedHealth contributing the most to the gains; 17/04/2018 – UNITEDHEALTH GROUP INC – INCREASED OUTLOOK FOR 2018 NET EARNINGS TO RANGE OF $11.70 TO $11.95/SHARE AND ADJ NET EARNINGS OF $12.40 TO $12.65 PER SHARE; 18/05/2018 – UnitedHealth Group Supporting People Affected by Mass Shooting at Santa Fe High School; 17/04/2018 – UnitedHealth 1Q Adjusted Cash Flows From Operations $3.23B; 13/03/2018 – Top 3– #1 From drugmaker to drug manager: Ex-GSK chief Andrew Witty jumps to the helm of giant Optum $GSK $UNH

Cls Investments Llc decreased its stake in Royce Value Tr Inc (RVT) by 15.63% based on its latest 2018Q4 regulatory filing with the SEC. Cls Investments Llc sold 65,858 shares as the company’s stock rose 1.28% with the market. The institutional investor held 355,619 shares of the company at the end of 2018Q4, valued at $4.20M, down from 421,477 at the end of the previous reported quarter. Cls Investments Llc who had been investing in Royce Value Tr Inc for a number of months, seems to be less bullish one the $1.16 billion market cap company. The stock decreased 0.14% or $0.02 during the last trading session, reaching $13.9. About 247,867 shares traded. Royce Value Trust Inc. (NYSE:RVT) has declined 9.22% since March 15, 2018 and is downtrending. It has underperformed by 13.59% the S&P500.

Barrett Asset Management Llc, which manages about $1.48 billion and $1.30B US Long portfolio, decreased its stake in L3 Technologies Inc Com by 2,000 shares to 450 shares, valued at $78,000 in 2018Q4, according to the filing. It also reduced its holding in General Electric Co Com (NYSE:GE) by 86,054 shares in the quarter, leaving it with 81,596 shares, and cut its stake in Paypal Hldgs Inc Com.

Investors sentiment decreased to 1.1 in Q4 2018. Its down 0.02, from 1.12 in 2018Q3. It dropped, as 60 investors sold UNH shares while 511 reduced holdings. 138 funds opened positions while 491 raised stakes. 844.66 million shares or 7.32% more from 787.07 million shares in 2018Q3 were reported. Polaris Management Ltd invested in 2.26% or 198,342 shares. Lourd Capital Lc reported 0.06% stake. Ogorek Anthony Joseph Ny Adv invested 0.02% in UnitedHealth Group Incorporated (NYSE:UNH). 25,918 are owned by First Long Island Llc. Alliancebernstein Ltd Partnership reported 7.60M shares. Prudential Public Limited Company holds 1.36% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH) for 1.38M shares. Weatherstone Capital reported 4,299 shares. Westwood Holdings Group Inc has invested 0.98% in UnitedHealth Group Incorporated (NYSE:UNH). The Texas-based Cadence State Bank Na has invested 0.39% in UnitedHealth Group Incorporated (NYSE:UNH). 17,012 are held by United Amer (D B A Uas Asset Management). C M Bidwell And Limited reported 0.04% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH). 189,604 were reported by Natl Bank. Gotham Asset Lc invested 0.24% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH). Coldstream Cap Management stated it has 14,682 shares or 0.36% of all its holdings. Wedgewood Invsts Pa stated it has 1,320 shares or 0.6% of all its holdings.

More notable recent UnitedHealth Group Incorporated (NYSE:UNH) news were published by: Seekingalpha.com which released: “Financial Exchange Stock Talk: Ranjit Thomas On UnitedHealth – Seeking Alpha” on March 06, 2019, also 247Wallst.com with their article: “Johnson & Johnson and Other Health Care Stocks With Recent Death Crosses – 24/7 Wall St.” published on February 22, 2019, Seekingalpha.com published: “Buy UnitedHealth Group After The Dip – Seeking Alpha” on November 14, 2018. More interesting news about UnitedHealth Group Incorporated (NYSE:UNH) were released by: Investorplace.com and their article: “3 Big Stock Charts for Tuesday: American International, Invesco and UnitedHealth – Investorplace.com” published on February 26, 2019 as well as Streetinsider.com‘s news article titled: “UnitedHealth Group (UNH) Announces John H. Noseworthy, MD to Board – StreetInsider.com” with publication date: February 13, 2019.

Since November 9, 2018, it had 0 insider buys, and 6 insider sales for $11.73 million activity. BURKE RICHARD T had sold 15,000 shares worth $3.91M on Thursday, January 17. WILENSKY GAIL R also sold $1.65 million worth of UnitedHealth Group Incorporated (NYSE:UNH) shares. Shine Kenneth Irwin also sold $44,796 worth of UnitedHealth Group Incorporated (NYSE:UNH) shares.

Investors sentiment decreased to 1.63 in Q4 2018. Its down 1.64, from 3.27 in 2018Q3. It fall, as 12 investors sold RVT shares while 26 reduced holdings. 28 funds opened positions while 34 raised stakes. 19.59 million shares or 49.66% less from 38.91 million shares in 2018Q3 were reported. Citigroup owns 618 shares. Cetera Advisor Llc has 0.01% invested in Royce Value Trust Inc. (NYSE:RVT) for 30,710 shares. Mraz Amerine Assocs owns 94,344 shares or 0.37% of their US portfolio. Virginia-based 1607 Capital Partners Ltd Llc has invested 0.09% in Royce Value Trust Inc. (NYSE:RVT). Rothschild Il has 219,862 shares. General American Invsts accumulated 197,358 shares. Fmr Ltd Llc owns 0% invested in Royce Value Trust Inc. (NYSE:RVT) for 2 shares. Royal Bancorporation Of Canada holds 0% or 410,446 shares in its portfolio. Massmutual Trust Fsb Adv invested 0% in Royce Value Trust Inc. (NYSE:RVT). Da Davidson And Company has 0.04% invested in Royce Value Trust Inc. (NYSE:RVT) for 162,729 shares. 11,772 were reported by Dynamic Advisor Solutions Ltd. Cambridge Inv Rech holds 0.02% in Royce Value Trust Inc. (NYSE:RVT) or 174,066 shares. Bancorp Of Montreal Can has 64,847 shares for 0% of their portfolio. National Asset Management Incorporated holds 76,540 shares or 0.13% of its portfolio. Parametric Port Assocs Lc, a Washington-based fund reported 342,867 shares.

UnitedHealth Group Incorporated (NYSE:UNH) Institutional Positions Chart