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UnitedHealth
UNH

Overview Fund Activity

2,113 hedge funds and large institutions have $207B invested in UnitedHealth in 2020 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 888 increasing their positions, 889 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,113
Holders Change
-43
Holders Change %
-1.99%
% of All Funds
46.68%
Holding in Top 10
231
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+14.36%
% of All Funds
5.1%
New
153
Increased
888
Reduced
889
Closed
166
Calls
$1.69B
Puts
$2.02B
Net Calls
-$335M
Net Calls Change
-$279M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.47B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$479M
3
BlackRock
BlackRock
New York
+$399M
4
Victory Capital Management
Victory Capital Management
Texas
+$271M
5
RCG
Ruane, Cunniff & Goldfarb
New York
+$264M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
2
Capital International Investors
Capital International Investors
California
-$1.38B
3
JFA
Johanson Financial Advisors
California
-$842M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$398M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
PDM
451
Penn Davis McFarland
Texas
$14.7M +$4.3M +17,232 +41%
LSV Asset Management
452
LSV Asset Management
Illinois
$14.7M – – –
AI
453
Atom Investors
Texas
$14.7M +$11M +43,960 +297%
CAI
454
Capital Advisors Inc
Oklahoma
$14.7M -$871K -3,492 -6%
BPM
455
Blue Pool Management
Hong Kong
$14.6M -$1.82M -7,300 -11%
BPB
456
Badgley, Phelps & Bell
Washington
$14.6M -$356K -1,426 -2%
RJT
457
Raymond James Trust
Florida
$14.6M +$197K +788 +1%
LOAMS
458
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.6M +$445K +1,786 +3%
MA
459
MUFG Americas
New York
$14.5M +$1.39M +5,563 +11%
MML Investors Services
460
MML Investors Services
Massachusetts
$14.5M +$14.7K +59 +0.1%
RC
461
RBF Capital
California
$14.5M -$1.25M -5,000 -8%
VanEck Associates
462
VanEck Associates
New York
$14.4M -$43.6M -175,016 -75%
NPPM
463
North Point Portfolio Managers
Ohio
$14.3M -$253K -1,015 -2%
ORI
464
Oak Ridge Investments
Illinois
$14.3M -$6.45M -25,864 -31%
TTWM
465
TCV Trust & Wealth Management
Virginia
$14.2M -$1.08M -4,330 -7%
AWM
466
AE Wealth Management
Kansas
$14.1M +$983K +3,943 +8%
PA
467
Pinnacle Associates
New York
$14.1M +$166K +667 +1%
CIP
468
Chartwell Investment Partners
Pennsylvania
$13.8M +$141K +564 +1%
Wealthfront Advisers
469
Wealthfront Advisers
California
$13.7M +$1.7M +6,808 +14%
FA
470
Friess Associates
Delaware
$13.7M +$13.7M +55,000 New
NEI
471
Northwest & Ethical Investments
Ontario, Canada
$13.7M -$1.08M -4,317 -7%
CCM
472
Cohen Capital Management
California
$13.7M -$2.8M -11,213 -17%
BC
473
Brinker Capital
Pennsylvania
$13.6M -$441K -1,769 -3%
RC
474
RegentAtlantic Capital
New Jersey
$13.4M -$582K -2,334 -4%
SGAM
475
Smith Group Asset Management
Texas
$13.3M -$1.21M -4,865 -8%
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