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UnitedHealth
UNH

Overview Fund Activity

2,201 hedge funds and large institutions have $246B invested in UnitedHealth in 2020 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 940 increasing their positions, 835 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
+88
Holders Change %
+4.16%
% of All Funds
45.24%
Holding in Top 10
237
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.6%
% of All Funds
4.87%
New
196
Increased
940
Reduced
835
Closed
88
Calls
$1.93B
Puts
$2.25B
Net Calls
-$320M
Net Calls Change
+$15.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.67B
2
BlackRock
BlackRock
New York
+$1.06B
3
Fisher Asset Management
Fisher Asset Management
Washington
+$691M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$415M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$348M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.41B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$544M
3
Dodge & Cox
Dodge & Cox
California
-$521M
4
Capital International Investors
Capital International Investors
California
-$501M
5
LPC
Lone Pine Capital
Connecticut
-$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
451
Advisors Asset Management
Colorado
$17.8M +$270K +915 +2%
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$17.6M -$20.1K -68 -0.1%
RJT
453
Raymond James Trust
Florida
$17.6M +$317K +1,075 +2%
Mercer Global Advisors
454
Mercer Global Advisors
Colorado
$17.4M +$2.75M +9,319 +19%
OC
455
Oppenheimer & Co
New York
$17.4M -$1.34M -4,558 -7%
GBA
456
Garrison Bradford & Associates
New York
$17.4M -$14.2K -48 -0.1%
NEI
457
Northwest & Ethical Investments
Ontario, Canada
$17.4M +$1.19M +4,028 +7%
PDM
458
Penn Davis McFarland
Texas
$17.3M -$31.3K -106 -0.2%
BPB
459
Badgley, Phelps & Bell
Washington
$17.3M +$9.14K +31 +0.1%
Wealthfront Advisers
460
Wealthfront Advisers
California
$17.2M +$983K +3,334 +6%
LSV Asset Management
461
LSV Asset Management
Illinois
$17.1M -$236K -800 -1%
QI
462
QV Investors
Alberta, Canada
$17.1M -$3.32M -11,260 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
463
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17.1M -$18.4M -62,265 -52%
HCM
464
Hilton Capital Management
New York
$17.1M +$17.1M +57,844 New
LOAMS
465
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.6M -$621K -2,105 -4%
LWCA
466
Locust Wood Capital Advisers
New York
$16.6M +$12M +40,765 +262%
ORI
467
Oak Ridge Investments
Illinois
$16.6M -$280K -948 -2%
PHS
468
PFM Health Sciences
California
$16.5M -$14.4M -48,812 -47%
ACM
469
Azimuth Capital Management
Michigan
$16.4M +$5.07M +17,177 +45%
NPPM
470
North Point Portfolio Managers
Ohio
$16.3M -$627K -2,126 -4%
SIM
471
Sentry Investment Management
Wisconsin
$16.3M +$2.4M +8,132 +17%
BCM
472
Bridgeway Capital Management
Texas
$16.3M -$3.19M -10,820 -16%
RC
473
RBF Capital
California
$16.2M -$885K -3,000 -5%
CCM
474
Cohen Capital Management
California
$16.2M – – –
SGAM
475
Smith Group Asset Management
Texas
$16.2M +$404K +1,370 +3%
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