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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 %
PCA
526
Private Capital Advisors
Connecticut
$12.9M -$29.5K -100 -0.2%
PP
527
Patten & Patten
Tennessee
$12.8M -$47.2K -160 -0.4%
MC
528
Middleton & Co
Massachusetts
$12.8M +$38.1K +129 +0.3%
SW
529
SVB Wealth
Massachusetts
$12.7M +$156K +530 +1%
FNT
530
First National Trust
Pennsylvania
$12.6M +$635K +2,153 +5%
FNBT
531
FineMark National Bank & Trust
Florida
$12.6M +$270K +916 +2%
CGH
532
Crossmark Global Holdings
Texas
$12.6M +$786K +2,664 +7%
SCA
533
Stillwater Capital Advisors
Pennsylvania
$12.6M +$122K +414 +1%
CA
534
Cullinan Associates
Kentucky
$12.5M -$490K -1,660 -4%
ECM
535
ETrade Capital Management
Virginia
$12.5M +$349K +1,184 +3%
CWM
536
Calamos Wealth Management
Illinois
$12.5M -$326K -1,106 -3%
HWA
537
Heritage Wealth Advisors
Virginia
$12.3M +$6.6M +22,367 +115%
GAM
538
Gotham Asset Management
New York
$12.3M +$2.85M +9,661 +30%
TAM
539
Tocqueville Asset Management
New York
$12.3M -$461K -1,563 -4%
SCA
540
Snowden Capital Advisors
New York
$12.2M +$184K +623 +2%
Lido Advisors
541
Lido Advisors
California
$12.2M +$4.56M +15,463 +60%
OSIA
542
O'Shares Investment Advisers
Massachusetts
$12.1M +$1.39M +4,728 +13%
BAM
543
Bell Asset Management
Australia
$12.1M -$803K -2,721 -6%
LSERS
544
Louisiana State Employees Retirement System
Louisiana
$12M +$147K +500 +1%
NCM
545
Narwhal Capital Management
Georgia
$12M +$674K +2,286 +6%
B
546
Barings
North Carolina
$11.9M – – –
LS
547
Livforsakringsbolaget Skandia
Sweden
$11.8M +$1M +3,400 +9%
EAM
548
Eagle Asset Management
Florida
$11.8M +$174K +599 +1%
BCM
549
BTR Capital Management
California
$11.8M -$21.8K -74 -0.2%
SPC
550
Stewart & Patten Company
California
$11.7M +$30.4K +103 +0.3%
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