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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 %
AC
601
Allstate Corporation
Illinois
$8.25M -$6.51M -26,093 -44%
GH
602
GAM Holding
Switzerland
$8.21M -$274K -1,097 -3%
VWM
603
Venturi Wealth Management
Texas
$8.14M -$734K -2,943 -8%
FNF
604
Fidelity National Financial
Florida
$8.09M – – –
WAM
605
Wallington Asset Management
Indiana
$8.08M -$32.4K -130 -0.4%
BCV
606
Banque Cantonale Vaudoise
Switzerland
$8.01M +$127K +509 +2%
GAM
607
Gotham Asset Management
New York
$8M +$381K +1,528 +5%
NFG
608
NewFocus Financial Group
Washington
$8M -$378K -1,517 -5%
CM
609
Corvex Management
New York
$8M +$8M +32,073 New
BCM
610
Bowie Capital Management
Texas
$7.98M +$2.99M +12,000 +60%
HIA
611
Harbor Investment Advisory
Maryland
$7.91M +$143K +573 +2%
LBC
612
Lowe Brockenbrough & Co
Virginia
$7.85M -$273K -1,094 -3%
AIP
613
Ameritas Investment Partners
Nebraska
$7.83M -$70.6K -283 -0.9%
MYIA
614
Mount Yale Investment Advisors
Colorado
$7.82M -$183K -733 -2%
PTB
615
Pioneer Trust Bank
Oregon
$7.82M -$83K -333 -1%
HT
616
Heritage Trust
Oklahoma
$7.77M -$478K -1,917 -6%
BIM
617
Bridgecreek Investment Management
Oklahoma
$7.77M +$48.6K +195 +0.6%
GC
618
Grimes & Company
Massachusetts
$7.7M -$268K -1,075 -3%
PGFC
619
Peapack-Gladstone Financial Corp
New Jersey
$7.68M +$4.08M +16,377 +114%
PI
620
PFS Investments
Georgia
$7.65M +$1.9M +7,619 +33%
NCM
621
Novare Capital Management
North Carolina
$7.6M -$151K -605 -2%
AFG
622
Albion Financial Group
Utah
$7.55M +$666K +2,672 +10%
CCMIC
623
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$7.55M +$3.84M +15,412 +104%
TW
624
Transform Wealth
Colorado
$7.54M +$493K +1,975 +7%
PJSIMP
625
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.51M -$172K -690 -2%
23 24
25
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