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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 %
GFA
726
Gifford Fong Associates
California
$6.49M +$5.9M +20,000 +1,000%
FC
727
Fulcrum Capital
Washington
$6.46M -$579K -1,962 -8%
WSTAM
728
Wilbanks Smith & Thomas Asset Management
Virginia
$6.43M +$617K +2,093 +11%
Bank Julius Baer & Co
729
Bank Julius Baer & Co
Switzerland
$6.36M +$816K +3,265 +15%
DJSG
730
D.J. St. Germain
Massachusetts
$6.35M -$92.3K -313 -1%
Rafferty Asset Management
731
Rafferty Asset Management
New York
$6.34M +$4.19M +14,211 +195%
SBL
732
Sargent Bickham Lagudis
Colorado
$6.34M +$163K +551 +3%
RIM
733
Rampart Investment Management
Connecticut
$6.31M +$3.91M +13,243 +163%
LNWWM
734
Laird Norton Wetherby Wealth Management
California
$6.3M +$237K +803 +4%
SCM
735
Shelton Capital Management
Colorado
$6.3M +$324K +1,100 +5%
FIB
736
First Interstate Bank
Montana
$6.28M -$405K -1,374 -6%
VIA
737
Vident Investment Advisory
Georgia
$6.27M +$433K +1,467 +7%
LIA
738
LS Investment Advisors
Michigan
$6.25M +$35.4K +120 +0.6%
HCMT
739
Highland Capital Management (Tennessee)
Tennessee
$6.24M -$5.45M -18,473 -47%
SS
740
Simplicity Solutions
Minnesota
$6.19M -$2.25M -7,625 -27%
SAM
741
Stewart Asset Management
New York
$6.17M +$589K +1,997 +11%
CAM
742
Cubic Asset Management
Massachusetts
$6.08M -$73.7K -250 -1%
CCP
743
Corient Capital Partners
California
$6.04M +$985K +3,338 +19%
PH
744
Pinnacle Holdings
Oklahoma
$6.04M +$52.8K +179 +0.9%
CI
745
CX Institutional
Indiana
$6.03M +$641K +2,174 +12%
CAM
746
Cozad Asset Management
Illinois
$6.03M -$42.8K -145 -0.7%
PIM
747
Penobscot Investment Management
Massachusetts
$6.03M +$178K +605 +3%
CAC
748
Core Alternative Capital
Georgia
$6M -$139K -471 -2%
SBIA
749
Sheaff Brock Investment Advisors
Indiana
$5.97M -$71.4K -242 -1%
GWM
750
Greenwich Wealth Management
Connecticut
$5.97M -$10.6K -36 -0.2%
28 29
30
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