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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 %
WSTAM
751
Wilbanks Smith & Thomas Asset Management
Virginia
$4.92M +$562K +2,255 +13%
VC
752
Vestor Capital
Illinois
$4.9M +$289K +1,158 +6%
BWA
753
Burt Wealth Advisors
Maryland
$4.9M -$28.9K -116 -0.6%
CCM
754
Copeland Capital Management
Pennsylvania
$4.88M +$531K +2,130 +12%
LOPW
755
Live Oak Private Wealth
North Carolina
$4.88M +$631K +2,529 +15%
HWA
756
Heritage Wealth Advisors
Virginia
$4.86M +$1.28M +5,120 +36%
MWM
757
Meridian Wealth Management
Kentucky
$4.86M +$542K +2,173 +13%
SAM
758
Sectoral Asset Management
Quebec, Canada
$4.85M -$313K -1,257 -6%
AAMA
759
Advanced Asset Management Advisors
Ohio
$4.84M +$2.24M +9,000 +87%
DWA
760
Douglass Winthrop Advisors
New York
$4.78M -$2.81M -11,265 -37%
MMG
761
Monetary Management Group
Missouri
$4.78M -$162K -650 -3%
SCA
762
Stonebridge Capital Advisors
Minnesota
$4.78M -$88.5K -355 -2%
SFS
763
Strategic Financial Services
New York
$4.76M -$573K -2,296 -11%
FMBTD
764
First Midwest Bank Trust Division
Illinois
$4.74M -$154K -617 -3%
WAM
765
Wealthspire Advisors (Maryland)
Maryland
$4.74M -$28.4K -114 -0.6%
FMTC
766
Farmers & Merchants Trust Company
California
$4.74M -$233K -936 -5%
AWM
767
Avitas Wealth Management
California
$4.72M -$114K -459 -2%
SAM
768
Stewart Asset Management
New York
$4.72M +$875K +3,507 +23%
SPC
769
Sigma Planning Corp
Michigan
$4.69M -$180K -723 -4%
SC
770
Stolper & Co
Oklahoma
$4.69M +$4.69M +18,788 New
OCM
771
Oakwood Capital Management
California
$4.64M -$21.2K -85 -0.5%
OIA
772
Optimum Investment Advisors
Illinois
$4.63M -$267K -1,071 -5%
ASA
773
Armstrong Shaw Associates
Connecticut
$4.6M -$60.8K -244 -1%
HFS
774
Hantz Financial Services
Michigan
$4.58M +$4.58M +18,365 New
CI
775
CX Institutional
Indiana
$4.57M +$2.12M +8,488 +86%
29 30
31
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