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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 %
GIP
751
Granite Investment Partners
California
$5.9M -$45.1K -153 -0.8%
CWM
752
Chronos Wealth Management
Florida
$5.85M -$221K -749 -4%
CCA
753
Catalyst Capital Advisors
New York
$5.84M -$445K -1,510 -7%
HEIP
754
Hudson Edge Investment Partners
New Jersey
$5.83M -$1.49M -5,068 -20%
WAM
755
World Asset Management
Michigan
$5.82M -$4.04M -13,689 -41%
LOPW
756
Live Oak Private Wealth
North Carolina
$5.81M +$34.2K +116 +0.6%
BWA
757
Burt Wealth Advisors
Maryland
$5.8M +$2.66K +9 +0%
PG
758
Pendal Group
Australia
$5.75M +$1.29M +4,387 +29%
PAS
759
Park Avenue Securities
New York
$5.74M +$762K +2,584 +15%
AAMA
760
Advanced Asset Management Advisors
Ohio
$5.72M – – –
CCM
761
Copeland Capital Management
Pennsylvania
$5.68M -$90.8K -308 -2%
OCM
762
Oakwood Capital Management
California
$5.67M +$175K +592 +3%
MWM
763
Meridian Wealth Management
Kentucky
$5.66M -$87.6K -297 -2%
SPC
764
Sigma Planning Corp
Michigan
$5.65M +$103K +349 +2%
HFS
765
Hantz Financial Services
Michigan
$5.65M +$229K +776 +4%
FMTC
766
Farmers & Merchants Trust Company
California
$5.63M +$21.5K +73 +0.4%
RGI
767
River Global Investors
United Kingdom
$5.61M -$8.19M -27,784 -59%
WAM
768
Wealthspire Advisors (Maryland)
Maryland
$5.58M -$28.9K -98 -0.5%
CAM
769
Cresset Asset Management
Illinois
$5.57M +$640K +2,170 +13%
FMBTD
770
First Midwest Bank Trust Division
Illinois
$5.55M -$57.5K -195 -1%
SCA
771
Spearhead Capital Advisors
Florida
$5.54M +$275K +934 +5%
PBT
772
Pictet Bank & Trust
Bahamas
$5.53M -$705K -2,390 -11%
IWA
773
IBEX Wealth Advisors
New Jersey
$5.51M +$1.91M +6,467 +53%
PAM
774
Premier Asset Management
Illinois
$5.49M +$417K +1,415 +8%
DIM
775
DC Investments Management
Virginia
$5.48M +$5.48M +18,591 New
29 30
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