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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 %
DWA
776
Douglass Winthrop Advisors
New York
$5.46M -$200K -678 -4%
OIA
777
Optimum Investment Advisors
Illinois
$5.41M -$61.6K -209 -1%
SCA
778
Stonebridge Capital Advisors
Minnesota
$5.39M -$267K -904 -5%
BRWM
779
B. Riley Wealth Management
Tennessee
$5.39M -$646K -2,191 -11%
FMT
780
First Mercantile Trust
Tennessee
$5.39M +$285K +966 +6%
RCM
781
RNC Capital Management
California
$5.38M +$327K +1,110 +6%
MMG
782
Monetary Management Group
Missouri
$5.37M -$280K -950 -5%
SC
783
Scholtz & Company
Connecticut
$5.37M +$1.75M +5,940 +48%
APA
784
American Portfolios Advisors
New York
$5.36M +$403K +1,368 +8%
AIA
785
Affinity Investment Advisors
California
$5.35M -$1.88M -6,360 -26%
GFPC
786
Global Financial Private Capital
Florida
$5.32M -$10.9K -37 -0.2%
CNBTD
787
Citizens National Bank Trust Department
Mississippi
$5.32M +$233K +790 +5%
MIA
788
MainStreet Investment Advisors
Illinois
$5.28M -$1.75M -5,932 -25%
DADC
789
D.A. Davidson & Co
Montana
$5.28M -$5.56M -18,855 -51%
VLC
790
Van Leeuwen & Company
New Jersey
$5.27M +$1.77M +6,012 +51%
Marshall Wace
791
Marshall Wace
United Kingdom
$5.27M -$58.5M -198,441 -92%
BCM
792
BTC Capital Management
Iowa
$5.26M +$972K +3,291 +23%
AWP
793
Ascent Wealth Partners
New York
$5.26M -$25.1K -85 -0.5%
EAM
794
EULAV Asset Management
Florida
$5.25M -$885 -3 -0%
DLCIG
795
D.L. Carlson Investment Group
New Hampshire
$5.25M +$3.13M +10,617 +148%
SNB
796
Security National Bank
Nebraska
$5.24M +$283K +960 +6%
ELI
797
Empire Life Investments
Ontario, Canada
$5.23M +$419K +1,421 +9%
IAA
798
Independent Advisor Alliance
North Carolina
$5.21M +$151K +512 +3%
SCM
799
SOL Capital Management
Maryland
$5.2M -$97.3K -330 -2%
WAM
800
Weatherly Asset Management
California
$5.19M +$41.3K +140 +0.8%
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