UNH icon

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 %
RC
826
Roundview Capital
New Jersey
$4.67M +$149K +504 +3%
ECML
827
Eagle Capital Management (Louisiana)
Louisiana
$4.67M -$47.2K -160 -1%
P
828
Pitcairn
Pennsylvania
$4.65M +$211K +715 +5%
ASA
829
Armstrong Shaw Associates
Connecticut
$4.64M -$802K -2,719 -15%
TNB
830
TCF National Bank
South Dakota
$4.62M +$800K +3,277 +21%
CT
831
Coastline Trust
Rhode Island
$4.61M -$184K -625 -4%
CCFCSB
832
Cape Cod Five Cents Savings Bank
Massachusetts
$4.61M -$20.4K -69 -0.4%
JIC
833
Johnson Investment Counsel
Ohio
$4.6M -$3.32M -11,267 -42%
LCM
834
Liberty Capital Management
Michigan
$4.58M -$281K -951 -6%
CIA
835
Capital Investment Advisors
Georgia
$4.56M +$1.07M +3,617 +31%
GIA
836
GHP Investment Advisors
Colorado
$4.55M +$362K +1,227 +9%
ACM
837
Ayrshire Capital Management
Connecticut
$4.54M +$627K +2,127 +16%
HB
838
Homrich & Berg
Georgia
$4.53M +$424K +1,439 +10%
RCP
839
Rothschild Capital Partners
New York
$4.52M – – –
MS
840
Marshall & Sullivan
Washington
$4.51M -$23K -78 -0.5%
SMFG
841
Sumitomo Mitsui Financial Group
Japan
$4.49M -$386K -1,308 -8%
S
842
SimplyRich
California
$4.48M +$5.8K +20 +0.1%
LBD
843
Landsberg Bennett & Dubbaneh
Florida
$4.48M +$105K +363 +2%
CA
844
Cetera Advisors
Colorado
$4.48M +$209K +710 +5%
ECM
845
Evergreen Capital Management
Washington
$4.47M +$260K +881 +6%
EH
846
Employers Holdings
Nevada
$4.45M +$33.9K +115 +0.8%
MCWS
847
McKinley Carter Wealth Services
West Virginia
$4.44M -$6.49K -22 -0.1%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$4.44M +$13K +44 +0.3%
KA
849
Kerrisdale Advisers
Florida
$4.42M +$4.42M +15,000 New
ROC
850
Running Oak Capital
Minnesota
$4.42M +$4.42M +14,985 New
32 33
34
35 36