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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 %
IFAM
851
Institutional & Family Asset Management
Colorado
$3.69M +$410K +1,645 +13%
GGI
852
GPM Growth Investors
Michigan
$3.68M -$1.49M -5,967 -29%
PAG
853
Private Advisory Group
Washington
$3.67M +$6.73K +27 +0.2%
Luther King Capital Management (LKCM)
854
Luther King Capital Management (LKCM)
Texas
$3.66M -$33.9K -136 -0.9%
NB
855
NBT Bank
New York
$3.64M -$50.4K -202 -1%
Balyasny Asset Management
856
Balyasny Asset Management
Illinois
$3.64M +$3.64M +14,580 New
LBD
857
Landsberg Bennett & Dubbaneh
Florida
$3.63M -$258K -1,071 -7%
HCA
858
Harbour Capital Advisors
Virginia
$3.62M +$80.6K +323 +2%
BCM
859
BTC Capital Management
Iowa
$3.61M -$927K -3,728 -20%
CA
860
Cetera Advisors
Colorado
$3.61M +$256K +1,026 +8%
GLR
861
Great Lakes Retirement
Ohio
$3.6M -$412K -1,689 -10%
Cerity Partners
862
Cerity Partners
New York
$3.6M +$275K +1,101 +8%
CBTWT
863
Community Bank & Trust (Waco, Texas)
Texas
$3.58M -$92.3K -370 -3%
WWM
864
Willingdon Wealth Management
North Carolina
$3.57M -$3.56M -14,269 -50%
CPA
865
Capital Planning Advisors
California
$3.57M -$251K -1,007 -7%
SSB
866
Sandy Spring Bank
Maryland
$3.57M -$220K -884 -6%
ECM
867
Evergreen Capital Management
Washington
$3.56M -$671K -2,692 -16%
GIA
868
GHP Investment Advisors
Colorado
$3.54M +$282K +1,132 +9%
AAS
869
Avantax Advisory Services
Texas
$3.52M -$1.29M -5,187 -27%
BAM
870
Berkshire Asset Management
Pennsylvania
$3.52M +$1.03M +4,147 +42%
GD
871
Grandfield & Dodd
New York
$3.51M +$34.7K +139 +1%
DA
872
Doliver Advisors
Texas
$3.51M +$485K +1,651 +16%
MAFM
873
Mid Atlantic Financial Management
Pennsylvania
$3.5M -$100K -402 -3%
DLG
874
Daniel L. Goodwin
$3.48M +$1.1M +4,410 +46%
CEP
875
Chicago Equity Partners
Illinois
$3.48M -$82.3K -330 -2%
33 34
35
36 37