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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 %
TFA
851
Toth Financial Advisory
Virginia
$4.41M +$1.49M +5,035 +51%
GGI
852
GPM Growth Investors
Michigan
$4.39M +$33K +112 +0.8%
HSA
853
HBK Sorce Advisory
Pennsylvania
$4.39M +$648K +2,196 +17%
SFS
854
Strategic Financial Services
New York
$4.37M -$1.26M -4,282 -22%
SSI
855
Scott & Selber Inc
Texas
$4.36M -$57.8K -196 -1%
PAG
856
Private Advisory Group
Washington
$4.35M +$9.44K +32 +0.2%
MAFM
857
Mid Atlantic Financial Management
Pennsylvania
$4.34M +$194K +658 +5%
Luther King Capital Management (LKCM)
858
Luther King Capital Management (LKCM)
Texas
$4.32M -$12.7K -43 -0.3%
SSB
859
Sandy Spring Bank
Maryland
$4.32M +$100K +340 +2%
GT
860
Greenleaf Trust
Michigan
$4.31M +$580K +1,966 +16%
ANTB
861
AMG National Trust Bank
Colorado
$4.28M +$4.28M +14,520 New
HCA
862
Harbour Capital Advisors
Virginia
$4.28M +$2.07K +7 +0%
STB
863
S&T Bank
Pennsylvania
$4.27M +$4.27M +14,478 New
SFS
864
Sowell Financial Services
Arkansas
$4.24M -$1.86M -6,296 -30%
PCTC
865
Perkins Coie Trust Company
Washington
$4.23M +$186K +631 +5%
AC
866
Arjuna Capital
North Carolina
$4.23M +$1.41M +4,787 +50%
CPA
867
Capital Planning Advisors
California
$4.22M +$885 +3 +0%
CBTWT
868
Community Bank & Trust (Waco, Texas)
Texas
$4.21M -$28K -95 -0.7%
Cerity Partners
869
Cerity Partners
New York
$4.21M -$51.3K -174 -1%
BEC
870
Blue Edge Capital
Virginia
$4.19M +$558K +1,893 +15%
AAS
871
Avantax Advisory Services
Texas
$4.16M -$11.8K -40 -0.3%
AIM
872
Aigen Investment Management
New York
$4.15M +$164K +555 +4%
GD
873
Grandfield & Dodd
New York
$4.14M -$18.6K -63 -0.4%
BFC
874
Blue Fin Capital
Rhode Island
$4.13M +$22.7K +77 +0.6%
SCM
875
Snow Capital Management
Pennsylvania
$4.11M -$868K -2,943 -17%
33 34
35
36 37