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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 %
AC
926
Asio Capital
Kentucky
$3.08M +$171K +687 +6%
SCM
927
Schnieders Capital Management
California
$3.08M -$37.4K -150 -1%
DWM
928
Dorchester Wealth Management
Quebec, Canada
$3.08M -$246K -987 -7%
KIA
929
KCM Investment Advisors
California
$3.07M +$79.6K +319 +3%
CT
930
Chicago Trust
Illinois
$3.07M -$285K -1,144 -9%
BEC
931
Blue Edge Capital
Virginia
$3.07M +$792K +3,176 +35%
BCM
932
Barometer Capital Management
Ontario, Canada
$3.07M -$2.56M -10,275 -46%
EBT
933
Enterprise Bank & Trust
Massachusetts
$3.06M -$210K -842 -6%
MA
934
Montag & Associates
Georgia
$3.06M -$62.4K -250 -2%
JFA
935
Johanson Financial Advisors
California
$3.06M -$842M -3,372,156 -100%
RIM
936
Regent Investment Management
Kentucky
$3.06M -$179K -719 -6%
SC
937
Scholtz & Company
Connecticut
$3.06M +$605K +2,426 +25%
LSA
938
L & S Advisors
California
$3.05M +$63.8K +256 +2%
TPA
939
Trivium Point Advisory
Connecticut
$3.05M -$195K -727 -6%
IWA
940
IBEX Wealth Advisors
New Jersey
$3.04M -$137K -550 -4%
TAM
941
Tealwood Asset Management
Minnesota
$3.03M -$70.8K -284 -2%
JGGDR
942
JGP Global Gestao de Recursos
Brazil
$3.01M +$1.29M +4,677 +74%
JWM
943
Jackson Wealth Management
Florida
$3M +$3M +10,401 New
MGWM
944
Marks Group Wealth Management
Minnesota
$3M +$60.2K +245 +2%
SLWS
945
Swaine & Leidel Wealth Services
Florida
$2.99M +$122K +488 +4%
VNA
946
Valley National Advisers
Pennsylvania
$2.99M -$102K -410 -3%
SWP
947
Stratos Wealth Partners
Ohio
$2.99M +$173K +692 +6%
DSC
948
Duncker Streett & Co
Missouri
$2.99M -$13.5K -54 -0.4%
SDWIA
949
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.98M +$45.6K +183 +2%
TCOV
950
Trust Company of Vermont
Vermont
$2.97M +$114K +459 +4%
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