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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 %
JRP
926
Jasper Ridge Partners
California
$3.65M – – –
MA
927
Montag & Associates
Georgia
$3.63M +$3.25K +11 +0.1%
SCM
928
Schnieders Capital Management
California
$3.61M -$34.8K -118 -1%
MCM
929
Makena Capital Management
California
$3.6M +$2.17M +7,355 +151%
AWM
930
Avior Wealth Management
Nebraska
$3.6M -$251K -850 -7%
KIA
931
KCM Investment Advisors
California
$3.6M -$35.4K -120 -1%
SCM
932
Stanley Capital Management
Texas
$3.59M -$1.3M -4,400 -27%
NO
933
Ninety One
South Africa
$3.59M +$24.3K +84 +0.7%
EBT
934
Enterprise Bank & Trust
Massachusetts
$3.59M -$36.6K -124 -1%
SWP
935
Stratos Wealth Partners
Ohio
$3.59M +$52.5K +178 +1%
SDWIA
936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.58M +$5.99K +20 +0.2%
KFP
937
KMG Fiduciary Partners
Ohio
$3.57M +$853K +2,893 +31%
JWCA
938
J.W. Coons Advisors
Ohio
$3.56M +$746K +2,535 +27%
DWM
939
Dorchester Wealth Management
Quebec, Canada
$3.53M -$111K -375 -3%
SLWS
940
Swaine & Leidel Wealth Services
Florida
$3.51M -$32.7K -111 -0.9%
TPA
941
Trivium Point Advisory
Connecticut
$3.51M +$59.4K +196 +2%
SFFS
942
Stonehage Fleming Financial Services
Jersey
$3.51M -$204K -700 -6%
HWM
943
Hohimer Wealth Management
Washington
$3.5M +$656K +2,225 +23%
FNBOMD
944
First National Bank of Mount Dora
Florida
$3.49M -$1.53M -5,172 -30%
CT
945
Chicago Trust
Illinois
$3.48M -$147K -500 -4%
RMC
946
Resources Management Corp
Connecticut
$3.48M -$7.67K -26 -0.2%
TCOV
947
Trust Company of Vermont
Vermont
$3.47M -$45.4K -154 -1%
VCM
948
Virtue Capital Management
Tennessee
$3.46M +$3.46M +11,735 New
FA
949
Fagan Associates
New York
$3.46M +$614K +2,080 +22%
SEEDPG
950
S.E.E.D. Planning Group
New York
$3.46M +$77.9K +264 +2%
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