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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 %
PCM
976
Palouse Capital Management
Washington
$2.76M -$271K -1,085 -9%
HW
977
Hancock Whitney
Mississippi
$2.76M +$782K +3,136 +40%
NGA
978
Naples Global Advisors
Florida
$2.72M +$18.5K +74 +0.7%
SH
979
Svenska Handelsbanken
Sweden
$2.72M – – –
DPIM
980
Duff & Phelps Investment Management
Illinois
$2.7M +$59.8K +240 +2%
Cetera Investment Advisers
981
Cetera Investment Advisers
Illinois
$2.7M +$170K +680 +7%
FM
982
Foster & Motley
Ohio
$2.7M -$119K -476 -4%
KA
983
Kintegral Advisory
New York
$2.69M +$301K +1,209 +13%
ECM
984
ExodusPoint Capital Management
New York
$2.69M +$2.44M +9,776 +951%
RFA
985
Reilly Financial Advisors
California
$2.67M +$748 +3 +0%
Fuller & Thaler Asset Management
986
Fuller & Thaler Asset Management
California
$2.62M +$2.62M +10,500 New
HIC
987
Holderness Investments Company
North Carolina
$2.6M +$32.2K +129 +1%
SIG
988
Sky Investment Group
Connecticut
$2.6M -$39.7K -159 -2%
FL
989
Fort LP
Maryland
$2.59M -$9.97K -40 -0.4%
GCA
990
Guardian Capital Advisors
Ontario, Canada
$2.58M -$43.3K -260 -2%
CT
991
Clearstead Trust
Maine
$2.55M -$140K -560 -5%
EFS
992
Essex Financial Services
Connecticut
$2.55M -$85.1K -341 -3%
Kovitz Investment Group Partners
993
Kovitz Investment Group Partners
Illinois
$2.54M +$146K +587 +6%
JSMC
994
Jess S. Morgan & Co
California
$2.53M +$19.7K +79 +0.8%
ASN
995
Advisory Services Network
Georgia
$2.53M -$552K -2,212 -18%
SAM
996
Silvercrest Asset Management
New York
$2.53M +$183K +734 +8%
CCM
997
Cox Capital Management
Massachusetts
$2.53M – – –
NF
998
Nikulski Financial
Iowa
$2.52M +$68.3K +274 +3%
SCP
999
Stamos Capital Partners
California
$2.51M +$2.09M +8,374 +494%
ACM
1000
Aljian Capital Management
Nevada
$2.51M +$75.6K +303 +3%
38 39
40
41 42