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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 %
IHAM
1001
Integral Health Asset Management
New York
$2.49M +$2.49M +10,000 New
CAG
1002
Csenge Advisory Group
Florida
$2.48M +$278K +1,115 +13%
TFA
1003
Toth Financial Advisory
Virginia
$2.47M +$798K +3,198 +48%
CS
1004
Cannell & Spears
New York
$2.46M -$60.1K -241 -2%
PFS
1005
Prospera Financial Services
Texas
$2.45M +$489K +1,963 +25%
BWM
1006
BigSur Wealth Management
Florida
$2.44M -$898K -3,600 -27%
IHL
1007
Investment House LLC
California
$2.43M -$56.1K -225 -2%
FA
1008
Fagan Associates
New York
$2.41M +$347K +1,390 +17%
Point72 Asset Management
1009
Point72 Asset Management
Connecticut
$2.4M -$87.5M -350,667 -97%
CAM
1010
Cypress Asset Management
Texas
$2.39M +$444K +1,780 +23%
GRP
1011
Global Retirement Partners
California
$2.39M -$233K -933 -9%
JWCA
1012
J.W. Coons Advisors
Ohio
$2.38M +$2.38M +9,560 New
NIM
1013
Nicollet Investment Management
Minnesota
$2.38M -$78.6K -315 -3%
AC
1014
Arjuna Capital
North Carolina
$2.38M -$31.9K -128 -1%
RIM
1015
Reliant Investment Management
Tennessee
$2.38M +$16K +64 +0.7%
GVAG
1016
Great Valley Advisor Group
Delaware
$2.38M +$376K +1,508 +19%
IB
1017
Intrust Bank
Kansas
$2.38M +$239K +959 +11%
TFS
1018
Thoroughbred Financial Services
Tennessee
$2.37M +$198K +795 +9%
TIM
1019
Thompson Investment Management
Wisconsin
$2.35M +$374K +1,500 +19%
SCA
1020
Strategic Capital Advisers
Colorado
$2.34M +$1.57M +6,280 +203%
KWM
1021
Kingsview Wealth Management
Oregon
$2.32M +$899K +3,604 +63%
OA
1022
Oak Associates
Ohio
$2.31M – – –
MMPW
1023
Mitchell McLeod Pugh & Williams
Alabama
$2.3M -$28.9K -116 -1%
WPP
1024
Whalerock Point Partners
Rhode Island
$2.3M -$47.1K -189 -2%
TCBWMS
1025
Texas Capital Bank Wealth Management Services
Texas
$2.3M -$8.98K -36 -0.4%
39 40
41
42 43