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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 %
KFP
1026
KMG Fiduciary Partners
Ohio
$2.3M +$1.09M +4,389 +91%
OIA
1027
OneDigital Investment Advisors
Kansas
$2.3M +$752K +3,016 +49%
ADL
1028
Asset Dedication LLC
California
$2.29M -$216K -875 -9%
LCP
1029
Legacy Capital Partners
Wisconsin
$2.28M -$22.4K -90 -1%
BAM
1030
Belpointe Asset Management
Nevada
$2.27M -$39.2K -157 -2%
GI
1031
GS Investments
Minnesota
$2.27M +$928K +3,721 +69%
MCP
1032
Mirador Capital Partners
California
$2.26M +$166K +576 +8%
TVWM
1033
Tower View Wealth Management
Wisconsin
$2.26M +$21.9K +88 +1%
LHC
1034
Little House Capital
Massachusetts
$2.25M +$272K +1,092 +14%
HI
1035
Horizon Investments
North Carolina
$2.25M -$2.45M -9,812 -52%
SSWM
1036
Sheets Smith Wealth Management
North Carolina
$2.24M -$198K -796 -8%
PA
1037
Parallel Advisors
California
$2.24M -$160K -642 -7%
BWM
1038
Buckley Wealth Management
Nevada
$2.23M -$185K -740 -8%
BP
1039
BBR Partners
New York
$2.22M -$71.8K -288 -3%
WI
1040
WrapManager Inc
California
$2.22M -$315K -1,262 -12%
CAM
1041
Covenant Asset Management
New Jersey
$2.2M +$104K +419 +5%
HAG
1042
HighPoint Advisor Group
Illinois
$2.18M -$125K -429 -5%
WPW
1043
Waldron Private Wealth
Pennsylvania
$2.18M -$12.5K -50 -0.6%
FB
1044
Fulton Bank
Pennsylvania
$2.17M +$273K +1,094 +14%
CWAG
1045
Compton Wealth Advisory Group
Virginia
$2.16M -$78.8K -316 -4%
SB
1046
Simmons Bank
Arkansas
$2.16M -$115K -462 -5%
ABP
1047
Arthur B. Page
$2.16M +$56.9K +228 +3%
VCAM
1048
Van Cleef Asset Management
Ohio
$2.14M – – –
LA
1049
LexAurum Advisors
Kansas
$2.14M +$13.2K +53 +0.6%
LOAME
1050
Lombard Odier Asset Management (Europe)
United Kingdom
$2.12M -$316K -1,267 -13%
40 41
42
43 44