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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 %
AG
1051
Algert Global
California
$2.11M -$533K -2,138 -20%
SFG
1052
SNS Financial Group
Minnesota
$2.11M -$220K -882 -9%
CG
1053
Caprock Group
Idaho
$2.11M -$98.5K -395 -4%
HAS
1054
HBW Advisory Services
California
$2.11M +$132K +520 +7%
BDF
1055
Balasa Dinverno & Foltz
$2.1M -$13.5K -54 -0.6%
FLI
1056
Family Legacy Inc
South Carolina
$2.1M +$16K +64 +0.8%
PL
1057
Plancorp LLC
Missouri
$2.09M -$31.4K -126 -1%
RIL
1058
Rothschild Investment LLC
Illinois
$2.07M +$36.9K +148 +2%
BCM
1059
Becker Capital Management
Oregon
$2.07M +$3.24K +13 +0.2%
TP
1060
Tranquility Partners
Tennessee
$2.06M +$71.3K +286 +4%
HIM
1061
HawsGoodwin Investment Management
Tennessee
$2.05M +$28.2K +113 +1%
GWM
1062
Geneos Wealth Management
Colorado
$2.05M +$338K +1,394 +20%
DS
1063
DRW Securities
Illinois
$2.05M +$1.85M +7,428 +918%
CCA
1064
Checchi Capital Advisers
California
$2.05M -$186K -747 -8%
PWS
1065
Private Wealth Strategies
Ohio
$2.05M – – –
Koshinski Asset Management
1066
Koshinski Asset Management
Illinois
$2.05M +$17K +68 +0.8%
DC
1067
DeDora Capital
California
$2.05M -$50.1K -201 -2%
SC
1068
Savant Capital
Illinois
$2.04M +$732K +2,937 +56%
BCM
1069
Birch Capital Management
Texas
$2.04M +$30.4K +122 +2%
SC
1070
Salzman & Co
New York
$2.03M +$2.03M +8,150 New
KFS
1071
Kurt F. Somerville
$2.03M +$2.03M +8,147 New
RIM
1072
Rampart Investment Management
Connecticut
$2.03M -$3.44M -13,797 -63%
DDC
1073
DF Dent & Co
Maryland
$2.02M +$196K +785 +11%
REMPR
1074
Roof Eidam Maycock Peralta (REMP)
California
$2.02M +$51.1K +205 +3%
ICP
1075
Ironvine Capital Partners
Nebraska
$2.01M +$2.01M +8,063 New
41 42
43
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