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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 %
SCA
1051
Strategic Capital Advisers
Colorado
$2.57M -$196K -663 -7%
JSMC
1052
Jess S. Morgan & Co
California
$2.57M -$421K -1,427 -14%
MWM
1053
Minot Wealth Management
Massachusetts
$2.57M +$1.04M +3,526 +68%
MWA
1054
Meridian Wealth Advisors
Texas
$2.56M +$627K +2,127 +32%
JSL
1055
JT Stratford LLC
Georgia
$2.56M +$337K +1,144 +15%
MA
1056
Mutual Advisors
Nebraska
$2.56M +$580K +1,968 +29%
LA
1057
LexAurum Advisors
Kansas
$2.56M +$29.5K +100 +1%
WPW
1058
Waldron Private Wealth
Pennsylvania
$2.56M -$19.2K -65 -0.7%
GWM
1059
Geneos Wealth Management
Colorado
$2.55M +$119K +414 +5%
CWAG
1060
Compton Wealth Advisory Group
Virginia
$2.54M -$10.3K -35 -0.4%
VPIM
1061
Vanguard Personalized Indexing Management
California
$2.54M +$516K +1,750 +26%
CAS
1062
Cascadia Advisory Services
Oregon
$2.54M +$2.54M +8,604 New
WI
1063
WrapManager Inc
California
$2.53M -$97.9K -332 -4%
Koshinski Asset Management
1064
Koshinski Asset Management
Illinois
$2.53M +$106K +359 +4%
BDF
1065
Balasa Dinverno & Foltz
$2.53M +$40.1K +136 +2%
CGL
1066
Clarius Group LLC
Washington
$2.52M +$332K +1,124 +15%
GC
1067
Guardian Capital
Ontario, Canada
$2.51M +$177K +600 +8%
VCAM
1068
Van Cleef Asset Management
Ohio
$2.5M -$24.2K -82 -1%
TP
1069
Tranquility Partners
Tennessee
$2.5M +$59.3K +201 +2%
SFG
1070
SNS Financial Group
Minnesota
$2.49M – – –
SC
1071
Savant Capital
Illinois
$2.49M +$73.7K +250 +3%
EH
1072
Equitable Holdings
New York
$2.49M +$188K +636 +8%
CT
1073
Clearstead Trust
Maine
$2.49M -$532K -1,805 -18%
HAS
1074
HBW Advisory Services
California
$2.47M +$13K +44 +0.5%
CA
1075
Clearstead Advisors
Ohio
$2.45M +$128K +433 +6%
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