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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 %
BS
1126
Boenning & Scattergood
Pennsylvania
$2.17M +$365K +1,236 +20%
CIP
1127
Capital Insight Partners
Arizona
$2.15M -$3.54K -12 -0.2%
CHAM
1128
Clear Harbor Asset Management
Connecticut
$2.15M +$48.1K +163 +2%
PCIA
1129
Prime Capital Investment Advisors
Kansas
$2.14M +$1.64M +5,576 +330%
NCM
1130
Northside Capital Management
Oregon
$2.14M +$271K +920 +15%
PT
1131
Plimoth Trust
Massachusetts
$2.12M +$353K +1,197 +20%
BAM
1132
Barrett Asset Management
New York
$2.11M +$323K +1,094 +18%
AAM
1133
Aureus Asset Management
Massachusetts
$2.08M +$119K +403 +6%
LS
1134
Leelyn Smith
Illinois
$2.08M +$194K +658 +10%
ACM
1135
Ativo Capital Management
Illinois
$2.08M -$200K -677 -9%
AFA
1136
Abacus FCF Advisors
Florida
$2.08M -$92.4K -310 -4%
DCM
1137
Donaldson Capital Management
Indiana
$2.07M -$12.1K -41 -0.6%
FWM
1138
Fairhaven Wealth Management
Illinois
$2.07M +$234K +792 +13%
WSCM
1139
Wellington Shields Capital Management
New York
$2.05M +$69.9K +237 +4%
YWP
1140
YorkBridge Wealth Partners
New York
$2.05M +$23.9K +81 +1%
WA
1141
Wealth Alliance
New York
$2.04M +$170K +577 +9%
PIMJS
1142
PKO Investment Management Joint-Stock
Poland
$2.04M – – –
AWM
1143
Altavista Wealth Management
North Carolina
$2.04M -$49K -166 -2%
PWMAG
1144
Pinnacle Wealth Management Advisory Group
New Jersey
$2.03M -$29.5K -100 -1%
CFGS
1145
Concourse Financial Group Securities
Alabama
$2.02M +$56.6K +192 +3%
LWMM
1146
Legacy Wealth Management (Mississippi)
Mississippi
$2.01M -$51.3K -174 -2%
SFG
1147
SevenBridge Financial Group
Pennsylvania
$2M +$2.07K +7 +0.1%
TIA
1148
Trust Investment Advisors
Indiana
$1.99M -$34.8K -118 -2%
SIM
1149
Stratos Investment Management
Ohio
$1.99M +$138K +467 +7%
ACM
1150
Ashford Capital Management
Delaware
$1.98M +$536K +1,816 +37%
44 45
46
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