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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 %
WSCM
1151
Wellington Shields Capital Management
New York
$1.67M +$313K +1,257 +23%
CWM
1152
Connecticut Wealth Management
Connecticut
$1.67M -$49.1K -197 -3%
QCG
1153
Quadrant Capital Group
Ohio
$1.67M -$46.3K -186 -3%
CFGS
1154
Concourse Financial Group Securities
Alabama
$1.66M +$187K +750 +13%
MBTD
1155
Mechanics Bank - Trust Department
California
$1.66M +$37.4K +150 +2%
AAM
1156
Aureus Asset Management
Massachusetts
$1.66M +$92.3K +370 +6%
BAAM
1157
Baker Avenue Asset Management
California
$1.66M -$66.8K -268 -4%
OC
1158
Oarsman Capital
Wisconsin
$1.66M -$253K -1,013 -13%
MWM
1159
Mission Wealth Management
California
$1.65M +$39.7K +159 +2%
MLFP
1160
MPS Loria Financial Planners
Illinois
$1.64M +$7.48K +30 +0.5%
MWA
1161
Meridian Wealth Advisors
Texas
$1.64M -$419K -1,681 -20%
ACM
1162
AlphaCrest Capital Management
New York
$1.64M +$639K +2,562 +64%
ECM
1163
Elgethun Capital Management
South Dakota
$1.63M +$499 +2 +0%
CWM
1164
Cahaba Wealth Management
Georgia
$1.63M -$34.2K -137 -2%
ANRIA
1165
American National Registered Investment Advisor
Texas
$1.63M -$3.74K -15 -0.2%
FMWA
1166
Forvis Mazars Wealth Advisors
Missouri
$1.62M +$15K +60 +0.9%
RI
1167
Redwood Investments
Massachusetts
$1.62M +$1.62M +6,475 New
RT
1168
Rockland Trust
Massachusetts
$1.61M -$79.8K -320 -5%
IWC
1169
Integrated Wealth Concepts
Massachusetts
$1.6M +$55.9K +224 +4%
CC
1170
Cognios Capital
Kansas
$1.6M -$518K -2,079 -24%
LS
1171
Leelyn Smith
Illinois
$1.6M +$386K +1,549 +32%
CPR
1172
CSU Producer Resources
Ohio
$1.6M – – –
CCM
1173
Coe Capital Management
Illinois
$1.6M +$7.98K +32 +0.5%
AWA
1174
Arete Wealth Advisors
Illinois
$1.59M +$54.4K +218 +4%
S
1175
Seeyond
France
$1.59M -$535K -2,144 -25%
45 46
47
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