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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 %
KOCAA
1151
Knights of Columbus Asset Advisors
Connecticut
$1.98M -$59K -200 -3%
FMWA
1152
Forvis Mazars Wealth Advisors
Missouri
$1.98M +$57.8K +196 +3%
WCM
1153
Wunderlich Capital Managemnt
Tennessee
$1.98M -$6.79K -23 -0.3%
LPT
1154
Legacy Private Trust
Wisconsin
$1.97M -$233K -791 -11%
RAM
1155
Roanoke Asset Management
New Jersey
$1.97M -$305K -1,033 -13%
AAS
1156
Annex Advisory Services
Wisconsin
$1.97M +$257K +871 +15%
MBTD
1157
Mechanics Bank - Trust Department
California
$1.96M – – –
CCM
1158
Condor Capital Management
New Jersey
$1.96M -$23.6K -80 -1%
BAMCO Inc
1159
BAMCO Inc
New York
$1.95M +$521K +1,767 +36%
TA
1160
TFG Advisers
Michigan
$1.95M +$74.6K +253 +4%
TFS
1161
Thoroughbred Financial Services
Tennessee
$1.95M -$856K -2,901 -31%
ECM
1162
Elgethun Capital Management
South Dakota
$1.94M +$8.27K +28 +0.4%
MLFP
1163
MPS Loria Financial Planners
Illinois
$1.94M +$295 +1 +0%
DBG
1164
De Burlo Group
Massachusetts
$1.93M – – –
ANRIA
1165
American National Registered Investment Advisor
Texas
$1.93M – – –
QCG
1166
Quadrant Capital Group
Ohio
$1.93M -$53.1K -180 -3%
BP
1167
BBR Partners
New York
$1.92M -$707K -2,396 -27%
BHWM
1168
Bar Harbor Wealth Management
New Hampshire
$1.92M -$66.1K -224 -3%
CIP
1169
Convergence Investment Partners
Florida
$1.92M +$170K +576 +10%
SSWM
1170
Sheets Smith Wealth Management
North Carolina
$1.92M -$734K -2,490 -28%
SB
1171
Strategic Blueprint
Georgia
$1.92M -$162K -548 -8%
APP
1172
Avantax Planning Partners
Iowa
$1.91M +$201K +683 +12%
RI
1173
Redwood Investments
Massachusetts
$1.91M -$5.02K -17 -0.3%
WCM
1174
Weld Capital Management
New York
$1.9M +$1.9M +6,454 New
CCM
1175
Coe Capital Management
Illinois
$1.9M +$10.6K +36 +0.6%
45 46
47
48 49