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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 %
EP
1201
Eudaimonia Partners
Tennessee
$1.5M +$293K +1,176 +24%
PT
1202
Plimoth Trust
Massachusetts
$1.49M -$66.1K -265 -4%
TA
1203
Townsend & Associates
Colorado
$1.48M +$55.1K +222 +4%
CIP
1204
Convergence Investment Partners
Florida
$1.48M +$750K +3,008 +103%
FPA
1205
First Pacific Advisors
California
$1.47M +$279K +1,120 +23%
RDWM
1206
Red Door Wealth Management
Tennessee
$1.47M +$242K +971 +20%
WWM
1207
Western Wealth Management
Colorado
$1.46M +$80.6K +325 +6%
RFN
1208
RDA Financial Network
Iowa
$1.45M -$391K -1,569 -21%
SF
1209
Symphony Financial
Texas
$1.45M +$1.45M +5,773 New
GG
1210
Gofen & Glossberg
Illinois
$1.45M +$62.1K +249 +4%
GBT
1211
Grove Bank & Trust
Florida
$1.45M -$149K -598 -9%
APP
1212
Avantax Planning Partners
Iowa
$1.45M +$364K +1,458 +34%
SA
1213
Strategic Advisors
New York
$1.44M -$4.55K -17 -0.3%
AAS
1214
Annex Advisory Services
Wisconsin
$1.44M +$669K +2,683 +86%
QOP
1215
Quinn Opportunity Partners
Virginia
$1.44M +$196K +786 +16%
FFBTD
1216
First Financial Bank - Trust Division
Ohio
$1.44M -$21.4K -86 -1%
RCAG
1217
Rehmann Capital Advisory Group
Michigan
$1.44M +$1.44M +5,763 New
HCM
1218
HM Capital Management
Missouri
$1.43M +$268K +1,076 +23%
QI
1219
Qtron Investments
Massachusetts
$1.43M +$1.09M +4,374 +322%
Fisher Asset Management
1220
Fisher Asset Management
Washington
$1.42M -$599K -2,403 -30%
PWP
1221
Principle Wealth Partners
Connecticut
$1.42M +$486K +1,949 +52%
GAG
1222
GM Advisory Group
New York
$1.41M +$580K +2,327 +70%
BRG
1223
Bay Rivers Group
Virginia
$1.41M +$72.6K +291 +5%
EMG
1224
ETF Managers Group
New Jersey
$1.41M -$327K -1,301 -19%
MFW
1225
Meristem Family Wealth
Minnesota
$1.39M +$228K +912 +20%
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