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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 %
LSAG
1226
Lake Street Advisors Group
New Hampshire
$1.39M -$31.7K -127 -2%
WIA
1227
Westbourne Investment Advisors
Maryland
$1.39M -$9.23K -37 -0.7%
AF
1228
Allworth Financial
California
$1.39M +$951K +3,812 +216%
EF
1229
Empirical Finance
Pennsylvania
$1.39M +$486K +1,947 +54%
DR
1230
Davis Rea
Ontario, Canada
$1.39M +$188K +755 +16%
BFA
1231
Beaumont Financial Advisors
Massachusetts
$1.38M +$7.98K +32 +0.6%
RA
1232
RFG Advisory
Alabama
$1.37M -$63.9K -256 -4%
ET
1233
Equitable Trust
Tennessee
$1.37M +$988K +3,961 +256%
EGA
1234
E&G Advisors
Texas
$1.37M -$162K -650 -11%
OAM
1235
Oak Asset Management
California
$1.36M -$48.6K -195 -3%
MFG
1236
Magnus Financial Group
New York
$1.35M +$534K +2,142 +65%
KWA
1237
KCS Wealth Advisory
California
$1.35M +$62.8K +252 +5%
KTC
1238
Kistler-Tiffany Companies
Pennsylvania
$1.34M – – –
SIC
1239
Salem Investment Counselors
North Carolina
$1.34M +$389K +1,560 +41%
BHB
1240
Bank Hapoalim BM
Israel
$1.34M -$655K -2,625 -33%
BAMG
1241
Brand Asset Management Group
Missouri
$1.33M -$17.5K -70 -1%
PVWM
1242
Point View Wealth Management
New Jersey
$1.33M -$33.2K -133 -2%
VHAM
1243
Van Hulzen Asset Management
California
$1.32M -$146K -586 -10%
1WA
1244
180 Wealth Advisors
Washington
$1.32M +$72.9K +303 +6%
SWM
1245
SeaCrest Wealth Management
New York
$1.31M +$64.3K +258 +5%
ARMT
1246
Amica Retiree Medical Trust
Rhode Island
$1.31M +$1.31M +5,257 New
KMWM
1247
Keudell/Morrison Wealth Management
Oregon
$1.31M -$63.6K -255 -5%
EHWM
1248
Eads & Heald Wealth Management
Georgia
$1.3M -$47.4K -190 -4%
QWM
1249
QP Wealth Management
New Jersey
$1.29M +$14.3K +50 +1%
OL
1250
Optas LLC
Texas
$1.29M -$319K -1,283 -20%
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