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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 %
SWK
1226
Stephen W. Kidder
$1.69M +$1.09M +3,684 +179%
RA
1227
RFG Advisory
Alabama
$1.69M +$64.6K +219 +4%
PWP
1228
Principle Wealth Partners
Connecticut
$1.69M +$8.55K +29 +0.5%
GAG
1229
GM Advisory Group
New York
$1.69M +$13.3K +45 +0.8%
1WA
1230
180 Wealth Advisors
Washington
$1.68M -$6.44K -21 -0.4%
OL
1231
Optas LLC
Texas
$1.67M +$142K +481 +9%
SOAMC
1232
Spirit of America Management Corp
New York
$1.67M -$398K -1,350 -19%
WANY
1233
Wealthspire Advisors (New York)
New York
$1.66M -$5.17M -17,546 -76%
BAS
1234
Brown Advisory Securities
Maryland
$1.66M +$65.8K +213 +4%
DR
1235
Davis Rea
Ontario, Canada
$1.65M +$12.4K +42 +0.8%
BHB
1236
Bank Hapoalim BM
Israel
$1.65M +$65.8K +223 +4%
WA
1237
Wealth Architects
California
$1.64M +$118K +399 +8%
TSWM
1238
Triangle Securities Wealth Management
North Carolina
$1.64M -$133K -452 -8%
OAM
1239
Oak Asset Management
California
$1.64M +$31.6K +107 +2%
PRWA
1240
Platte River Wealth Advisors
Colorado
$1.64M +$1.64M +5,407 New
MWM
1241
Mission Wealth Management
California
$1.63M -$321K -1,087 -16%
WP
1242
WealthSource Partners
California
$1.63M -$203K -690 -11%
KWA
1243
KCS Wealth Advisory
California
$1.62M +$31.3K +106 +2%
HFM
1244
Hartford Financial Management
Connecticut
$1.62M +$250K +849 +18%
EGA
1245
E&G Advisors
Texas
$1.62M – – –
MFG
1246
Magnus Financial Group
New York
$1.62M +$16.8K +57 +1%
BFA
1247
Beaumont Financial Advisors
Massachusetts
$1.61M -$26.2K -89 -2%
KWM
1248
Keebeck Wealth Management
Illinois
$1.61M +$252K +856 +19%
TCM
1249
Teza Capital Management
Illinois
$1.61M +$1.61M +5,446 New
ST
1250
Smithfield Trust
Pennsylvania
$1.6M +$323K +1,096 +25%
48 49
50
51 52