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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 %
WA
1251
Wealth Architects
California
$1.29M -$997 -4 -0.1%
MWM
1252
Minot Wealth Management
Massachusetts
$1.29M +$90.3K +362 +8%
BCM
1253
Brookstone Capital Management
Illinois
$1.28M -$170K -680 -12%
SCM
1254
Southport Capital Management
Tennessee
$1.28M -$147K -588 -10%
BAS
1255
Brown Advisory Securities
Maryland
$1.28M +$565K +2,276 +79%
FHA
1256
Flagship Harbor Advisors
Massachusetts
$1.28M -$3.74K -15 -0.3%
CAAS
1257
Capital Asset Advisory Services
Michigan
$1.25M +$295K +1,061 +31%
PVH
1258
Psagot Value Holdings
Israel
$1.25M -$1.12M -4,501 -47%
MUAMU
1259
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.25M +$1.25M +5,000 New
CCM
1260
Compton Capital Management
Rhode Island
$1.24M +$12.5K +50 +1%
AIM
1261
AMI Investment Management
Indiana
$1.24M – – –
SC
1262
SouthState Corp
Florida
$1.23M +$140K +560 +13%
CL
1263
CPWM LLC
Washington
$1.23M +$19.4K +78 +2%
JWBC
1264
J.W. Burns & Co
New York
$1.22M -$3.24K -13 -0.3%
ACM
1265
Ashford Capital Management
Delaware
$1.22M +$308K +1,234 +34%
BOH
1266
Bank of Hawaii
Hawaii
$1.22M -$13.7K -55 -1%
KA
1267
Kovack Advisors
Florida
$1.22M +$94K +377 +8%
FMLI
1268
Fukoku Mutual Life Insurance
Japan
$1.22M – – –
MWA
1269
Moser Wealth Advisors
Washington
$1.21M -$16.2K -65 -1%
MCM
1270
Makena Capital Management
California
$1.21M +$1.21M +4,858 New
OI
1271
Oakbrook Investments
Illinois
$1.21M -$3.19M -12,800 -73%
CST
1272
Charles Schwab Trust
Nevada
$1.21M -$12.7K -51 -1%
BAMCO Inc
1273
BAMCO Inc
New York
$1.21M +$49.9K +200 +4%
FBFS
1274
First Business Financial Services
Wisconsin
$1.21M -$26.9K -108 -2%
SSA
1275
Schonfeld Strategic Advisors
New York
$1.2M -$345K -1,385 -22%
49 50
51
52 53