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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 %
RHP
1251
Royal Harbor Partners
Texas
$1.6M +$1.6M +5,436 New
SWM
1252
Sugarloaf Wealth Management
Georgia
$1.6M +$322K +1,093 +25%
BCI
1253
Brinker Capital Investments
Pennsylvania
$1.59M -$184K -623 -10%
FPA
1254
First Pacific Advisors
California
$1.59M -$148K -500 -8%
SIC
1255
Salem Investment Counselors
North Carolina
$1.59M +$2.06K +7 +0.1%
PA
1256
PFG Advisors
Arizona
$1.59M +$1.46K +5 +0.1%
SCM
1257
Southport Capital Management
Tennessee
$1.58M +$61.4K +208 +4%
ARMT
1258
Amica Retiree Medical Trust
Rhode Island
$1.55M – – –
FHA
1259
Flagship Harbor Advisors
Massachusetts
$1.55M +$36.9K +125 +2%
PVWM
1260
Point View Wealth Management
New Jersey
$1.55M -$19.5K -66 -1%
SLG
1261
Stanley-Laman Group
Pennsylvania
$1.55M +$127K +430 +9%
EGM
1262
Engineers Gate Manager
New York
$1.54M -$650K -2,205 -30%
BAMG
1263
Brand Asset Management Group
Missouri
$1.53M -$39.5K -134 -3%
EHWM
1264
Eads & Heald Wealth Management
Georgia
$1.52M -$18K -61 -1%
KMWM
1265
Keudell/Morrison Wealth Management
Oregon
$1.52M -$28.9K -98 -2%
CSA
1266
Cottage Street Advisors
Massachusetts
$1.52M +$206K +698 +16%
SS
1267
Sunbelt Securities
Texas
$1.5M -$2.16M -7,340 -59%
JWBC
1268
J.W. Burns & Co
New York
$1.49M +$45.7K +155 +3%
OMC
1269
Overbrook Management Corp
New York
$1.49M +$1.49M +5,043 New
LNC
1270
Lincoln National Corp
Pennsylvania
$1.49M +$180K +609 +14%
LWM
1271
Laidlaw Wealth Management
New York
$1.48M +$108K +366 +8%
ST
1272
Somerset Trust
Pennsylvania
$1.48M +$1.48M +5,015 New
PVH
1273
Psagot Value Holdings
Israel
$1.48M – – –
CCM
1274
Compton Capital Management
Rhode Island
$1.46M – – –
NFG
1275
Next Financial Group
Texas
$1.46M +$611K +2,073 +72%
49 50
51
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