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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 %
WCM
1301
Washington Capital Management
Washington
$1.14M -$381K -1,528 -25%
BBNA
1302
Bremer Bank National Association
Minnesota
$1.14M -$170K -682 -13%
IWP
1303
Icon Wealth Partners
Texas
$1.14M -$102K -408 -8%
CCG
1304
Ceeto Capital Group
Florida
$1.13M +$131K +526 +13%
JFA
1305
JNBA Financial Advisors
Minnesota
$1.13M – – –
NFC
1306
Northeast Financial Consultants
Connecticut
$1.13M – – –
FHA
1307
First Horizon Advisors
Tennessee
$1.13M +$20.2K +81 +2%
MOS
1308
MGO One Seven
Ohio
$1.11M -$74.3K -298 -6%
WWM
1309
Windsor Wealth Management
Indiana
$1.11M +$66.9K +268 +6%
GAM
1310
Griffin Asset Management
New York
$1.11M +$15K +60 +1%
FWP
1311
FAS Wealth Partners
Kansas
$1.11M +$156K +625 +16%
RPC
1312
Rossmore Private Capital
Connecticut
$1.11M +$1.11M +4,444 New
EWM
1313
Evermay Wealth Management
Virginia
$1.11M +$401K +1,607 +57%
CNFG
1314
Creegan & Nassoura Financial Group
New Hampshire
$1.11M +$8.73K +35 +0.8%
CSA
1315
Cottage Street Advisors
Massachusetts
$1.11M +$25.9K +104 +2%
LNC
1316
Lincoln National Corp
Pennsylvania
$1.11M -$140K -563 -11%
GIM
1317
Groesbeck Investment Management
New Jersey
$1.1M -$3.03M -12,133 -73%
MCC
1318
Malaga Cove Capital
California
$1.1M +$175K +689 +19%
LOIM
1319
Liberty One Investment Management
Illinois
$1.1M +$3.74K +15 +0.3%
CIM
1320
CIM Investment Management
Pennsylvania
$1.1M +$40.7K +163 +4%
BCM
1321
Bayesian Capital Management
New York
$1.1M +$1.1M +4,400 New
IWM
1322
IHT Wealth Management
Illinois
$1.1M +$93.5K +375 +9%
MFG
1323
MidWestOne Financial Group
Iowa
$1.1M -$20.7K -83 -2%
ST
1324
Smithfield Trust
Pennsylvania
$1.08M +$98.3K +394 +10%
SWM
1325
Sugarloaf Wealth Management
Georgia
$1.08M +$405K +1,624 +60%
51 52
53
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