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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 %
CIC
1326
Chilton Investment Company
Connecticut
$1.07M +$578K +2,318 +116%
AMCA
1327
Arthur M. Cohen & Associates
Illinois
$1.07M +$39.4K +166 +4%
OC
1328
Oakworth Capital
Alabama
$1.07M +$174K +699 +19%
WKWM
1329
Walter & Keenan Wealth Management
Indiana
$1.07M +$335K +1,412 +45%
SRSA
1330
S.R. Schill & Associates
Washington
$1.07M -$94.2K -378 -8%
JIC
1331
Joel Isaacson & Co
New York
$1.07M -$128K -514 -11%
SRAM
1332
Spouting Rock Asset Management
Pennsylvania
$1.07M -$1.14M -4,556 -52%
CLOS
1333
Compagnie Lombard Odier SCmA
Switzerland
$1.06M -$539K -2,160 -34%
BCP
1334
Blue Chip Partners
Michigan
$1.06M +$32.2K +129 +3%
RIG
1335
Renaissance Investment Group
Massachusetts
$1.05M -$558K -2,237 -35%
CIAS
1336
Capital Investment Advisory Services
North Carolina
$1.05M +$246K +985 +31%
MJP
1337
Michael J. Puzo
$1.05M +$1.05M +4,205 New
OAM
1338
Occidental Asset Management
California
$1.04M -$68.3K -274 -6%
TIM
1339
Tortoise Investment Management
New York
$1.03M -$12.5K -50 -1%
BIA
1340
Bigelow Investment Advisors
Maine
$1.02M -$15.7K -63 -2%
GEA
1341
Glen Eagle Advisors
New Jersey
$1.02M -$163K -655 -14%
DW
1342
Domani Wealth
Pennsylvania
$1.02M +$50.9K +204 +5%
ACA
1343
Atlas Capital Advisors
Wyoming
$1.02M -$51.6K -207 -5%
VIM
1344
Vista Investment Management
Pennsylvania
$1.02M +$9.48K +38 +0.9%
HPWM
1345
Highland Private Wealth Management
Washington
$1.02M +$144K +578 +17%
CWM
1346
Chesapeake Wealth Management
Virginia
$1.01M -$34.4K -138 -3%
RCC
1347
Red Cedar Capital
Nebraska
$1.01M – – –
PCG
1348
Private Capital Group
Connecticut
$1.01M +$98.8K +396 +11%
PC
1349
PA Capital
Virginia
$1.01M -$254K -1,018 -20%
GFP
1350
Gryphon Financial Partners
Ohio
$1M -$30.2K -121 -3%
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