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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 %
MCC
1326
Malaga Cove Capital
California
$1.29M – – –
ECM
1327
ExodusPoint Capital Management
New York
$1.28M -$1.9M -6,450 -60%
OC
1328
Oakworth Capital
Alabama
$1.27M +$4.42K +15 +0.3%
BIA
1329
Bigelow Investment Advisors
Maine
$1.27M +$64.3K +218 +5%
AC
1330
Abbrea Capital
California
$1.27M -$117K -398 -8%
CWM
1331
Circle Wealth Management
New Jersey
$1.27M +$818K +2,773 +182%
SRSA
1332
S.R. Schill & Associates
Washington
$1.27M – – –
TA
1333
Tiedemann Advisors
New York
$1.27M +$101K +343 +9%
WA
1334
Waverly Advisors
Alabama
$1.26M +$17K +53 +1%
HFG
1335
Heron Financial Group
New York
$1.26M -$10.5K -36 -0.8%
OAM
1336
Occidental Asset Management
California
$1.25M +$18.3K +62 +1%
LOAMU
1337
Lombard Odier Asset Management (USA)
New York
$1.24M +$1.24M +4,200 New
CWM
1338
Centric Wealth Management
Illinois
$1.23M +$226K +766 +22%
KA
1339
Kovack Advisors
Florida
$1.23M -$213K -722 -15%
CPO
1340
Cerity Partners OCIO
New York
$1.22M +$55.4K +188 +5%
DWM
1341
Darwin Wealth Management
Florida
$1.21M +$485K +1,646 +67%
SCP
1342
Stamos Capital Partners
California
$1.21M -$1.76M -5,969 -59%
NME
1343
Notis-McConarty Edward
$1.21M +$628K +2,131 +109%
ISL
1344
Ingalls & Snyder LLC
New York
$1.2M +$47.8K +162 +4%
UCMOK
1345
United Capital Management of KS
Kansas
$1.2M +$153K +519 +15%
FCA
1346
FLC Capital Advisors
California
$1.2M – – –
RCC
1347
Red Cedar Capital
Nebraska
$1.2M – – –
CW
1348
CreativeOne Wealth
Kansas
$1.2M +$185K +629 +18%
CWM
1349
Chesapeake Wealth Management
Virginia
$1.19M -$7.37K -25 -0.6%
CT
1350
Columbia Trust
Oregon
$1.19M +$81.1K +275 +7%
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