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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 %
RG
1351
Rikoon Group
New Mexico
$999K -$11.5K -46 -1%
VFM
1352
Viking Fund Management
North Dakota
$998K – – –
PWPS
1353
Pinnacle Wealth Planning Services
Ohio
$996K +$209K +839 +27%
HAIM
1354
Hunter Associates Investment Management
Pennsylvania
$991K – – –
IRAG
1355
Investment Research & Advisory Group
Georgia
$988K +$2.49K +10 +0.3%
CPO
1356
Cerity Partners OCIO
New York
$987K +$98K +393 +11%
TA
1357
Tiedemann Advisors
New York
$985K -$415K -1,663 -30%
SHGA
1358
Sand Hill Global Advisors
California
$979K +$24.9K +100 +3%
ISL
1359
Ingalls & Snyder LLC
New York
$977K +$11.7K +47 +1%
SBSB
1360
Sullivan, Bruyette, Speros & Blaney
Virginia
$975K -$44.6K -179 -4%
EMG
1361
Ellington Management Group
Connecticut
$973K +$773K +3,100 +388%
BWA
1362
BDO Wealth Advisors
Florida
$973K +$921K +3,692 +1,767%
BB
1363
Bell Bank
North Dakota
$972K -$6.48K -26 -0.7%
I
1364
IberiaBank
Louisiana
$969K +$53.1K +213 +6%
RCG
1365
Rock Creek Group
District of Columbia
$966K -$341K -1,366 -26%
WA
1366
Waverly Advisors
Alabama
$964K +$92.3K +370 +11%
KF
1367
Krilogy Financial
Missouri
$963K +$726K +2,911 +306%
AF
1368
Affiance Financial
Minnesota
$962K -$142K -568 -13%
VWA
1369
V Wealth Advisors
Kansas
$957K +$457K +1,831 +91%
KTM
1370
Keeler Thomas Management
Utah
$951K +$164K +656 +21%
FCA
1371
FLC Capital Advisors
California
$951K +$374K +1,556 +65%
XWM
1372
Xcel Wealth Management
Florida
$947K -$74.8K -300 -7%
IMOV
1373
Investment Management of Virginia
Virginia
$941K -$7.48K -30 -0.8%
PP
1374
Paloma Partners
Connecticut
$938K -$4.76M -19,069 -84%
CT
1375
Columbia Trust
Oregon
$938K +$28.4K +114 +3%
53 54
55
56 57