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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 %
SVWAG
1376
Sound View Wealth Advisors Group
Georgia
$1.1M +$95K +322 +9%
WI
1377
Wintrust Investments
Illinois
$1.1M +$124K +429 +13%
IC
1378
Inscription Capital
Texas
$1.1M +$124K +420 +13%
BG
1379
Bollard Group
Massachusetts
$1.1M +$1.1M +3,731 New
CWG
1380
C WorldWide Group
Denmark
$1.1M – – –
FL
1381
Fort LP
Maryland
$1.1M -$1.97M -6,684 -64%
AO
1382
Advisor OS
Illinois
$1.1M +$1.1M +3,719 New
CCA
1383
Cobblestone Capital Advisors
New York
$1.09M -$1.15M -3,903 -51%
BPA
1384
Beacon Pointe Advisors
California
$1.09M +$402K +1,363 +59%
OPS
1385
Orion Portfolio Solutions
Nebraska
$1.08M +$256K +869 +31%
RIL
1386
Rothschild Investment LLC
Illinois
$1.08M -$1.37M -4,646 -56%
SRAM
1387
Spouting Rock Asset Management
Pennsylvania
$1.08M -$183K -619 -14%
GG
1388
Gofen & Glossberg
Illinois
$1.08M -$639K -2,165 -37%
MRCM
1389
M&R Capital Management
New Jersey
$1.08M +$14.7K +50 +1%
FIA
1390
Foundations Investment Advisors
Arizona
$1.08M +$262K +879 +32%
EWA
1391
EP Wealth Advisors
California
$1.07M +$335K +1,136 +46%
CASB
1392
Cape Ann Savings Bank
Massachusetts
$1.06M +$1.06M +3,607 New
DW
1393
Domani Wealth
Pennsylvania
$1.06M -$148K -500 -12%
DDPIC
1394
Deroy & Devereaux Private Investment Counsel
Michigan
$1.06M -$19.5K -66 -2%
IF
1395
Intrua Financial
Texas
$1.05M +$1.05M +3,276 New
LCM
1396
LVM Capital Management
Michigan
$1.05M – – –
LJAC
1397
L.J. Altfest & Co
New York
$1.05M -$17.1K -58 -2%
NFG
1398
Nations Financial Group
Iowa
$1.05M -$5.31K -18 -0.5%
WF
1399
Welch & Forbes
Massachusetts
$1.05M -$14.7K -50 -1%
XWM
1400
Xcel Wealth Management
Florida
$1.04M -$79.3K -269 -7%
54 55
56
57 58