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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 %
CW
1401
CreativeOne Wealth
Kansas
$854K +$164K +658 +24%
FG
1402
Fiduciary Group
Georgia
$853K -$7.73K -31 -0.9%
9WM
1403
9258 Wealth Management
Ohio
$852K -$141K -479 -14%
SIM
1404
SSI Investment Management
California
$852K -$9.46K -38 -1%
SVWAG
1405
Sound View Wealth Advisors Group
Georgia
$851K +$9.23K +37 +1%
WI
1406
Wintrust Investments
Illinois
$843K +$77.5K +311 +10%
AMC
1407
Asset Management Corp
Illinois
$841K +$440K +1,764 +110%
WC
1408
Waterloo Capital
Texas
$841K +$841K +3,373 New
CFMC
1409
Curbstone Financial Management Corp
New Hampshire
$838K +$65.3K +262 +8%
FI
1410
FormulaFolio Investments
Michigan
$836K +$161K +645 +24%
SP
1411
SWS Partners
Ohio
$836K +$836K +3,354 New
VVP
1412
Venture Visionary Partners
Ohio
$835K +$46.1K +185 +6%
CG
1413
CFO4Life Group
Texas
$834K -$28.7K -115 -3%
SFWA
1414
Summit Financial Wealth Advisors
Louisiana
$833K -$62.1K -250 -7%
MG
1415
Mather Group
Illinois
$831K +$35.1K +141 +4%
RWM
1416
RKL Wealth Management
Pennsylvania
$828K -$18.5K -74 -2%
IC
1417
Inscription Capital
Texas
$825K -$252K -1,011 -23%
SIM
1418
Sterling Investment Management
Arizona
$819K -$444K -1,781 -35%
CFS
1419
CRA Financial Services
New Jersey
$819K +$54.6K +219 +7%
BFG
1420
Beacon Financial Group
Texas
$818K -$10.3K -41 -1%
AJ
1421
Ashburton (Jersey)
Jersey
$817K – – –
MIC
1422
Means Investment Company
Maine
$817K +$60.7K +219 +8%
SFO
1423
Stokes Family Office
Louisiana
$817K +$144K +577 +21%
TWM
1424
Tolleson Wealth Management
Texas
$815K -$98.5K -395 -11%
BMM
1425
Buffington Mohr McNeal
Idaho
$815K -$8.24K -33 -1%
55 56
57
58 59