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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 %
LWA
1426
Lineweaver Wealth Advisors
Ohio
$811K +$164K +668 +25%
GWCM
1427
Godshalk Welsh Capital Management
Pennsylvania
$810K – – –
BW
1428
Bison Wealth
Georgia
$805K -$9.72K -39 -1%
SFM
1429
Signet Financial Management
New Jersey
$804K +$24.7K +86 +3%
PI
1430
Pettee Investors
Connecticut
$803K – – –
GPA
1431
Garrison Point Advisors
California
$798K -$58.6K -235 -7%
LCM
1432
Leisure Capital Management
California
$795K +$22.5K +90 +3%
VWM
1433
Valley Wealth Managers
New Jersey
$793K -$61.6K -247 -7%
LWAC
1434
Laurel Wealth Advisors (California)
California
$790K -$76.8K -308 -9%
SEM
1435
Suncoast Equity Management
Florida
$783K +$91.3K +366 +13%
BWL
1436
Bogart Wealth LLC
Virginia
$775K +$48.9K +196 +7%
WCM
1437
Washburn Capital Management
Florida
$774K +$3.74K +15 +0.5%
PIA
1438
Pinion Investment Advisors
Kansas
$771K +$61.8K +248 +9%
CC
1439
Copperleaf Capital
North Carolina
$765K -$76.1K -305 -9%
TF
1440
Tompkins Financial
New York
$765K – – –
MI
1441
Markston International
New York
$759K -$9.97K -40 -1%
CAN
1442
Claraphi Advisory Network
United States
$755K -$150K -600 -17%
VRM
1443
Vectors Research Management
New York
$755K – – –
WT
1444
Washington Trust
Rhode Island
$754K +$754K +14,607 New
SMC
1445
Smith, Moore & Co
Missouri
$753K -$748 -3 -0.1%
PFA
1446
Paradigm Financial Advisors
Missouri
$752K -$4.24K -17 -0.6%
AWA
1447
ARS Wealth Advisors
Florida
$752K +$247K +990 +49%
SFSIG
1448
San Francisco Sentry Investment Group
California
$750K -$63.9K -256 -8%
SKK
1449
Shepherd Kaplan Krochuk
Massachusetts
$748K -$746K -2,993 -50%
SACTSONJ
1450
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$748K – – –
56 57
58
59 60