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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 %
VVP
1426
Venture Visionary Partners
Ohio
$984K -$3.54K -12 -0.4%
BWP
1427
Bernardo Wealth Planning
Pennsylvania
$982K -$29.5K -100 -3%
AIC
1428
Ameritas Investment Company
Nebraska
$980K -$396K -1,344 -29%
Primecap Management
1429
Primecap Management
California
$980K +$980K +3,324 New
WCM
1430
Washburn Capital Management
Florida
$979K +$62.8K +213 +7%
RIA
1431
Realta Investment Advisors
Delaware
$973K +$197K +669 +25%
GP
1432
Geneva Partners
Wisconsin
$969K +$969K +3,284 New
CFMC
1433
Curbstone Financial Management Corp
New Hampshire
$968K -$23.6K -80 -2%
SFO
1434
Stokes Family Office
Louisiana
$968K +$885 +3 +0.1%
MWM
1435
Mattern Wealth Management
Kansas
$966K +$705K +2,391 +270%
RWM
1436
RKL Wealth Management
Pennsylvania
$965K -$14.5K -49 -1%
TWM
1437
Tolleson Wealth Management
Texas
$964K – – –
LCM
1438
Leisure Capital Management
California
$962K +$22.1K +75 +2%
HCM
1439
HMS Capital Management
Tennessee
$962K +$267K +906 +38%
MWM
1440
MinichMacGregor Wealth Management
New York
$955K +$955K +3,239 New
LB
1441
Legacy Bridge
Iowa
$954K -$68.7K -233 -7%
CWM
1442
Confluence Wealth Management
Oregon
$953K +$200K +679 +27%
BWL
1443
Bogart Wealth LLC
Virginia
$948K +$31.6K +107 +3%
WKWM
1444
Walter & Keenan Wealth Management
Indiana
$946K -$387K -1,312 -29%
GPA
1445
Garrison Point Advisors
California
$944K – – –
RCG
1446
Rock Creek Group
District of Columbia
$943K -$199K -676 -17%
MFG
1447
Menard Financial Group
Texas
$943K +$943K +3,196 New
RWA
1448
River Wealth Advisors
Pennsylvania
$940K +$392K +1,330 +72%
PCIG
1449
Partners Capital Investment Group
Massachusetts
$938K +$938K +3,180 New
PIA
1450
Pinion Investment Advisors
Kansas
$933K +$20.4K +69 +2%
56 57
58
59 60