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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 %
SIG
1451
Sargent Investment Group
Maryland
$746K +$27.7K +111 +4%
NL
1452
NVWM LLC
Pennsylvania
$745K -$378K -1,517 -34%
MMA
1453
Miracle Mile Advisors
California
$744K +$112K +448 +18%
SG
1454
StoneX Group
New York
$740K +$23K +92 +3%
CWM
1455
Centric Wealth Management
Illinois
$740K +$740K +3,412 New
AC
1456
Avestar Capital
New York
$739K +$27.2K +109 +4%
CIM
1457
CenturyLink Investment Management
Colorado
$738K +$162K +650 +28%
F
1458
Filament
Washington
$736K -$997 -4 -0.1%
CBFP
1459
Cedar Brook Financial Partners
Ohio
$735K +$51.1K +205 +7%
LPIC
1460
LeJeune Puetz Investment Counsel
Michigan
$733K -$36.2K -145 -5%
PNC
1461
Park National Corp
Ohio
$728K -$41.4K -166 -5%
AFP
1462
Ausdal Financial Partners
Iowa
$727K -$28.2K -100 -4%
SWMG
1463
Signature Wealth Management Group
Georgia
$726K +$54.8K +220 +8%
CCT
1464
Country Club Trust
Missouri
$724K +$46.2K +184 +7%
GC
1465
Globeflex Capital
California
$722K -$88.3K -354 -11%
PAM
1466
Peak Asset Management
Colorado
$722K +$280K +1,122 +63%
NFG
1467
Next Financial Group
Texas
$719K +$25.2K +101 +4%
TEC
1468
Tiger Eye Capital
Tennessee
$716K – – –
FSA
1469
Franklin Street Advisors
North Carolina
$716K +$41.9K +168 +6%
RTC
1470
Riverview Trust Company
Washington
$713K -$62.3K -250 -8%
GFS
1471
GYL Financial Synergies
Connecticut
$711K +$94.7K +380 +15%
PPP
1472
Private Portfolio Partners
New Jersey
$706K -$10.5K -42 -1%
BZWA
1473
Blue Zone Wealth Advisors
California
$703K +$703K +2,820 New
SFA
1474
Sequoia Financial Advisors
Ohio
$701K +$88.2K +354 +14%
UH
1475
Unigestion Holding
Switzerland
$701K +$701K +2,809 New
57 58
59
60 61