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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 %
THWM
1451
Taylor Hoffman Wealth Management
Virginia
$931K +$590K +2,000 +173%
CCT
1452
Country Club Trust
Missouri
$926K +$90.9K +314 +11%
BWM
1453
Bernicke Wealth Management
Wisconsin
$923K -$449K -1,522 -33%
CFS
1454
CRA Financial Services
New Jersey
$923K -$46.3K -157 -5%
GWCM
1455
Godshalk Welsh Capital Management
Pennsylvania
$922K -$36.9K -125 -4%
BCB
1456
Brian C. Broderick
$917K +$483K +1,637 +111%
SFSIG
1457
San Francisco Sentry Investment Group
California
$916K +$28.3K +96 +3%
CFA
1458
Carroll Financial Associates
North Carolina
$912K +$144K +488 +19%
AI
1459
AdvisorShares Investments
Maryland
$909K +$909K +3,082 New
CAN
1460
Claraphi Advisory Network
United States
$906K +$13K +44 +1%
HC
1461
HNP Capital
New York
$903K +$542K +1,816 +150%
AIM
1462
AIA Investment Management
Singapore
$899K +$441K +1,494 +96%
MI
1463
Markston International
New York
$898K – – –
VRM
1464
Vectors Research Management
New York
$893K – – –
NL
1465
NVWM LLC
Pennsylvania
$893K +$12.1K +41 +1%
SIG
1466
Sargent Investment Group
Maryland
$891K – – –
TF
1467
Tompkins Financial
New York
$890K -$14.5K -49 -2%
CC
1468
Copperleaf Capital
North Carolina
$889K -$15.6K -53 -2%
SMC
1469
Smith, Moore & Co
Missouri
$889K -$2.07K -7 -0.2%
SKK
1470
Shepherd Kaplan Krochuk
Massachusetts
$885K – – –
SACTSONJ
1471
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$885K – – –
AFM
1472
Anson Funds Management
Texas
$885K +$885K +3,000 New
MUAMU
1473
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$884K -$589K -2,000 -40%
SG
1474
StoneX Group
New York
$877K +$2.07K +7 +0.2%
SFA
1475
Sequoia Financial Advisors
Ohio
$876K +$46.6K +158 +6%
57 58
59
60 61