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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 %
KPWG
1501
KFA Private Wealth Group
Virginia
$655K +$53.9K +216 +9%
CIC
1502
Crawford Investment Counsel
Georgia
$653K -$5.49K -22 -0.8%
CFA
1503
Carroll Financial Associates
North Carolina
$650K +$60.6K +243 +10%
IA
1504
IFG Advisory
Georgia
$649K +$97.2K +390 +18%
WMA
1505
Wealth Management Associates
New Jersey
$649K +$15.2K +61 +2%
PCM
1506
Perritt Capital Management
Illinois
$648K -$112K -450 -15%
FIA
1507
Foundations Investment Advisors
Arizona
$647K +$58.2K +245 +10%
HHGA
1508
Halbert Hargrove Global Advisors
California
$643K -$194K -777 -23%
PTP
1509
Platform Technology Partners
New York
$640K +$192K +771 +43%
RCM
1510
RB Capital Management
Nevada
$639K +$70.5K +293 +12%
TCA
1511
Transcend Capital Advisors
New Jersey
$638K -$5.24K -21 -0.8%
CWM
1512
Confluence Wealth Management
Oregon
$637K -$173K -692 -21%
TNBTD
1513
Trustmark National Bank Trust Department
Mississippi
$636K -$32K -128 -5%
BFO
1514
Boston Family Office
Massachusetts
$636K – – –
FAN
1515
Financial Advisors Network
California
$636K – – –
IC
1516
Investment Counsel
Michigan
$633K +$23.7K +95 +4%
CIA
1517
CSat Investment Advisory
Michigan
$633K +$81.3K +326 +15%
BO
1518
BRR OpCo
Ohio
$632K -$15K -60 -2%
TI
1519
Tidal Investments
Wisconsin
$632K +$81.5K +327 +15%
PWM
1520
Perigon Wealth Management
California
$631K +$204K +774 +48%
HR
1521
Hayden Royal
North Carolina
$628K +$35.4K +142 +6%
AAP
1522
Ardsley Advisory Partners
Connecticut
$623K -$773K -3,100 -55%
KCM
1523
Kanawha Capital Management
Virginia
$623K -$13.2K -53 -2%
PIC
1524
PCJ Investment Counsel
Ontario, Canada
$623K +$623K +2,500 New
ACM
1525
Advent Capital Management
New York
$623K +$623K +2,500 New
59 60
61
62 63