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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 %
GC
1501
Globeflex Capital
California
$804K -$50.5K -171 -6%
SWMG
1502
Signature Wealth Management Group
Georgia
$803K -$56.3K -191 -7%
SJIM
1503
St. Johns Investment Management
Florida
$801K +$97.9K +332 +14%
RCM
1504
RB Capital Management
Nevada
$799K +$15.6K +53 +2%
IAIM
1505
International Assets Investment Management
Florida
$799K +$140K +475 +21%
WMA
1506
Wealth Management Associates
New Jersey
$798K +$31K +105 +4%
AL
1507
Aspiriant LLC
California
$796K -$8.85K -30 -1%
ACM
1508
Allred Capital Management
Texas
$796K +$163K +554 +26%
FCM
1509
Fairbanks Capital Management
California
$794K +$22.5K +70 +3%
HHGA
1510
Halbert Hargrove Global Advisors
California
$794K +$33.3K +113 +4%
PA
1511
Paragon Advisors
Texas
$794K +$75.8K +257 +11%
FCFC
1512
First Commonwealth Financial Corp
Pennsylvania
$791K +$80.5K +273 +11%
FAIM
1513
Financial Advocates Investment Management
Washington
$788K +$62.8K +213 +9%
TCM
1514
Tandem Capital Management
New Jersey
$787K -$31.9K -108 -4%
TAM
1515
Trust Asset Management
Texas
$785K +$785K +2,660 New
ICM
1516
IMS Capital Management
Oregon
$784K +$354K +1,200 +82%
PJB
1517
Paul John Balson
California
$783K – – –
NNP
1518
Nachman Norwood & Parrott
South Carolina
$781K -$13.3K -45 -2%
GFS
1519
GYL Financial Synergies
Connecticut
$777K -$64.6K -219 -8%
1W
1520
1776 Wealth
Georgia
$776K -$518K -1,756 -40%
CPA
1521
Court Place Advisors
Maryland
$776K – – –
MFG
1522
Monte Financial Group
Connecticut
$775K -$590 -2 -0.1%
AWM
1523
Apollon Wealth Management
South Carolina
$775K +$775K +2,627 New
BFO
1524
Boston Family Office
Massachusetts
$774K +$21.5K +73 +3%
NL
1525
NWAM LLC
Washington
$772K +$30.4K +103 +4%
59 60
61
62 63