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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 %
WEPOG
1526
Wealth Enhancement & Preservation of GA
Georgia
$622K -$876K -3,858 -58%
EWA
1527
EP Wealth Advisors
California
$622K +$385K +1,545 +163%
BHTS
1528
Bar Harbor Trust Services
Maine
$621K -$96.2K -386 -13%
DBT
1529
Dubuque Bank & Trust
Iowa
$621K +$58.3K +234 +10%
PCM
1530
Pennsylvania Capital Management
Pennsylvania
$620K +$620K +2,701 New
MWC
1531
MBM Wealth Consultants
Missouri
$616K +$22.2K +89 +4%
HA
1532
Harfst & Associates
Wyoming
$616K +$34.1K +137 +6%
HFA
1533
Huber Financial Advisors
Illinois
$614K – – –
DWM
1534
Darwin Wealth Management
Florida
$613K -$132K -530 -18%
FAIM
1535
Financial Advocates Investment Management
Washington
$613K -$748 -3 -0.1%
TAM
1536
Townsend Asset Management
North Carolina
$611K +$2.49K +10 +0.4%
FC
1537
Ferris Capital
Massachusetts
$608K – – –
BIM
1538
Beach Investment Management
Pennsylvania
$608K +$608K +2,437 New
PA
1539
Paragon Advisors
Texas
$607K -$231K -928 -28%
BCM
1540
Bienville Capital Management
New York
$607K +$607K +2,433 New
EWM
1541
Elite Wealth Management
Washington
$602K +$399K +1,600 +196%
FCFC
1542
First Commonwealth Financial Corp
Pennsylvania
$601K -$34.9K -140 -5%
VBFP
1543
Valtinson Bruner Financial Planning
Minnesota
$598K -$8.34K -29 -1%
WC
1544
Westhampton Capital
North Carolina
$598K – – –
FCM
1545
Fairbanks Capital Management
California
$598K +$244K +977 +69%
SJIM
1546
St. Johns Investment Management
Florida
$595K +$70.9K +284 +14%
BCM
1547
Brasada Capital Management
Texas
$594K +$6.48K +26 +1%
ACS
1548
Archford Capital Strategies
Illinois
$592K +$66.6K +267 +13%
MCCP
1549
Mission Creek Capital Partners
California
$589K -$5.99K -24 -1%
HCM
1550
HMS Capital Management
Tennessee
$587K +$56.9K +228 +11%
60 61
62
63 64