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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 %
SWM
1551
SVA Wealth Management
Wisconsin
$583K -$34.9K -140 -6%
BCM
1552
Breiter Capital Management
Florida
$583K -$11.5K -46 -2%
UCI
1553
Uncommon Cents Investing
Wisconsin
$579K -$38.7K -155 -6%
BPA
1554
Beacon Pointe Advisors
California
$576K +$78.1K +314 +16%
ECG
1555
Edge Capital Group
Georgia
$575K +$575K +2,307 New
DI
1556
DAGCO Inc
Ohio
$572K -$12.2K -49 -2%
TIA
1557
Tiemann Investment Advisors
California
$564K -$25.7K -103 -4%
CAC
1558
Certified Advisory Corp
Florida
$563K -$47.9K -192 -8%
SWA
1559
Sutton Wealth Advisors
Florida
$562K +$34.9K +140 +7%
RWA
1560
Redhawk Wealth Advisors
Minnesota
$561K +$31.2K +125 +6%
CWM
1561
Cordatus Wealth Management
Pennsylvania
$560K +$560K +2,247 New
MC
1562
Miles Capital
Iowa
$557K -$24.2K -97 -4%
CIA
1563
Choate Investment Advisors
Massachusetts
$557K +$93.5K +375 +20%
IAIM
1564
International Assets Investment Management
Florida
$557K +$557K +2,232 New
SMH
1565
Sanders Morris Harris
Texas
$556K -$231K -850 -29%
EWM
1566
Endurance Wealth Management
Rhode Island
$556K +$236K +945 +73%
Wealth Enhancement Advisory Services
1567
Wealth Enhancement Advisory Services
Minnesota
$554K -$1.98M -6,862 -78%
CL
1568
Choreo LLC
Illinois
$553K -$67.4K -270 -11%
DAM
1569
Deltec Asset Management
New York
$549K – – –
OFG
1570
Oxford Financial Group
Indiana
$548K +$548K +2,197 New
FFWA
1571
FRG Family Wealth Advisors
Washington
$545K – – –
HCM
1572
Hollencrest Capital Management
California
$545K +$292K +1,170 +115%
COF
1573
Capital One Financial
Virginia
$545K +$545K +2,185 New
ZCA
1574
Zeke Capital Advisors
Pennsylvania
$544K -$5.92M -23,747 -92%
IFWM
1575
Institute for Wealth Management
Colorado
$543K -$8.97K -36 -2%
61 62
63
64 65