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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 %
FC
1551
Ferris Capital
Massachusetts
$734K +$14.5K +49 +2%
KPWG
1552
KFA Private Wealth Group
Virginia
$727K -$46.9K -159 -6%
TAM
1553
Townsend Asset Management
North Carolina
$720K -$2.36K -8 -0.3%
TC
1554
Trust Company
Kansas
$719K +$284K +963 +65%
BCM
1555
Bienville Capital Management
New York
$718K – – –
EWM
1556
Elite Wealth Management
Washington
$716K +$3.25K +11 +0.5%
IFWM
1557
Institute for Wealth Management
Colorado
$716K +$73.2K +248 +11%
FSA
1558
Franklin Street Advisors
North Carolina
$713K -$135K -456 -16%
PP
1559
PDS Planning
Ohio
$713K +$138K +468 +24%
HA
1560
Harfst & Associates
Wyoming
$712K -$16.8K -57 -2%
IA
1561
IFG Advisory
Georgia
$710K -$57.8K -196 -8%
RIA
1562
Regal Investment Advisors
Michigan
$708K +$708K +2,399 New
RWA
1563
Redhawk Wealth Advisors
Minnesota
$705K +$42.4K +144 +6%
SWA
1564
Sutton Wealth Advisors
Florida
$704K +$39.5K +134 +6%
MCCP
1565
Mission Creek Capital Partners
California
$702K +$5.6K +19 +0.8%
CG
1566
CFO4Life Group
Texas
$693K -$294K -996 -30%
SFA
1567
Semmax Financial Advisors
North Carolina
$691K +$94K +319 +16%
WC
1568
Westhampton Capital
North Carolina
$690K -$16.2K -55 -2%
IC
1569
Intersect Capital
California
$686K +$56.6K +192 +9%
UCI
1570
Uncommon Cents Investing
Wisconsin
$684K – – –
PWM
1571
Perigon Wealth Management
California
$681K -$23.6K -80 -3%
ECG
1572
Edge Capital Group
Georgia
$681K +$590 +2 +0.1%
BCM
1573
Breiter Capital Management
Florida
$678K -$11.5K -39 -2%
CAGAS
1574
Capital Advisory Group Advisory Services
Minnesota
$676K +$191K +646 +39%
PCM
1575
Prelude Capital Management
New York
$670K +$670K +2,273 New
61 62
63
64 65