UNH icon

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 %
FP
1576
Foundry Partners
Minnesota
$543K – – –
GSBTD
1577
Glenview State Bank Trust Department
Illinois
$543K +$25K +100 +5%
SAG
1578
Spotlight Asset Group
Illinois
$540K -$499 -2 -0.1%
PD
1579
Planning Directions
Pennsylvania
$540K +$540K +2,164 New
MFP
1580
Meridian Financial Partners
Virginia
$538K +$20.9K +72 +4%
TSW
1581
Thompson Siegel & Walmsley
Virginia
$538K +$24.9K +100 +5%
ATFA
1582
All Terrain Financial Advisors
Minnesota
$536K +$1.5K +6 +0.3%
ACM
1583
Allred Capital Management
Texas
$535K +$152K +609 +40%
IC
1584
Intersect Capital
California
$532K +$109K +437 +26%
ESB
1585
Essex Savings Bank
Connecticut
$531K -$95.5K -383 -15%
TCOT
1586
Trust Company of Toledo
Ohio
$531K – – –
NED
1587
Nancy E. Dempze
$529K +$299K +1,201 +130%
AWA
1588
Arkadios Wealth Advisors
Georgia
$526K +$9.73K +39 +2%
DA
1589
Detalus Advisors
Missouri
$526K +$272K +1,090 +107%
NJBEST
1590
New Jersey Better Educational Savings Trust
New Jersey
$524K – – –
PIM
1591
Provident Investment Management
Michigan
$523K -$74.8K -300 -13%
CFA
1592
Cahill Financial Advisors
Minnesota
$521K +$134K +539 +35%
PFBT
1593
Parkside Financial Bank & Trust
Missouri
$517K +$101K +405 +24%
PWMG
1594
Prestige Wealth Management Group
New Jersey
$514K +$25.7K +103 +5%
SWK
1595
Stephen W. Kidder
$513K +$513K +2,056 New
BL
1596
BFSG LLC
California
$511K +$9.98K +40 +2%
VC
1597
Veracity Capital
Georgia
$510K -$15K -60 -3%
WP
1598
WealthPLAN Partners
Nebraska
$509K -$36.6K -126 -7%
OFS
1599
Oldfather Financial Services
Nebraska
$508K – – –
TFS
1600
TrustCore Financial Services
Tennessee
$507K -$23.2K -93 -4%
62 63
64
65 66