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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 %
CWM
1576
Cordatus Wealth Management
Pennsylvania
$669K +$6.49K +22 +1%
SWM
1577
SVA Wealth Management
Wisconsin
$662K -$28.3K -96 -4%
VBFP
1578
Valtinson Bruner Financial Planning
Minnesota
$661K +$1.9K +6 +0.3%
DI
1579
DAGCO Inc
Ohio
$660K -$17.7K -60 -3%
CIA
1580
Choate Investment Advisors
Massachusetts
$659K – – –
EWM
1581
Endurance Wealth Management
Rhode Island
$658K – – –
GSBTD
1582
Glenview State Bank Trust Department
Illinois
$657K +$15.9K +54 +2%
BA
1583
Ballast Advisors
Minnesota
$657K +$153K +517 +30%
ESB
1584
Essex Savings Bank
Connecticut
$655K +$26.3K +89 +4%
HIM
1585
Hillsdale Investment Management
Ontario, Canada
$655K +$443K +1,500 +208%
ET
1586
Equitable Trust
Tennessee
$652K -$972K -3,295 -60%
FP
1587
Financial Perspectives
Minnesota
$650K +$78.2K +265 +14%
AAIM
1588
Asset Advisors Investment Management
Georgia
$649K -$177K -600 -21%
DAM
1589
Deltec Asset Management
New York
$649K – – –
HCM
1590
Hollencrest Capital Management
California
$645K – – –
COF
1591
Capital One Financial
Virginia
$645K +$590 +2 +0.1%
PFBT
1592
Parkside Financial Bank & Trust
Missouri
$645K +$33.3K +113 +5%
SB
1593
Sunflower Bank
Texas
$645K +$645K +2,188 New
FFWA
1594
FRG Family Wealth Advisors
Washington
$644K – – –
AFWM
1595
AMJ Financial Wealth Management
Virginia
$641K +$641K +2,172 New
ODCM
1596
Old Dominion Capital Management
Virginia
$635K +$635K +2,153 New
EWM
1597
Executive Wealth Management
Michigan
$628K -$442K -1,500 -41%
TCOT
1598
Trust Company of Toledo
Ohio
$628K – – –
IAS
1599
Investment Advisory Services
Texas
$627K +$142K +482 +29%
AWA
1600
Arkadios Wealth Advisors
Georgia
$626K -$24.7K -80 -4%
62 63
64
65 66