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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 %
BCP
1601
Berkeley Capital Partners
Georgia
$507K -$12.5K -50 -2%
GLLW
1602
Graves Light Lenhart Wealth
Virginia
$506K -$10.2K -41 -2%
SFA
1603
Semmax Financial Advisors
North Carolina
$505K +$38.4K +154 +8%
GIA
1604
Gladstone Institutional Advisory
Florida
$504K +$99K +397 +24%
BOPW
1605
Brandywine Oak Private Wealth
Pennsylvania
$501K -$70.3K -282 -12%
PFA
1606
Pure Financial Advisors
California
$500K -$14.5K -58 -3%
GFA
1607
Gifford Fong Associates
California
$499K – – –
CP
1608
Camelot Portfolios
Ohio
$499K +$130K +521 +35%
AWM
1609
Aries Wealth Management
Maine
$499K +$133K +555 +37%
PCM
1610
Pointe Capital Management
Michigan
$498K -$16.5K -66 -3%
SRC
1611
Sage Rhino Capital
California
$491K -$25K -100 -5%
KFI
1612
Key Financial Inc
Pennsylvania
$490K – – –
NME
1613
Notis-McConarty Edward
$489K +$489K +1,963 New
PP
1614
PDS Planning
Ohio
$486K +$305K +1,221 +168%
TF
1615
TLWM Financial
Texas
$485K +$3.96K +16 +0.8%
QAM
1616
QCI Asset Management
New York
$485K +$316K +1,265 +186%
FP
1617
Financial Perspectives
Minnesota
$484K +$82.3K +330 +21%
APG
1618
Abacus Planning Group
South Carolina
$482K +$224K +899 +87%
OCM
1619
One Capital Management
California
$482K +$281K +1,125 +139%
Credit Agricole
1620
Credit Agricole
France
$481K -$133K -535 -22%
MTC
1621
McDaniel Terry & Co
Texas
$481K – – –
PWM
1622
Paulson Wealth Management
Illinois
$481K +$28.2K +100 +6%
HPC
1623
Hobart Private Capital
North Carolina
$479K +$34.4K +138 +8%
PIP
1624
Peachtree Investment Partners
Florida
$475K -$49.1K -197 -9%
CB
1625
CNB Bank
Pennsylvania
$474K +$31.9K +128 +7%
63 64
65
66 67