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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 %
PMG
1626
ProVise Management Group
Florida
$474K +$50.6K +203 +12%
CL
1627
CIM LLC
New York
$470K +$17.7K +71 +4%
BL
1628
Balentine LLC
Georgia
$469K +$75.8K +304 +19%
ATPW
1629
Ashton Thomas Private Wealth
Arizona
$468K +$15K +60 +3%
JF
1630
JSF Financial
California
$466K +$57.8K +232 +14%
SMFS
1631
Squar Milner Financial Services
California
$465K -$117K -468 -20%
SYBT
1632
Stock Yards Bank & Trust
Kentucky
$464K -$13.7K -55 -3%
RWA
1633
River Wealth Advisors
Pennsylvania
$463K +$21.2K +85 +5%
LBA
1634
Letko, Brosseau & Associates
Quebec, Canada
$461K – – –
CNB
1635
Camden National Bank
Maine
$457K +$11.7K +47 +3%
GSWM
1636
Golden State Wealth Management
California
$452K +$452K +1,812 New
PWM
1637
PBMares Wealth Management
Virginia
$450K -$12.5K -50 -3%
1SB
1638
1ST Source Bank
Indiana
$450K +$8.48K +34 +2%
PRS
1639
Pinkerton Retirement Specialists
Idaho
$450K +$450K +1,806 New
JI
1640
Jeereddi Investments
California
$449K -$175K -700 -28%
NB
1641
Nicolet Bankshares
Wisconsin
$444K -$27.4K -110 -6%
NSAM
1642
North Star Asset Management
Wisconsin
$443K -$18.7K -75 -4%
PWLP
1643
Prio Wealth Limited Partnership
Massachusetts
$442K +$108K +433 +32%
OPPTF
1644
OPSEU Pension Plan Trust Fund
Ontario, Canada
$441K +$441K +1,831 New
SC
1645
SRB Corp
Massachusetts
$440K +$440K +1,767 New
SWG
1646
Summit Wealth Group
Vermont
$439K – – –
WA
1647
Wambolt & Associates
Colorado
$434K +$12.5K +50 +3%
IBOK
1648
Independence Bank of Kentucky
Kentucky
$430K -$24.9K -100 -5%
KFA
1649
Krane Funds Advisors
New York
$430K +$430K +1,724 New
TL
1650
TrueWealth LLC
Georgia
$429K -$37.6K -151 -8%
64 65
66
67 68