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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 %
SM
1626
SG3 Management
Puerto Rico
$590K +$590K +2,000 New
MFP
1627
Meridian Financial Partners
Virginia
$588K +$16.1K +52 +3%
SFP
1628
Shepherd Financial Partners
Massachusetts
$587K +$167K +565 +40%
EWM
1629
Empirical Wealth Management
Washington
$587K +$233K +791 +66%
PCM
1630
Pennsylvania Capital Management
Pennsylvania
$585K -$211K -716 -27%
PP
1631
Professional Planning
California
$585K +$585K +1,985 New
CFA
1632
Cahill Financial Advisors
Minnesota
$584K -$32.2K -109 -5%
RGIA
1633
Rainier Group Investment Advisory
Washington
$583K +$583K +1,976 New
GIA
1634
Gladstone Institutional Advisory
Florida
$582K -$13.9K -47 -2%
RFM
1635
Royal Fund Management
Florida
$579K +$221K +750 +62%
TCM
1636
Traynor Capital Management
Pennsylvania
$578K +$215K +730 +59%
PCM
1637
Pointe Capital Management
Michigan
$577K -$12.4K -42 -2%
FP
1638
Foundry Partners
Minnesota
$576K -$66.4K -225 -10%
TP
1639
Truvvo Partners
New York
$575K +$150K +507 +35%
TF
1640
Trek Financial
Arizona
$574K +$574K +1,946 New
PMA
1641
Prudent Man Advisors
Illinois
$572K +$572K +1,941 New
IWS
1642
Insight Wealth Strategies
California
$571K -$842K -2,856 -60%
QP
1643
Quilter Plc
United Kingdom
$571K +$108K +365 +23%
TF
1644
TLWM Financial
Texas
$570K -$4.7K -16 -0.8%
APG
1645
Abacus Planning Group
South Carolina
$570K -$590 -2 -0.1%
MTC
1646
McDaniel Terry & Co
Texas
$568K – – –
AWM
1647
Aevitas Wealth Management
Massachusetts
$568K +$152K +514 +36%
KFI
1648
Key Financial Inc
Pennsylvania
$565K – – –
WA
1649
Wambolt & Associates
Colorado
$564K +$50.8K +172 +10%
CB
1650
CNB Bank
Pennsylvania
$563K +$3.24K +11 +0.6%
64 65
66
67 68