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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 %
ANB
1651
Amarillo National Bank
Texas
$429K – – –
CSPIA
1652
Cary Street Partners Investment Advisory
Virginia
$428K -$3.49K -14 -0.8%
IAS
1653
Investment Advisory Services
Texas
$428K +$428K +1,644 New
CA
1654
Claro Advisors
Massachusetts
$426K -$6.48K -26 -1%
BA
1655
Ballast Advisors
Minnesota
$426K -$2.99K -12 -0.7%
NIA
1656
Northstar Investment Advisors
Colorado
$424K +$66.1K +265 +18%
PCIA
1657
Prime Capital Investment Advisors
Kansas
$422K +$7.48K +30 +2%
RWP
1658
RWA Wealth Partners
Massachusetts
$419K -$64.3K -258 -13%
NWP
1659
Northstar Wealth Partners
Connecticut
$419K +$32.4K +130 +8%
EFSCE
1660
Enterprise Financial Services Corp (EFSC)
Missouri
$416K -$54.2K -218 -12%
SIC
1661
Samalin Investment Counsel
New York
$416K -$24.9K -100 -6%
VCA
1662
Verdence Capital Advisors
Maryland
$416K +$250 +1 +0.1%
SAM
1663
Shone Asset Management
California
$415K +$415K +1,438 New
PB
1664
Pinnacle Bancorp
Nebraska
$414K +$53.6K +215 +15%
VA
1665
Valmark Advisers
Ohio
$414K +$131K +526 +46%
DSA
1666
Droms Strauss Advisors
Missouri
$413K – – –
CAGAS
1667
Capital Advisory Group Advisory Services
Minnesota
$410K +$192K +770 +88%
PMFA
1668
Plante Moran Financial Advisors
Michigan
$409K -$132K -528 -24%
RWM
1669
Ritholtz Wealth Management
New York
$409K +$89.8K +360 +28%
RWM
1670
Reston Wealth Management
Virginia
$408K -$32.4K -130 -7%
RPWA
1671
Regent Peak Wealth Advisors
Georgia
$405K -$20.2K -81 -5%
PP
1672
PrairieView Partners
Minnesota
$405K -$12K -48 -3%
KPW
1673
Kore Private Wealth
New York
$403K +$70K +281 +21%
BMC
1674
Benin Management Corp
Connecticut
$402K -$12K -48 -3%
SSWG
1675
Seven Springs Wealth Group
Tennessee
$400K -$215K -864 -35%
65 66
67
68 69