UNH icon

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 %
TCM
1726
Telos Capital Management
California
$352K -$2.49K -10 -0.7%
NA
1727
Navellier & Associates
Nevada
$352K +$1.25K +5 +0.4%
AWM
1728
Aevitas Wealth Management
Massachusetts
$352K +$122K +491 +53%
TWP
1729
TFO Wealth Partners
Ohio
$351K – – –
BBA
1730
Braun-Bostich & Associates
Pennsylvania
$349K – – –
IIC
1731
Integrated Investment Consultants
Michigan
$347K -$157K -630 -31%
LWA
1732
Lenox Wealth Advisors
New York
$346K +$14.2K +57 +4%
FPCP
1733
Fort Point Capital Partners
California
$345K -$29.7K -119 -8%
BHBT
1734
Burke & Herbert Bank & Trust
Virginia
$345K -$6.74K -27 -2%
CF
1735
Centaurus Financial
California
$344K -$611K -2,446 -64%
AF
1736
Aldebaran Financial
$344K – – –
MAM
1737
Marotta Asset Management
Virginia
$342K – – –
HIIFS
1738
Harel Insurance Investments & Financial Services
Israel
$342K -$671K -2,692 -66%
PEA
1739
Pacific Edge Advisors
California
$342K – – –
AFM
1740
Andesa Financial Management
Pennsylvania
$341K -$92.6K -376 -21%
EMB
1741
Elefante Mark B
$341K +$137K +550 +67%
IAMOG
1742
Investors Asset Management of Georgia
Georgia
$340K -$6.23K -25 -2%
AWM
1743
AllSquare Wealth Management
New York
$337K -$37.4K -150 -10%
PHAM
1744
Palisades Hudson Asset Management
Florida
$337K – – –
GW
1745
GW & Wade
Massachusetts
$336K -$3.5K -14 -1%
BEAM
1746
Baker Ellis Asset Management
Washington
$334K – – –
SFG
1747
Sunburst Financial Group
Alabama
$333K -$34.2K -137 -9%
HC
1748
HNP Capital
New York
$332K -$498K -1,816 -60%
CC
1749
Courier Capital
New York
$332K -$17K -62 -5%
PCS
1750
Personal CFO Solutions
New Jersey
$330K +$105K +423 +47%
68 69
70
71 72