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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 %
CA
1751
Cornerstone Advisory
Maryland
$329K – – –
OR
1752
Olympiad Research
Connecticut
$329K +$31.6K +127 +11%
IF
1753
IRON Financial
Illinois
$329K +$329K +1,321 New
CRWM
1754
Castle Rock Wealth Management
California
$328K -$1.24M -4,285 -79%
CFA
1755
Capstone Financial Advisors
Illinois
$324K -$57.1K -229 -15%
ACM
1756
Armbruster Capital Management
New York
$324K -$36.9K -148 -10%
PWAP
1757
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$324K -$7.11K -25 -2%
HCA
1758
Heck Capital Advisors
Wisconsin
$324K -$10.5K -42 -3%
ABTD
1759
Arvest Bank Trust Division
Oklahoma
$323K -$130K -523 -29%
FIM
1760
Fernwood Investment Management
Massachusetts
$323K – – –
APW
1761
Aurora Private Wealth
New Jersey
$323K +$323K +1,294 New
FSC
1762
Full Sail Capital
Oklahoma
$322K -$46.3K -161 -13%
PAS
1763
Partnervest Advisory Services
California
$322K +$72K +289 +29%
BWP
1764
Baldwin Wealth Partners
Massachusetts
$321K – – –
WCM
1765
WealthBridge Capital Management
Ohio
$320K +$58.4K +234 +22%
LSC
1766
Lesa Sroufe & Co
Washington
$317K -$8.24K -33 -3%
JGIA
1767
Jackson Grant Investment Advisers
Connecticut
$316K +$1.25K +5 +0.4%
PPW
1768
Parcion Private Wealth
Washington
$316K +$29.7K +119 +10%
FBA
1769
Front Barnett Associates
Illinois
$315K – – –
SL
1770
Stevard LLC
Illinois
$313K – – –
SFSG
1771
Stearns Financial Services Group
North Carolina
$313K +$81.6K +327 +35%
PAM
1772
Private Asset Management
California
$312K -$17.4K -70 -5%
MA
1773
MCF Advisors
Kentucky
$309K -$15.7K -63 -5%
WPC
1774
White Pine Capital
Minnesota
$309K – – –
XS
1775
XR Securities
Illinois
$308K -$763K -3,063 -71%
69 70
71
72 73