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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 %
AW
1801
Alpha Windward
Massachusetts
$293K -$12.7K -51 -4%
SCG
1802
Sonata Capital Group
Washington
$291K – – –
NAS
1803
Nicolet Advisory Services
Wisconsin
$291K +$291K +1,167 New
NB
1804
Northwest Bancshares
Pennsylvania
$290K – – –
TAM
1805
Trillium Asset Management
Massachusetts
$289K -$1.75K -7 -0.6%
THWM
1806
Taylor Hoffman Wealth Management
Virginia
$288K -$498K -2,000 -63%
GLA
1807
Good Life Advisors
Pennsylvania
$288K -$54.1K -225 -16%
CRCM
1808
Corbett Road Capital Management
Virginia
$288K +$288K +1,155 New
JCM
1809
Jacobi Capital Management
Pennsylvania
$287K +$16.2K +65 +6%
BOS
1810
Bingham Osborn & Scarborough
California
$284K +$26.2K +105 +10%
WA
1811
Winfield Associates
Ohio
$284K +$284K +1,138 New
BWM
1812
BCS Wealth Management
Tennessee
$283K -$15.2K -61 -5%
DWA
1813
Dorsey Wright & Associates
California
$283K +$283K +1,134 New
ACP
1814
Aviance Capital Partners
Florida
$282K -$3.74K -15 -1%
HCP
1815
Holt Capital Partners
Texas
$281K -$61.9K -248 -18%
OPA
1816
Old Port Advisors
Maine
$281K -$47.3K -190 -14%
FIA
1817
FNY Investment Advisers
New York
$280K +$280K +1,125 New
WI
1818
Wedgewood Investors
Pennsylvania
$279K – – –
BBL
1819
Beck Bode LLC
Massachusetts
$278K – – –
UWPG
1820
Ullmann Wealth Partners Group
Florida
$278K +$19.7K +79 +8%
AA
1821
Argent Advisors
Louisiana
$278K +$159K +637 +133%
VCP
1822
Verus Capital Partners
Arizona
$277K -$82.9K -332 -23%
EPP
1823
ETF Portfolio Partners
Kansas
$277K -$24.7K -99 -8%
BMA
1824
Brooks Moore & Associates
Tennessee
$277K – – –
CPA
1825
Clear Perspective Advisors
Illinois
$276K -$134K -537 -33%
71 72
73
74 75