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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 %
JIP
1801
Jaffetilchin Investment Partners
Florida
$387K +$79.1K +268 +26%
KFA
1802
Krane Funds Advisors
New York
$386K -$122K -414 -24%
ACM
1803
Advent Capital Management
New York
$383K -$354K -1,200 -48%
ACM
1804
Armbruster Capital Management
New York
$383K – – –
CFA
1805
Capstone Financial Advisors
Illinois
$383K – – –
AIM
1806
Alhambra Investment Management
Florida
$379K +$17.4K +59 +5%
FIM
1807
Fernwood Investment Management
Massachusetts
$377K -$4.72K -16 -1%
JGIA
1808
Jackson Grant Investment Advisers
Connecticut
$376K +$1.18K +4 +0.3%
PIMG
1809
Patriot Investment Management Group
Tennessee
$376K +$376K +1,274 New
LSC
1810
Lesa Sroufe & Co
Washington
$375K – – –
PIA
1811
Perennial Investment Advisors
California
$375K +$19.4K +66 +5%
NP
1812
Ninepoint Partners
Ontario, Canada
$374K -$80.8K -274 -18%
PEA
1813
Pacific Edge Advisors
California
$374K -$29.8K -101 -7%
WCM
1814
WealthBridge Capital Management
Ohio
$374K -$4.13K -14 -1%
RI
1815
Rudd International
Florida
$372K +$12.7K +43 +4%
BWP
1816
BSW Wealth Partners
Colorado
$372K +$66.4K +225 +22%
TFA
1817
Transamerica Financial Advisors
Florida
$372K +$372K +1,258 +125,800%
BWA
1818
Beam Wealth Advisors
Louisiana
$371K – – –
ATC
1819
Adirondack Trust Company
New York
$371K +$3.03K +10 +0.8%
PAM
1820
Private Asset Management
California
$370K – – –
IC
1821
InterOcean Capital
Illinois
$370K +$20.9K +71 +6%
ABTD
1822
Arvest Bank Trust Division
Oklahoma
$369K -$13K -44 -3%
MWPCG
1823
Measured Wealth Private Client Group
New Hampshire
$369K +$369K +1,250 New
CNC
1824
Citizens & Northern Corp
Pennsylvania
$367K -$86.4K -293 -19%
JAM
1825
Jupiter Asset Management
United Kingdom
$367K +$367K +1,245 New
71 72
73
74 75