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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 %
PV
1826
Private Vista
Illinois
$276K -$38.6K -156 -12%
EWA
1827
ERTS Wealth Advisors
Michigan
$276K -$11.2K -45 -4%
EPA
1828
Element Pointe Advisors
Florida
$276K -$9.95K -40 -3%
DA
1829
Dillon & Associates
Michigan
$274K – – –
WA
1830
WealthTrust Axiom
Pennsylvania
$274K – – –
DCM
1831
Dimension Capital Management
Florida
$273K +$1.74K +7 +0.6%
MCM
1832
MV Capital Management
Maryland
$272K – – –
V
1833
VeraBank
Texas
$272K – – –
SIAS
1834
Shine Investment Advisory Services
Colorado
$271K -$39.1K -157 -13%
OFW
1835
Omnia Family Wealth
Florida
$270K -$15K -60 -5%
PFA
1836
Pathway Financial Advisors
Vermont
$269K – – –
ACP
1837
Arcus Capital Partners
Georgia
$267K +$1.25K +5 +0.5%
DIM
1838
Delta Investment Management
California
$267K +$83.8K +336 +46%
IIA
1839
ICW Investment Advisors
Arizona
$266K +$62.7K +252 +31%
UF
1840
Univest Financial
Pennsylvania
$263K -$83.4K -334 -24%
MFG
1841
Merit Financial Group
Georgia
$262K -$2.5K -10 -0.9%
BSB
1842
Bangor Savings Bank
Maine
$262K +$1.5K +6 +0.6%
CMANY
1843
Capital Management Associates (New York)
New York
$262K +$262K +1,050 New
NWM
1844
Northwest Wealth Management
Iowa
$262K +$262K +1,051 New
FCIM
1845
Fairview Capital Investment Management
California
$261K – – –
JIP
1846
Jaffetilchin Investment Partners
Florida
$260K -$744K -2,987 -74%
OSAM
1847
O'Shaughnessy Asset Management
Connecticut
$260K -$257K -1,030 -50%
ICM
1848
Islay Capital Management
Texas
$260K +$124K +497 +91%
LWM
1849
Liberty Wealth Management
California
$259K -$747 -3 -0.3%
IPW
1850
Inlet Private Wealth
Florida
$259K – – –
72 73
74
75 76