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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 %
SICM
1901
Sustainable Insight Capital Management
New York
$224K -$24.9K -100 -10%
CA
1902
Calton & Associates
Florida
$223K -$318K -1,274 -59%
TFCP
1903
Twin Focus Capital Partners
Massachusetts
$223K -$164K -655 -42%
SIM
1904
Sonora Investment Management
Arizona
$223K +$2.49K +10 +1%
AIP
1905
Almanack Investment Partners
Pennsylvania
$223K +$223K +892 New
CCM
1906
Cadence Capital Management
Massachusetts
$221K -$13K -52 -6%
MWM
1907
Mattern Wealth Management
Kansas
$221K -$2.5K -10 -1%
LW
1908
Linscomb Wealth
Texas
$220K -$109K -435 -33%
FFG
1909
Ford Financial Group
California
$220K -$28.4K -114 -11%
RWA
1910
Ropes Wealth Advisors
Massachusetts
$220K – – –
FC
1911
Fayerweather Charles
$220K +$220K +880 New
SCP
1912
Seizert Capital Partners
Michigan
$219K -$714K -2,871 -77%
SFG
1913
Summit Financial Group
West Virginia
$219K – – –
BFC
1914
Bedel Financial Consulting
Indiana
$219K – – –
TPWA
1915
TRUE Private Wealth Advisors
Oregon
$217K -$1.01M -4,048 -82%
PCM
1916
Poehling Capital Management
Wisconsin
$217K -$6.24K -25 -3%
KC
1917
Kingfisher Capital
North Carolina
$217K +$999 +4 +0.5%
EW
1918
Element Wealth
Mississippi
$217K +$217K +870 New
VC
1919
Vicus Capital
Pennsylvania
$216K -$142K -566 -40%
WAG
1920
Winthrop Advisory Group
Massachusetts
$216K -$30.4K -122 -12%
MFW
1921
Mosaic Family Wealth
Missouri
$215K -$41.1K -165 -16%
I
1922
INVST
Indiana
$214K -$4.51K -19 -2%
PBC
1923
Pavion Blue Capital
California
$214K – – –
PO
1924
Private Ocean
California
$214K +$147K +591 +218%
SDWMA
1925
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K +$214K +859 New
75 76
77
78 79