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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 %
IIA
1926
IPG Investment Advisors
California
$211K – – –
WAAG
1927
Wealth Alliance Advisory Group
Kansas
$210K +$13.5K +54 +7%
CAM
1928
Crestone Asset Management
Colorado
$209K +$6.47K +26 +3%
DCM
1929
Driehaus Capital Management
Illinois
$209K +$209K +838 New
WB
1930
Webster Bank
Connecticut
$208K – – –
GFPC
1931
Global Financial Private Client
Florida
$207K -$28.7K -121 -12%
WLIM
1932
White Lighthouse Investment Management
Massachusetts
$207K -$6.24K -25 -3%
AOWM
1933
Alpha Omega Wealth Management
Virginia
$206K -$73.3K -294 -26%
CWM
1934
Concentric Wealth Management
California
$206K – – –
SWP
1935
Strategic Wealth Partners
Ohio
$205K – – –
MME
1936
Meag Munich Ergo
Germany
$204K -$3.66M -14,695 -95%
CA
1937
Centerpoint Advisors
Massachusetts
$204K -$105K -422 -34%
AIM
1938
Aspen Investment Management
Michigan
$204K – – –
FUBT
1939
First United Bank & Trust
Maryland
$204K – – –
HJMC
1940
Hellman Jordan Management Company
Massachusetts
$203K -$749 -3 -0.4%
BRM
1941
Boston Research & Management
Massachusetts
$203K – – –
RWG
1942
Regal Wealth Group
California
$203K +$748 +3 +0.4%
EWA
1943
Evolution Wealth Advisors
Florida
$202K +$129K +519 +178%
SAM
1944
Seelaus Asset Management
New Jersey
$202K +$202K +808 New
SC
1945
Steph & Co
Wisconsin
$201K -$39K -156 -16%
HFA
1946
Hoover Financial Advisors
Pennsylvania
$201K -$24.9K -100 -11%
QT
1947
Quantbot Technologies
New York
$198K -$5.82M -23,323 -97%
SFPG
1948
Stonebridge Financial Planning Group
Florida
$193K – – –
EI
1949
Ellevest Inc
New York
$192K +$54.7K +219 +40%
FANJ
1950
Financial Architects (New Jersey)
New Jersey
$185K +$3.74K +15 +2%
76 77
78
79 80