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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 %
HIM
1951
Hillsdale Investment Management
Ontario, Canada
$179K +$72.1K +290 +67%
SAS
1952
Stelac Advisory Services
New York
$178K +$66.9K +268 +60%
HWA
1953
HHM Wealth Advisors
Tennessee
$178K +$178K +715 New
TFO
1954
Tarbox Family Office
California
$175K -$1.25K -5 -0.7%
LWS
1955
Lucia Wealth Services
California
$171K +$93.6K +376 +121%
WAP
1956
Wealthcare Advisory Partners
Pennsylvania
$169K -$61.1K -245 -27%
RE
1957
RBC Europe
United Kingdom
$168K -$256K -1,025 -60%
APW
1958
Acima Private Wealth
Virginia
$167K – – –
FBT
1959
First Bank & Trust
South Dakota
$162K +$11.7K +47 +8%
FWC
1960
First Washington Corp
Washington
$160K – – –
FCB
1961
First Command Bank
Texas
$160K – – –
FCFS
1962
First Command Financial Services
Texas
$160K – – –
PRC
1963
Pearl River Capital
Michigan
$159K -$86.3K -345 -35%
FPFS
1964
First Personal Financial Services
North Carolina
$156K -$11.7K -47 -7%
TAIM
1965
TD Ameritrade Investment Management
Nebraska
$156K +$3.98K +16 +3%
FNBOSM
1966
First National Bank of South Miami
Florida
$154K -$11.2K -45 -7%
FCMT
1967
Founders Capital Management (Texas)
Texas
$151K -$54.9K -220 -27%
WFMPM
1968
Woodley Farra Manion Portfolio Management
Indiana
$150K +$5K +20 +3%
SIAP
1969
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$146K +$62.2K +250 +74%
DCM
1970
Davis Capital Management
Florida
$145K +$145K +583 New
DWA
1971
Dougherty Wealth Advisers
Minnesota
$142K – – –
IRC
1972
Investors Research Corp
Georgia
$141K +$996 +4 +0.7%
RA
1973
Rational Advisors
New York
$138K -$852K -3,416 -86%
LWANC
1974
Laurel Wealth Advisors (North Carolina)
North Carolina
$137K +$16.7K +67 +14%
SLF
1975
Sun Life Financial
Ontario, Canada
$134K -$3.5K -14 -3%
77 78
79
80 81