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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 %
BFC
1951
Bedel Financial Consulting
Indiana
$259K – – –
WAG
1952
Winthrop Advisory Group
Massachusetts
$258K +$298 +1 +0.1%
DCM
1953
Driehaus Capital Management
Illinois
$258K +$10.9K +37 +4%
CPA
1954
Cowen Prime Advisors
New York
$257K – – –
DCM
1955
Davis Capital Management
Florida
$257K +$85.2K +289 +50%
KC
1956
Kingfisher Capital
North Carolina
$255K -$1.18K -4 -0.5%
MFW
1957
Mosaic Family Wealth
Missouri
$255K – – –
WAP
1958
Wealthcare Advisory Partners
Pennsylvania
$255K +$54.9K +186 +27%
C
1959
Certuity
Florida
$254K -$30.9K -105 -11%
PO
1960
Private Ocean
California
$254K – – –
PBC
1961
Pavion Blue Capital
California
$254K – – –
PTC
1962
Philadelphia Trust Company
Pennsylvania
$254K +$254K +860 New
AWM
1963
Aberdeen Wealth Management
Illinois
$254K +$254K +861 New
SDWMA
1964
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K – – –
HFA
1965
Hoover Financial Advisors
Pennsylvania
$253K +$14.7K +50 +6%
HFP
1966
Holistic Financial Partners
Indiana
$252K +$252K +855 New
WAAG
1967
Wealth Alliance Advisory Group
Kansas
$251K +$2.36K +8 +1%
SIM
1968
Sonora Investment Management
Arizona
$248K -$15.9K -54 -6%
CIC
1969
Cornercap Investment Counsel
Georgia
$247K -$25.3K -86 -9%
AA
1970
ALPS Advisors
Colorado
$245K -$26.5K -90 -10%
WLIM
1971
White Lighthouse Investment Management
Massachusetts
$245K – – –
PCM
1972
Poehling Capital Management
Wisconsin
$243K -$13.3K -45 -5%
VWA
1973
Visionary Wealth Advisors
Illinois
$243K +$243K +824 New
QC
1974
QCM Cayman
Texas
$243K +$243K +824 New
EW
1975
Element Wealth
Mississippi
$242K -$14.1K -48 -6%
77 78
79
80 81