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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 %
EIP
1976
Ellis Investment Partners
Pennsylvania
$134K +$8.26K +35 +7%
KPCM
1977
Kings Point Capital Management
New York
$132K -$25.2K -101 -16%
PCMK
1978
Paragon Capital Management (Kansas)
Kansas
$131K +$131K +526 New
PAA
1979
Peregrine Asset Advisers
Oregon
$127K +$127K +508 New
GAM
1980
Gemmer Asset Management
California
$126K +$29.3K +117 +30%
CPA
1981
Cowen Prime Advisors
New York
$125K – – –
CFG
1982
Capstone Financial Group
Oklahoma
$125K +$250 +1 +0.2%
VCM
1983
Versant Capital Management
Arizona
$124K -$2.97K -12 -2%
AP
1984
Atwood & Palmer
Missouri
$124K +$22K +88 +22%
EW
1985
Evoke Wealth
California
$121K -$18.8M -75,232 -99%
MHR
1986
Matthew Hamilton Rosenberg
$121K +$121K +483 New
MF
1987
Manchester Financial
California
$115K -$27.2K -109 -19%
BWM
1988
Baystate Wealth Management
Massachusetts
$114K +$6.99K +28 +7%
ACM
1989
AUA Capital Management
Pennsylvania
$111K – – –
IUHSA
1990
Itau Unibanco Holding S.A.
Brazil
$111K +$28.3K +114 +34%
CFFP
1991
Center for Financial Planning
Michigan
$104K +$2.49K +10 +2%
CFG
1992
CKW Financial Group
Hawaii
$101K +$17.8K +75 +21%
MCA
1993
Mercer Capital Advisers
New Jersey
$100K – – –
OSNBOA
1994
Old Second National Bank of Aurora
Illinois
$100K +$57.4K +229 +135%
CCA
1995
Column Capital Advisors
Indiana
$99K -$4.74K -19 -5%
APC
1996
Aspire Private Capital
North Carolina
$98K -$32.4K -130 -25%
HI
1997
Human Investing
Oregon
$96K -$140K -564 -59%
NIM
1998
NuWave Investment Management
New Jersey
$95K +$94.5K +377 +18,850%
CDIA
1999
Capital Directions Investment Advisors
Georgia
$92K – – –
SL
2000
Savior LLC
Massachusetts
$92K +$3.25K +13 +4%
78 79
80
81 82