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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 %
POIA
2051
Pin Oak Investment Advisors
Texas
$27K – – –
CFD
2052
Creative Financial Designs
Indiana
$26K – – –
CTB
2053
Country Trust Bank
Illinois
$26K +$22K +89 +556%
VCS
2054
Vaughan & Co Securities
New Jersey
$24.9K – – –
BC
2055
Barnett & Company
Tennessee
$24K -$5.31K -21 -18%
EWM
2056
Edge Wealth Management
New York
$23K +$11.4K +44 +98%
FA
2057
Financial Advantage
Maryland
$22K – – –
HWM
2058
Holloway Wealth Management
Florida
$22K -$26K – –
LWA
2059
Lowe Wealth Advisors
Maryland
$20K – – –
TA
2060
Thor Advisors
New York
$20K +$20K +82 New
OAJ
2061
Ogorek Anthony Joseph
New York
$19K – – –
CP
2062
Corbenic Partners
Pennsylvania
$17K -$58.8K -242 -78%
CAL
2063
Capital Advisors Ltd
Ohio
$17K – – –
FFW
2064
Fusion Family Wealth
New York
$17K +$7.61K +30 +81%
CIAS
2065
CBIZ Investment Advisory Services
Ohio
$16K – – –
FPB
2066
First PREMIER Bank
South Dakota
$16K – – –
WLPWM
2067
Walled Lake Planning & Wealth Management
Illinois
$16K – – –
AA
2068
AlphaMark Advisors
Kentucky
$16K +$3.69K +15 +30%
HI
2069
Hudock Inc
Pennsylvania
$16K +$6.06K +25 +61%
RFWA
2070
RPg Family Wealth Advisory
Massachusetts
$16K – – –
RIM
2071
Ranger Investment Management
Texas
$15K -$31.2K -129 -68%
AIS
2072
Accurate Investment Solutions
Pennsylvania
$15K +$15K +60 New
ETC
2073
Exchange Traded Concepts
Oklahoma
$14K -$1.78K -7 -11%
FGAM
2074
Financial Gravity Asset Management
Texas
$12K -$13.9K -266 -54%
IWP
2075
IAG Wealth Partners
Wisconsin
$12K +$9.65K +37 +411%
81 82
83
84 85