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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 %
C
2101
Cerebellum
California
$80K +$80K +363 New
FWM
2102
Focused Wealth Management
New York
$79K – – –
EWP
2103
Engrave Wealth Partners
Texas
$78K +$13.5K +46 +21%
NSIM
2104
North Star Investment Management
Illinois
$78K +$65K +220 +500%
CFG
2105
Capstone Financial Group
Oklahoma
$76K -$72.7K -245 -49%
WAS
2106
Winch Advisory Services
Wisconsin
$73K – – –
KIG
2107
Kessler Investment Group
Indiana
$72K +$2.07K +7 +3%
TCM
2108
TD Capital Management
Tennessee
$69K – – –
TJHA
2109
Thomas J. Herzfeld Advisors
Florida
$68K -$10.9K -36 -14%
BAM
2110
Bellevue Asset Management
Washington
$65K – – –
SC
2111
Solstein Capital
California
$65K – – –
MA
2112
Modus Advisors
Minnesota
$62K +$62K +210 New
FMTCOCP
2113
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K -$5.56K -19 -8%
VEA
2114
Virtus ETF Advisers
New York
$59K -$18.2K -62 -24%
WOC
2115
West Oak Capital
California
$59K – – –
MAWCM
2116
Mine & Arao Wealth Creation & Management
California
$59K – – –
RAM
2117
Riggs Asset Management
Pennsylvania
$58K – – –
AW
2118
Avion Wealth
Texas
$57K – – –
SIS
2119
Sound Income Strategies
Florida
$55K +$2.65K +9 +5%
GWMIA
2120
Global Wealth Management Investment Advisory
Florida
$54K -$5.87K -20 -10%
CHA
2121
Carmichael Hill & Associates
Maryland
$54K – – –
BHWM
2122
Bay Harbor Wealth Management
Maryland
$54K +$8.8K +30 +19%
DI
2123
Disciplined Investments
Oklahoma
$52K – – –
FWM
2124
FSA Wealth Management
Massachusetts
$49K -$5.94K -20 -11%
MWP
2125
Meridian Wealth Partners
Pennsylvania
$47K +$2.63K +9 +6%
83 84
85
86 87