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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
$23.8B
2
BlackRock
BlackRock
New York
$21.6B
3
Fisher Asset Management
Fisher Asset Management
Washington
$692M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$817M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$10B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$11.8B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.61B
3
Dodge & Cox
Dodge & Cox
California
$1.97B
4
Capital International Investors
Capital International Investors
California
$5.49B
5
LPC
Lone Pine Capital
Connecticut
$892M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
2151
Hudock Inc
Pennsylvania
$24K +$4.68K +16 +24%
HF
2152
Halpern Financial
Virginia
$23.3K +$11.8K +40 +103%
OAJ
2153
Ogorek Anthony Joseph
New York
$23K – – –
EIM
2154
Essex Investment Management
Massachusetts
$23K +$23K +77 New
WB
2155
West Bancorporation
Iowa
$21K +$21K +71 New
FPB
2156
First PREMIER Bank
South Dakota
$19K – – –
WLPWM
2157
Walled Lake Planning & Wealth Management
Illinois
$19K – – –
APWA
2158
Atlas Private Wealth Advisors
New Jersey
$19K +$19K +65 New
TC
2159
Truvestments Capital
Florida
$19K +$19K +66 New
NG
2160
NWK Group
California
$19K +$19K +66 New
RFWA
2161
RPg Family Wealth Advisory
Massachusetts
$18.9K – – –
CMA
2162
Cedar Mountain Advisors
Oregon
$18K +$9.15K +31 +103%
KFS
2163
Kelly Financial Services
Massachusetts
$16.6K +$3.86K +13 +30%
RA
2164
Rational Advisors
New York
$16K -$151K -500 -90%
NIM
2165
NuWave Investment Management
New Jersey
$16K -$98.4K -326 -86%
FEG
2166
Financial Enhancement Group
Indiana
$15K -$17.4K -58 -54%
FFW
2167
Fusion Family Wealth
New York
$15K -$4.33K -15 -22%
AA
2168
AlphaMark Advisors
Kentucky
$15K -$4.5K -15 -23%
RIM
2169
Ranger Investment Management
Texas
$14K -$4.47K -15 -24%
RBC
2170
Roble Belko & Company
Pennsylvania
$14K – – –
IWP
2171
IAG Wealth Partners
Wisconsin
$14K – – –
FCH
2172
Freestone Capital Holdings
Washington
$13.7K +$3.13K +10,614 +30%
CP
2173
Corbenic Partners
Pennsylvania
$13K -$7.22K -25 -36%
BGIM
2174
Brandywine Global Investment Management
Pennsylvania
$13K +$13K +44 New
AA
2175
AlphaCentric Advisors
Puerto Rico
$13K +$13K +45 New
85 86
87
88 89