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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 %
ARIS
2176
Advanced Research Investment Solutions
California
$13K – – –
NSB
2177
Norway Savings Bank
Maine
$12K – – –
WAMC
2178
Western Asset Management Company
California
$12K +$12K +40 New
CWA
2179
Carolina Wealth Advisors
South Carolina
$10K – – –
HWM
2180
HighMark Wealth Management
Minnesota
$10K +$6.18K +21 +162%
CIA
2181
Cascade Investment Advisors
Oregon
$8.85K +$8.85K +30 New
BCM
2182
Bourgeon Capital Management
Connecticut
$8K – – –
LFG
2183
LifePlan Financial Group
Ohio
$8K – – –
RCA
2184
Ranch Capital Advisors
Florida
$8K – – –
SMG
2185
Spectrum Management Group
Indiana
$7K – – –
FRA
2186
Front Row Advisors
California
$7K – – –
JG
2187
Jefferies Group
New York
$6.1K -$1.13K -3,815 -16%
AP
2188
Arlington Partners
Alabama
$6K -$5.37K -17 -47%
LFASL
2189
Lugano Financial Advisors SA (LFA)
Switzerland
$6K – – –
PK
2190
Pflug Koory
Nebraska
$6K – – –
SA
2191
SRH Advisors
Kansas
$5K – – –
HS
2192
Horan Securities
United States
$5K +$5K +16 New
KC
2193
Knuff & Co
California
$4K -$5.33K -20 -57%
JWA
2194
JFS Wealth Advisors
Pennsylvania
$4K – – –
TI
2195
tru Independence
Oregon
$3.68K -$40 -135 -1%
MFT
2196
Moisand Fitzgerald Tamayo
Florida
$3K -$7.5K -25 -71%
ST
2197
Sageworth Trust
Pennsylvania
$3K +$3K +9 New
CAM
2198
Costello Asset Management
Pennsylvania
$3K +$3K +10 New
RG
2199
Retirement Group
California
$2K +$2K +7 New
WC
2200
Westwind Capital
New Mexico
$2K +$2K +8 New
86 87
88
89 90