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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.

Holders
2,113
Holders Change
-43
Holders Change %
-1.99%
% of All Funds
46.69%
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
1
T. Rowe Price Associates
Maryland
$8.39B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.7B
3
BlackRock
3
BlackRock
New York
$17.4B
4
Victory Capital Management
4
Victory Capital Management
Texas
$482M
5
RCG
5
Ruane, Cunniff & Goldfarb
New York
$353M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$5.68B
2
Capital International Investors
2
Capital International Investors
California
$5.07B
3
JFA
3
Johanson Financial Advisors
California
$3.06M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.09B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.74B
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
2226
Shikiar Asset Management
New York
– – -800 Closed
LDB
2227
Lee, Danner & Bass
Tennessee
– – -800 Closed
NCM
2228
Noesis Capital Mangement
Florida
– – -799 Closed
BST
2229
Bath Savings Trust
Maine
– – -799 Closed
NHC
2230
Nicholas Hoffman & Company
Georgia
– – -796 Closed
HFP
2231
Holistic Financial Partners
Indiana
– – -791 Closed
MA
2232
MONECO Advisors
Connecticut
– – -782 Closed
AWM
2233
Apollon Wealth Management
South Carolina
– – -782 Closed
TC
2234
TownSquare Capital
Utah
– – -775 Closed
BSAM
2235
Blue Square Asset Management
New York
– – -767 Closed
FAM
2236
Flaharty Asset Management
Florida
– – -767 Closed
JHCP
2237
Jackson Hole Capital Partners
Oklahoma
– – -763 Closed
MWM
2238
McNaughton Wealth Management
California
– – -763 Closed
LIA
2239
LBMC Investment Advisors
Tennessee
– – -762 Closed
LA
2240
Legacy Advisors
Pennsylvania
– – -760 Closed
NG
2241
Northstar Group
New York
– – -759 Closed
JCM
2242
Jag Capital Management
Missouri
– – -759 Closed
OWM
2243
Orgel Wealth Management
Wisconsin
– – -752 Closed
MC
2244
Matisse Capital
Oregon
– – -750 Closed
CAM
2245
Claret Asset Management
Quebec, Canada
– – -745 Closed
SWM
2246
Stockman Wealth Management
Montana
– – -742 Closed
CA
2247
Continuum Advisory
Idaho
– – -733 Closed
LI
2248
LVZ Inc
Michigan
– – -722 Closed
APW
2249
Austin Private Wealth
Texas
– – -719 Closed
OCM
2250
Orser Capital Management
Texas
– – -700 Closed
88 89
90
91 92