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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 %
PA
2251
PSI Advisors
Florida
– – -700 Closed
MS
2252
Mizuho Securities
Japan
– – -700 Closed
IDBONY
2253
Israel Discount Bank of New York
New York
– – -698 Closed
NIM
2254
Northeast Investment Management
Massachusetts
– – -694 Closed
CWA
2255
Clarus Wealth Advisors
Arizona
– – -693 Closed
SW
2256
SteelPeak Wealth
California
– – -692 Closed
FLAM
2257
First Light Asset Management
Minnesota
– – -692 Closed
SSW
2258
Smith Shellnut Wilson
Mississippi
– – -691 Closed
GAM
2259
Grandview Asset Management
Pennsylvania
– – -689 Closed
HWM
2260
Howard Wealth Management
Connecticut
– – -676 Closed
VVP
2261
Vulcan Value Partners
Alabama
– – -651 Closed
PWP
2262
Personal Wealth Partners
Minnesota
– – -605 Closed
AP
2263
Americana Partners
Texas
– – -314 Closed
AWM
2264
Atticus Wealth Management
Florida
– – -300 Closed
LFA
2265
Lighthouse Financial Advisors
Maryland
– – -276 Closed
HCA
2266
Horan Capital Advisors
Ohio
– – -275 Closed
IWA
2267
Intercontinental Wealth Advisors
Texas
– – -184 Closed
GDP
2268
Great Diamond Partners
Maine
– – -183 Closed
BAM
2269
Baldrige Asset Management
Pennsylvania
– – -181 Closed
ONST
2270
Old North State Trust
North Carolina
– – -125 Closed
BGC
2271
Beutel, Goodman & Co
Ontario, Canada
– – -125 Closed
TCWM
2272
Total Clarity Wealth Management
Illinois
– – -115 Closed
TFA
2273
Tobias Financial Advisors
Florida
– – -100 Closed
CWA
2274
Capital Wealth Alliance
Arizona
– – -63 Closed
SAM
2275
S.A. Mason
Michigan
– – -60 Closed
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