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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 %
OFG
2251
Oxford Financial Group
Indiana
– -$548K -2,197 Closed
PD
2252
Planning Directions
Pennsylvania
– -$540K -2,164 Closed
ATFA
2253
All Terrain Financial Advisors
Minnesota
– -$536K -2,149 Closed
OPPTF
2254
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$441K -1,831 Closed
PP
2255
PagnatoKarp Partners
Virginia
– -$366K -1,468 Closed
OR
2256
Olympiad Research
Connecticut
– -$329K -1,321 Closed
APW
2257
Aurora Private Wealth
New Jersey
– -$323K -1,294 Closed
SSWM
2258
Smith Salley Wealth Management
North Carolina
– -$304K -1,219 Closed
BCM
2259
Brookmont Capital Management
Texas
– -$299K -1,200 Closed
FIA
2260
FNY Investment Advisers
New York
– -$280K -1,125 Closed
CPA
2261
Clear Perspective Advisors
Illinois
– -$276K -1,106 Closed
OFW
2262
Omnia Family Wealth
Florida
– -$270K -1,082 Closed
ACP
2263
Arcus Capital Partners
Georgia
– -$267K -1,072 Closed
IPW
2264
Inlet Private Wealth
Florida
– -$259K -1,037 Closed
RWA
2265
RGT Wealth Advisors
Texas
– -$256K -1,028 Closed
QSS
2266
Quantitative Systematic Strategies
Florida
– -$251K -1,009 Closed
LC
2267
Lavaca Capital
Texas
– -$251K -1,008 Closed
3F
2268
360 Financial
Minnesota
– -$243K -976 Closed
HS
2269
Haafor (Singapore)
Singapore
– -$235K -941 Closed
DWM
2270
Doyle Wealth Management
Florida
– -$226K -905 Closed
TFCP
2271
Twin Focus Capital Partners
Massachusetts
– -$223K -893 Closed
QT
2272
Quantbot Technologies
New York
– -$198K -794 Closed
SWP
2273
Strategic Wealth Partners
Ohio
– -$205K -699 Closed
PRC
2274
Pearl River Capital
Michigan
– -$159K -636 Closed
PCMK
2275
Paragon Capital Management (Kansas)
Kansas
– -$131K -526 Closed
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