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UnitedHealth
UNH

Overview Fund Activity

2,231 hedge funds and large institutions have $259B invested in UnitedHealth in 2020 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 970 increasing their positions, 852 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+30
Holders Change %
+1.36%
% of All Funds
45.13%
Holding in Top 10
200
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-15.61%
% of All Funds
4.05%
New
134
Increased
970
Reduced
852
Closed
79
Calls
$1.96B
Puts
$2.41B
Net Calls
-$451M
Net Calls Change
-$131M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.07B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
3
LPC
Lone Pine Capital
Connecticut
+$288M
4
Ameriprise
Ameriprise
Minnesota
+$221M
5
Barclays
Barclays
United Kingdom
+$215M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$927M
2
Capital World Investors
Capital World Investors
California
-$726M
3
JSP
Jackson Square Partners
California
-$416M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$403M
5
State Street
State Street
Massachusetts
-$319M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
526
Middleton & Co
Massachusetts
$13.8M +$254K +814 +2%
DY
527
Dowling & Yahnke
California
$13.8M -$361K -1,159 -3%
MYAM
528
Meiji Yasuda Asset Management
Japan
$13.7M -$2.34M -7,490 -15%
BAM
529
Bell Asset Management
Australia
$13.7M +$905K +2,903 +7%
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$13.6M -$131K -419 -0.9%
TCM
531
Twin Capital Management
Pennsylvania
$13.6M -$209K -670 -2%
PI
532
PFS Investments
Georgia
$13.6M +$1.93M +6,192 +17%
TIP
533
Torray Investment Partners
Maryland
$13.5M -$422K -1,355 -3%
EWA
534
Exencial Wealth Advisors
Oklahoma
$13.5M +$6.41M +20,551 +90%
EDRH
535
Edmond de Rothschild Holding
Switzerland
$13.5M -$2.2M -7,069 -14%
SCM
536
Shelton Capital Management
Colorado
$13.5M +$6.81M +21,840 +102%
FCH
537
Freestone Capital Holdings
Washington
$13.4M -$1.12M -3,605 -8%
PP
538
Patten & Patten
Tennessee
$13.3M -$207K -664 -2%
CGH
539
Crossmark Global Holdings
Texas
$13.3M +$34.9K +112 +0.3%
FNBT
540
FineMark National Bank & Trust
Florida
$13.3M +$9.04K +29 +0.1%
SCA
541
Stillwater Capital Advisors
Pennsylvania
$13.3M +$33.7K +108 +0.3%
PMAM
542
Picton Mahoney Asset Management
Ontario, Canada
$13.3M -$1.6M -5,120 -11%
HWA
543
Heritage Wealth Advisors
Virginia
$13.2M +$177K +569 +1%
SCA
544
Snowden Capital Advisors
New York
$13M +$129K +413 +1%
TAM
545
Tocqueville Asset Management
New York
$12.9M -$26.2K -84 -0.2%
FFN
546
Focus Financial Network
Minnesota
$12.8M +$494K +1,585 +4%
NCM
547
Narwhal Capital Management
Georgia
$12.8M +$156K +499 +1%
OSIA
548
O'Shares Investment Advisers
Massachusetts
$12.6M -$161K -518 -1%
VPI
549
Value Partners Investments
Manitoba, Canada
$12.5M +$3.26M +10,442 +35%
SPC
550
Stewart & Patten Company
California
$12.3M -$46.1K -148 -0.4%
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