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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 %
DT
576
Diversified Trust
Tennessee
$11.4M +$597K +1,914 +6%
Bank Julius Baer & Co
577
Bank Julius Baer & Co
Switzerland
$11.4M +$3.46M +11,084 +44%
BWFA
578
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$283K +909 +3%
PAM
579
Palisade Asset Management
Minnesota
$11.2M -$56.7K -182 -0.5%
WTB
580
Washington Trust Bank
Washington
$11.2M -$289K -926 -3%
SCP
581
Steamboat Capital Partners
New York
$11.2M +$1.37M +4,391 +14%
BFA
582
Bragg Financial Advisors
North Carolina
$11.2M -$340K -1,090 -3%
PGFC
583
Peapack-Gladstone Financial Corp
New Jersey
$11.1M +$1.3M +4,175 +13%
SGAM
584
Smith Group Asset Management
Texas
$11.1M -$6.01M -19,270 -35%
BIAS
585
Beacon Investment Advisory Services
New Jersey
$11.1M -$61.4K -197 -0.6%
WorldQuant Millennium Advisors
586
WorldQuant Millennium Advisors
New York
$11M +$133K +426 +1%
NRS
587
Neville Rodie & Shaw
New York
$11M +$24K +77 +0.2%
CS
588
Comerica Securities
Michigan
$11M -$487K -1,561 -4%
VCM
589
Violich Capital Management
California
$10.9M +$40.5K +130 +0.4%
YIA
590
YHB Investment Advisors
Connecticut
$10.9M +$3.45M +11,079 +46%
IM
591
Islet Management
New York
$10.9M +$10.9M +35,000 New
AAS
592
Avantax Advisory Services
Texas
$10.8M +$6.46M +20,708 +147%
AWM
593
Arbor Wealth Management
Florida
$10.8M -$224K -720 -2%
JG
594
Jefferies Group
New York
$10.8M +$4.36M +13,980 +68%
MSFP
595
Mark Sheptoff Financial Planning
Connecticut
$10.8M -$83.2K -267 -0.8%
SJIC
596
St. James Investment Company
Texas
$10.6M -$498K -1,597 -4%
BBVA
597
Banco Bilbao Vizcaya Argentaria
Spain
$10.6M -$229K -736 -2%
NA
598
NewEdge Advisors
Louisiana
$10.5M +$621K +1,991 +6%
KWILP
599
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.5M -$5.02M -16,100 -32%
CU
600
CQS (US)
New York
$10.5M +$1.98M +6,342 +23%
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