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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 %
AC
601
Addenda Capital
Quebec, Canada
$10.4M +$218K +699 +2%
AMI
602
Amica Mutual Insurance
Rhode Island
$10.4M – – –
HT
603
HighTower Trust
Texas
$10.3M +$286K +918 +3%
CSIC
604
Clifford Swan Investment Counsel
California
$10.3M -$845K -2,711 -8%
AFG
605
Albion Financial Group
Utah
$10.3M +$282K +906 +3%
WJWM
606
Williams Jones Wealth Management
New York
$10.3M +$1.6M +5,136 +18%
BRWA
607
B. Riley Wealth Advisors
Florida
$10.2M +$1.29M +4,185 +14%
LG
608
Leuthold Group
Minnesota
$10.2M -$202K -648 -2%
CA
609
Cullinan Associates
Kentucky
$10.2M -$3M -9,620 -23%
Kayne Anderson Rudnick Investment Management
610
Kayne Anderson Rudnick Investment Management
California
$10.2M -$350K -1,122 -3%
HTHT
611
Hemenway Trust Hemenway Trust
New Hampshire
$10.2M +$1.86M +5,969 +22%
WAM
612
Wallington Asset Management
Indiana
$10.1M +$37.4K +120 +0.4%
FNF
613
Fidelity National Financial
Florida
$10.1M – – –
Marshall Wace
614
Marshall Wace
United Kingdom
$10.1M +$4.51M +14,477 +81%
GP
615
Girard Partners
Pennsylvania
$10.1M -$578K -1,854 -5%
WTC
616
WhitTier Trust Company
Nevada
$10M +$73.3K +235 +0.7%
DCM
617
Decatur Capital Management
Georgia
$9.97M +$1.87M +6,008 +23%
VWM
618
Venturi Wealth Management
Texas
$9.96M +$346K +1,109 +4%
PTB
619
Pioneer Trust Bank
Oregon
$9.95M +$90.4K +290 +0.9%
IRF
620
IBM Retirement Fund
New York
$9.94M +$2.69M +8,631 +37%
AC
621
Allstate Corporation
Illinois
$9.93M -$219K -703 -2%
CIS
622
Capital International Sarl
California
$9.93M -$409K -1,313 -4%
CCMIC
623
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$9.85M -$282K -905 -3%
HIA
624
Harbor Investment Advisory
Maryland
$9.85M -$308K -989 -3%
KCM
625
Kornitzer Capital Management
Kansas
$9.83M +$2.81M +9,003 +40%
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25
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