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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 %
ECM
726
Everence Capital Management
Indiana
$7.06M -$642K -2,060 -8%
ECM
727
Estabrook Capital Management
New York
$7.05M -$155K -498 -2%
LFAS
728
Level Four Advisory Services
Texas
$7.04M -$2.45M -7,874 -26%
WCM
729
Wedge Capital Management
North Carolina
$6.92M -$658K -2,110 -9%
LIM
730
Leavell Investment Management
Alabama
$6.9M +$2.18K +7 +0%
GFA
731
Gifford Fong Associates
California
$6.86M – – –
SGH
732
Sivik Global Healthcare
Connecticut
$6.86M +$6.86M +22,000 New
SGI
733
Summit Global Investments
Utah
$6.78M -$181K -579 -3%
M
734
MOTCO
Texas
$6.77M -$148K -475 -2%
GT
735
Glenview Trust
Kentucky
$6.76M -$1.8M -5,785 -21%
BFM
736
Boston Financial Management
Massachusetts
$6.75M -$222K -713 -3%
CBB
737
Citizens Business Bank
California
$6.75M -$246K -790 -4%
SBL
738
Sargent Bickham Lagudis
Colorado
$6.73M +$27.1K +87 +0.4%
HCMT
739
Highland Capital Management (Tennessee)
Tennessee
$6.66M +$71.1K +228 +1%
DJSG
740
D.J. St. Germain
Massachusetts
$6.65M -$68K -218 -1%
CFG
741
Cambridge Financial Group
Ohio
$6.62M -$552K -1,770 -8%
BRWM
742
B. Riley Wealth Management
Tennessee
$6.61M +$920K +2,951 +16%
WS
743
Wedbush Securities
California
$6.56M -$768K -2,465 -10%
PCM
744
Penserra Capital Management
California
$6.55M +$3.48M +11,154 +113%
SCM
745
Silvant Capital Management
Georgia
$6.55M -$1.67M -5,359 -20%
CAM
746
Cozad Asset Management
Illinois
$6.55M +$180K +576 +3%
PHP
747
Parkman Healthcare Partners
Connecticut
$6.55M -$2.34M -7,499 -26%
PFM
748
Parsec Financial Management
North Carolina
$6.5M -$642K -2,060 -9%
PAS
749
Park Avenue Securities
New York
$6.46M +$387K +1,240 +6%
FC
750
Fulcrum Capital
Washington
$6.45M -$373K -1,195 -5%
28 29
30
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