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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 %
PIM
751
Penobscot Investment Management
Massachusetts
$6.4M +$27.8K +89 +0.4%
PAM
752
Premier Asset Management
Illinois
$6.4M +$593K +1,901 +10%
AI
753
Atom Investors
Texas
$6.36M +$3.15M +10,105 +98%
SAM
754
Stewart Asset Management
New York
$6.36M -$162K -520 -2%
MFAM
755
Motley Fool Asset Management
Virginia
$6.34M +$845K +2,699 +15%
GWM
756
Greenwich Wealth Management
Connecticut
$6.31M +$4.99K +16 +0.1%
IAA
757
Independent Advisor Alliance
North Carolina
$6.27M +$759K +2,433 +14%
CAM
758
Cubic Asset Management
Massachusetts
$6.26M -$167K -535 -3%
GCM
759
Gabalex Capital Management
New York
$6.24M +$6.24M +20,000 New
GIP
760
Granite Investment Partners
California
$6.23M – – –
WAM
761
World Asset Management
Michigan
$6.23M +$80.1K +257 +1%
KFS
762
Kurt F. Somerville
$6.22M +$1.13M +3,628 +22%
Arrowstreet Capital
763
Arrowstreet Capital
Massachusetts
$6.18M +$3.4M +10,910 +123%
CWM
764
Chronos Wealth Management
Florida
$6.14M -$43.6K -140 -0.7%
GP
765
Greenline Partners
New York
$6.14M -$24.8M -8,722 -80%
BWA
766
Burt Wealth Advisors
Maryland
$6.13M – – –
CIM
767
Contravisory Investment Management
Massachusetts
$6.13M +$6.13M +19,655 New
WAM
768
Wealthspire Advisors (Maryland)
Maryland
$6.1M +$205K +658 +3%
AAMA
769
Advanced Asset Management Advisors
Ohio
$6.05M – – –
BCM
770
BTC Capital Management
Iowa
$6M +$455K +1,459 +8%
SCA
771
Spearhead Capital Advisors
Florida
$6M +$147K +473 +3%
CC
772
Cedar Capital
Illinois
$5.99M +$1.88M +6,046 +46%
CCM
773
Copeland Capital Management
Pennsylvania
$5.98M -$31.5K -101 -0.5%
OCM
774
Oakwood Capital Management
California
$5.97M -$16.5K -53 -0.3%
PBT
775
Pictet Bank & Trust
Bahamas
$5.97M +$118K +380 +2%
29 30
31
32 33