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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 %
Rafferty Asset Management
801
Rafferty Asset Management
New York
$5.41M -$1.29M -4,143 -19%
MC
802
Moors & Cabot
Massachusetts
$5.39M -$21.2K -68 -0.4%
OIA
803
Optimum Investment Advisors
Illinois
$5.39M -$338K -1,083 -6%
PS
804
Pensionfund Sabic
Netherlands
$5.36M +$156K +500 +3%
MMG
805
Monetary Management Group
Missouri
$5.34M -$341K -1,095 -6%
SC
806
Stolper & Co
Oklahoma
$5.32M -$136K -436 -2%
WAS
807
Wealth Advisory Solutions
Indiana
$5.29M -$117K -376 -2%
APSI
808
Asset Planning Services Inc
Louisiana
$5.29M – – –
DADC
809
D.A. Davidson & Co
Montana
$5.28M -$300K -961 -5%
ET
810
Equitable Trust
Tennessee
$5.27M +$4.58M +14,691 +664%
PP
811
Pegasus Partners
Wisconsin
$5.25M -$228K -730 -4%
KFP
812
KMG Fiduciary Partners
Ohio
$5.25M +$1.47M +4,723 +39%
FHB
813
First Hawaiian Bank
Hawaii
$5.24M -$199K -639 -4%
HB
814
Homrich & Berg
Georgia
$5.22M +$438K +1,406 +9%
GVAG
815
Great Valley Advisor Group
Delaware
$5.21M +$979K +3,141 +23%
SCM
816
SOL Capital Management
Maryland
$5.21M -$288K -923 -5%
MAFM
817
Mid Atlantic Financial Management
Pennsylvania
$5.17M +$22.4K +64 +0.4%
DWA
818
Douglass Winthrop Advisors
New York
$5.14M -$622K -1,996 -11%
QIM
819
Quest Investment Management
Oregon
$5.14M +$5.14M +16,492 New
WC
820
Winmill & Co
New York
$5.14M – – –
BAM
821
Blueshift Asset Management
New Jersey
$5.13M +$5.13M +16,461 New
AC
822
Alexandria Capital
Virginia
$5.13M -$11.2K -36 -0.2%
SMFG
823
Sumitomo Mitsui Financial Group
Japan
$5.11M +$370K +1,186 +8%
MWM
824
Meridian Wealth Management
Kentucky
$5.1M -$881K -2,827 -15%
ST
825
Spinnaker Trust
Maine
$5.09M +$42.1K +135 +0.8%
31 32
33
34 35