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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 %
AF
826
Arrow Financial
New York
$5.09M -$75.8K -243 -1%
MCM
827
Mattern Capital Management
Colorado
$5.08M +$108K +346 +2%
TNB
828
TCF National Bank
South Dakota
$5.07M -$828K -2,657 -14%
UTC
829
Unified Trust Company
Kentucky
$5.06M -$171K -547 -3%
GIA
830
GHP Investment Advisors
Colorado
$5.05M +$236K +757 +5%
TFA
831
Toth Financial Advisory
Virginia
$5.04M +$379K +1,215 +8%
FB
832
Fulton Bank
Pennsylvania
$5.01M +$32.7K +105 +0.7%
AWM
833
Avitas Wealth Management
California
$4.97M -$23.7K -76 -0.5%
BFEC
834
Benjamin F. Edwards & Company
Missouri
$4.97M +$274K +879 +6%
DLG
835
Daniel L. Goodwin
$4.96M – – –
QC
836
Quadrature Capital
United Kingdom
$4.96M +$1.06M +3,400 +27%
ECML
837
Eagle Capital Management (Louisiana)
Louisiana
$4.95M +$11.2K +36 +0.2%
WIS
838
Wright Investors Service
Connecticut
$4.92M -$474K -1,519 -9%
RC
839
Roundview Capital
New Jersey
$4.91M -$27.4K -88 -0.6%
ASA
840
Armstrong Shaw Associates
Connecticut
$4.91M – – –
P
841
Pitcairn
Pennsylvania
$4.9M -$21.2K -68 -0.4%
SC
842
Scholtz & Company
Connecticut
$4.87M -$806K -2,584 -14%
ROC
843
Running Oak Capital
Minnesota
$4.86M +$192K +615 +4%
JIC
844
Johnson Investment Counsel
Ohio
$4.86M -$2.49K -8 -0.1%
BBHC
845
Brown Brothers Harriman & Co
New York
$4.86M -$150K -480 -3%
CA
846
Cetera Advisors
Colorado
$4.84M +$108K +345 +2%
ECM
847
Evergreen Capital Management
Washington
$4.83M +$102K +326 +2%
LBD
848
Landsberg Bennett & Dubbaneh
Florida
$4.82M +$115K +377 +2%
S
849
SimplyRich
California
$4.81M -$9.67K -31 -0.2%
MCWS
850
McKinley Carter Wealth Services
West Virginia
$4.81M +$115K +369 +2%
32 33
34
35 36