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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 %
CCT
851
Chemung Canal Trust
New York
$4.8M +$1.81M +5,791 +60%
ACM
852
Ayrshire Capital Management
Connecticut
$4.8M -$1.87K -6 -0%
MS
853
Marshall & Sullivan
Washington
$4.79M +$27.4K +88 +0.6%
CIA
854
Capital Investment Advisors
Georgia
$4.79M -$31.8K -102 -0.7%
RCP
855
Rothschild Capital Partners
New York
$4.78M – – –
CCFCSB
856
Cape Cod Five Cents Savings Bank
Massachusetts
$4.77M -$97.9K -314 -2%
HCA
857
Hyperion Capital Advisors
New York
$4.74M +$426K +1,365 +10%
GT
858
Greenleaf Trust
Michigan
$4.73M +$172K +552 +4%
BFPW
859
BOK Financial Private Wealth
Colorado
$4.7M -$330K -1,058 -7%
KA
860
Kerrisdale Advisers
Florida
$4.68M – – –
PCIA
861
Prime Capital Investment Advisors
Kansas
$4.68M +$2.41M +7,731 +106%
ANTB
862
AMG National Trust Bank
Colorado
$4.64M +$112K +360 +2%
CT
863
Coastline Trust
Rhode Island
$4.63M -$242K -775 -5%
SSI
864
Scott & Selber Inc
Texas
$4.63M +$18.7K +60 +0.4%
HCA
865
Harbour Capital Advisors
Virginia
$4.62M +$95.1K +305 +2%
SW
866
SlateStone Wealth
Florida
$4.62M +$362K +1,161 +9%
HSA
867
HBK Sorce Advisory
Pennsylvania
$4.58M -$58K -186 -1%
FIB
868
First Interstate Bank
Montana
$4.58M -$2.06M -6,604 -31%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$4.57M +$7.79K +25 +0.2%
AC
870
Arjuna Capital
North Carolina
$4.56M +$87K +279 +2%
PAG
871
Private Advisory Group
Washington
$4.55M -$50.8K -163 -1%
MSAM
872
Moloney Securities Asset Management
Missouri
$4.55M +$224K +718 +5%
BSW
873
Buckingham Strategic Wealth
Missouri
$4.52M +$309K +990 +7%
SFS
874
Sowell Financial Services
Arkansas
$4.51M +$28.4K +91 +0.6%
GCA
875
Guardian Capital Advisors
Ontario, Canada
$4.5M -$219K -680 -5%
33 34
35
36 37