UNH icon

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 %
EH
901
Employers Holdings
Nevada
$4.18M -$521K -1,670 -11%
FMT
902
First Mercantile Trust
Tennessee
$4.17M -$2.22M -6,354 -35%
MCM
903
Manchester Capital Management
Vermont
$4.17M -$846K -2,715 -17%
SAM
904
Smithbridge Asset Management
Pennsylvania
$4.16M -$67.3K -216 -2%
DCM
905
Delta Capital Management
New Jersey
$4.15M -$103K -330 -2%
STB
906
S&T Bank
Pennsylvania
$4.14M -$370K -1,188 -8%
AIM
907
Acropolis Investment Management
Missouri
$4.14M +$14.3K +46 +0.3%
BB
908
Busey Bank
Illinois
$4.12M -$11.8K -38 -0.3%
CIC
909
Carnegie Investment Counsel
Ohio
$4.11M -$218K -698 -5%
JFA
910
Johanson Financial Advisors
California
$4.11M +$62.7K +197 +2%
JWM
911
Jackson Wealth Management
Florida
$4.1M +$485K +1,556 +13%
FFA
912
Fragasso Financial Advisors
Pennsylvania
$4.09M +$83.2K +267 +2%
YWP
913
YorkBridge Wealth Partners
New York
$4.07M +$1.91M +6,132 +88%
CIC
914
Chase Investment Counsel
Virginia
$4.07M +$788K +2,527 +24%
BIMC
915
Benson Investment Management Company
Virginia
$4.07M -$14K -45 -0.3%
MIC
916
MU Investments Company
Japan
$4.07M +$60.8K +200 +2%
JWCA
917
J.W. Coons Advisors
Ohio
$4.06M +$292K +935 +8%
UOC
918
UBS O'Connor
Illinois
$4.05M -$10.8M -34,500 -73%
SH
919
Svenska Handelsbanken
Sweden
$4.05M +$655K +2,100 +19%
AI
920
Accredited Investors
Minnesota
$4.01M -$624 -2 -0%
MWM
921
Madison Wealth Management
Ohio
$4.01M -$60.8K -195 -1%
HIM
922
Hotaling Investment Management
Pennsylvania
$4M +$66.7K +214 +2%
Wealth Enhancement Advisory Services
923
Wealth Enhancement Advisory Services
Minnesota
$4M +$401K +1,216 +11%
SIC
924
Sigma Investment Counselors
Michigan
$4M -$3.42M -10,978 -46%
IAN
925
Integrated Advisors Network
Texas
$3.98M -$65.8K -211 -2%
35 36
37
38 39