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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 %
CCM
926
Carderock Capital Management
Maryland
$3.94M +$56.1K +180 +1%
WCA
927
Westover Capital Advisors
Delaware
$3.93M -$47.7K -153 -1%
MPM
928
Meritage Portfolio Management
Kansas
$3.93M +$35.2K +113 +0.9%
PI
929
Parkside Investments
Illinois
$3.93M -$254K -816 -6%
FNBOMD
930
First National Bank of Mount Dora
Florida
$3.91M +$223K +714 +6%
HWM
931
Hohimer Wealth Management
Washington
$3.91M +$68.7K +212 +2%
LAM
932
Lountzis Asset Management
Pennsylvania
$3.91M -$15.6K -50 -0.4%
SFA
933
Souders Financial Advisors
Ohio
$3.9M -$481K -1,359 -11%
WEC
934
Winslow Evans & Crocker
Massachusetts
$3.9M -$243K -781 -6%
CCM
935
Coldstream Capital Management
Washington
$3.87M -$18.4K -59 -0.5%
TH
936
TCTC Holdings
Texas
$3.87M +$982K +3,150 +34%
JRP
937
Jasper Ridge Partners
California
$3.86M – – –
AWM
938
Avior Wealth Management
Nebraska
$3.86M +$55.2K +177 +1%
KIA
939
KCM Investment Advisors
California
$3.85M +$50.2K +161 +1%
TCOV
940
Trust Company of Vermont
Vermont
$3.84M +$178K +572 +5%
HEIP
941
Hudson Edge Investment Partners
New Jersey
$3.84M -$2.33M -7,461 -38%
SWP
942
Stratos Wealth Partners
Ohio
$3.84M +$47.1K +151 +1%
AIM
943
Anchor Investment Management
South Carolina
$3.84M +$269K +864 +8%
NONA
944
Ninety One North America
New York
$3.83M -$61.1K -196 -2%
SAM
945
Silvercrest Asset Management
New York
$3.83M +$266K +852 +7%
CSS
946
Cubist Systematic Strategies
Connecticut
$3.82M +$3.28M +10,512 +608%
PH
947
Pinnacle Holdings
Oklahoma
$3.81M -$2.57M -8,229 -40%
MCM
948
Makena Capital Management
California
$3.81M – – –
IWA
949
IBEX Wealth Advisors
New Jersey
$3.8M -$2.02M -6,474 -35%
MA
950
Montag & Associates
Georgia
$3.78M -$50.8K -163 -1%
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