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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 %
AWM
951
Altium Wealth Management
New York
$3.78M +$125K +401 +3%
IUHSA
952
Itau Unibanco Holding S.A.
Brazil
$3.74M -$7.48M -24,000 -67%
CAL
953
Capital Analysts LLC
Pennsylvania
$3.74M -$142K -457 -4%
FA
954
Fagan Associates
New York
$3.73M +$68.6K +220 +2%
SCM
955
Schnieders Capital Management
California
$3.72M -$95.1K -305 -2%
DWM
956
Dorchester Wealth Management
Quebec, Canada
$3.71M -$26.5K -85 -0.7%
SDWIA
957
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.7M -$26.2K -84 -0.7%
RIM
958
Reliant Investment Management
Tennessee
$3.69M +$54.6K +175 +1%
RMC
959
Resources Management Corp
Connecticut
$3.69M +$14K +45 +0.4%
MCA
960
Morris Capital Advisors
Pennsylvania
$3.68M -$220K -706 -6%
TPA
961
Trivium Point Advisory
Connecticut
$3.68M +$70.8K +227 +2%
Kovitz Investment Group Partners
962
Kovitz Investment Group Partners
Illinois
$3.68M +$1.21M +3,893 +49%
BPM
963
Bowling Portfolio Management
Ohio
$3.67M +$1.22M +3,899 +49%
DAS
964
Dynamic Advisor Solutions
Arizona
$3.67M -$288K -925 -7%
TCBWMS
965
Texas Capital Bank Wealth Management Services
Texas
$3.67M +$323K +1,037 +10%
VCM
966
Virtue Capital Management
Tennessee
$3.66M -$624 -2 -0%
RWM
967
RBA Wealth Management
California
$3.66M +$51.1K +164 +1%
EBT
968
Enterprise Bank & Trust
Massachusetts
$3.65M -$144K -461 -4%
SLWS
969
Swaine & Leidel Wealth Services
Florida
$3.64M -$71.7K -230 -2%
AC
970
Asio Capital
Kentucky
$3.6M +$230K +738 +7%
BOC
971
Barbara Oil Co
Illinois
$3.59M – – –
GJIC
972
Gamble Jones Investment Counsel
California
$3.58M +$34.3K +110 +1%
OSAM
973
O'Shaughnessy Asset Management
Connecticut
$3.55M +$1.03M +3,311 +41%
WG
974
Winton Group
United Kingdom
$3.52M -$4.7M -15,075 -57%
CT
975
Chicago Trust
Illinois
$3.52M -$162K -519 -4%
37 38
39
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