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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 %
NGA
976
Naples Global Advisors
Florida
$3.51M +$72.3K +232 +2%
SFI
977
Susquehanna Fundamental Investments
Pennsylvania
$3.49M -$561K -1,800 -14%
MJP
978
Michael J. Puzo
$3.47M +$903K +2,896 +35%
DPIM
979
Duff & Phelps Investment Management
Illinois
$3.46M – – –
BCA
980
Bray Capital Advisors
Florida
$3.45M +$34K +109 +1%
CG
981
Caprock Group
Idaho
$3.44M +$340K +1,091 +11%
BA
982
Bristlecone Advisors
Washington
$3.43M -$202K -647 -6%
MWVC
983
Morgens Waterfall Vintiadis & Co
New York
$3.43M – – –
SCA
984
Stokes Capital Advisors
South Carolina
$3.42M -$7.79K -25 -0.2%
HIIFS
985
Harel Insurance Investments & Financial Services
Israel
$3.41M +$3M +9,617 +727%
BONST
986
Bank of Nova Scotia Trust
Ontario, Canada
$3.41M +$46.1K +148 +1%
CCA
987
Checchi Capital Advisers
California
$3.39M +$142K +455 +4%
MPAM
988
Murphy Pohlad Asset Management
Minnesota
$3.39M – – –
IA
989
IFP Advisors
Florida
$3.39M +$142K +455 +4%
ACM
990
Aljian Capital Management
Nevada
$3.36M +$222K +713 +7%
MWM
991
Marietta Wealth Management
Georgia
$3.36M -$151K -485 -4%
WANY
992
Wealthspire Advisors (New York)
New York
$3.36M +$1.6M +5,132 +91%
ACM
993
Advisors Capital Management
New Jersey
$3.35M +$217K +695 +7%
WCM
994
Weik Capital Management
Pennsylvania
$3.35M -$12.5K -40 -0.4%
IFAM
995
Institutional & Family Asset Management
Colorado
$3.34M -$955K -3,062 -22%
HIC
996
Holderness Investments Company
North Carolina
$3.33M +$97K +311 +3%
WI
997
WrapManager Inc
California
$3.32M +$649K +2,082 +24%
PTC
998
Private Trust Company
Ohio
$3.3M +$406K +1,302 +14%
FMB
999
Field & Main Bank
Kentucky
$3.3M -$120K -385 -4%
CWM
1000
Connecticut Wealth Management
Connecticut
$3.29M -$630K -2,022 -16%
38 39
40
41 42