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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 %
BP
1001
Ballentine Partners
Massachusetts
$3.29M -$293K -939 -8%
LSA
1002
L & S Advisors
California
$3.28M -$187K -600 -5%
SEEDPG
1003
S.E.E.D. Planning Group
New York
$3.28M -$376K -1,206 -10%
UR
1004
USCA RIA
Texas
$3.28M +$901K +2,889 +38%
Fuller & Thaler Asset Management
1005
Fuller & Thaler Asset Management
California
$3.27M – – –
SCM
1006
Stevens Capital Management
Pennsylvania
$3.27M +$3.27M +10,485 New
KA
1007
Kintegral Advisory
New York
$3.26M -$105K -337 -3%
KPWS
1008
Kestra Private Wealth Services
Texas
$3.25M +$3.25M +10,426 New
WIC
1009
Woodmont Investment Counsel
Tennessee
$3.25M -$153K -492 -5%
MMPW
1010
Mitchell McLeod Pugh & Williams
Alabama
$3.24M +$39K +125 +1%
GC
1011
Guardian Capital
Ontario, Canada
$3.23M +$578K +1,855 +22%
KTM
1012
Keeler Thomas Management
Utah
$3.22M +$1.42M +4,543 +78%
IB
1013
Intrust Bank
Kansas
$3.22M +$27.1K +87 +0.8%
COI
1014
Connable Office Inc
Michigan
$3.22M -$4.68K -15 -0.1%
BAM
1015
Belpointe Asset Management
Nevada
$3.22M +$60.8K +195 +2%
NF
1016
Nikulski Financial
Iowa
$3.22M +$40.8K +131 +1%
SIG
1017
Sky Investment Group
Connecticut
$3.21M -$15.3K -49 -0.5%
DSC
1018
Duncker Streett & Co
Missouri
$3.2M -$6.24K -20 -0.2%
WC
1019
Wexford Capital
Florida
$3.2M +$3.2M +10,250 New
VPIM
1020
Vanguard Personalized Indexing Management
California
$3.19M +$507K +1,626 +19%
HAS
1021
HBW Advisory Services
California
$3.19M +$582K +1,867 +22%
CCP
1022
Cunning Capital Partners
North Carolina
$3.18M – – –
MCM
1023
Mitchell Capital Management
Kansas
$3.17M -$36.5K -117 -1%
EFS
1024
Essex Financial Services
Connecticut
$3.16M +$92K +295 +3%
MWM
1025
Minot Wealth Management
Massachusetts
$3.14M +$426K +1,368 +16%
39 40
41
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