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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 %
GRP
1026
Global Retirement Partners
California
$3.14M +$188K +604 +6%
IWC
1027
Integrated Wealth Concepts
Massachusetts
$3.13M +$801K +2,569 +34%
DBG
1028
De Burlo Group
Massachusetts
$3.1M +$686K +2,200 +28%
CANC
1029
Culbertson A N & Co
Virginia
$3.1M +$788K +2,529 +34%
VNA
1030
Valley National Advisers
Pennsylvania
$3.07M -$403K -1,293 -12%
ADL
1031
Asset Dedication LLC
California
$3.07M -$24.8K -80 -0.8%
EI
1032
Ethic Inc
New York
$3.07M +$726K +2,328 +31%
RIM
1033
Regent Investment Management
Kentucky
$3.05M -$313K -1,004 -9%
IHL
1034
Investment House LLC
California
$3.05M +$18.7K +60 +0.6%
PCM
1035
Palouse Capital Management
Washington
$3.04M -$240K -770 -7%
HH
1036
Hilltop Holdings
Texas
$3.02M +$183K +586 +6%
Cetera Investment Advisers
1037
Cetera Investment Advisers
Illinois
$3.02M -$96K -308 -3%
TVWM
1038
Tower View Wealth Management
Wisconsin
$3M +$37.7K +121 +1%
OCM
1039
Orleans Capital Management
Louisiana
$2.99M -$7.79K -25 -0.3%
FWM
1040
Frontier Wealth Management
Missouri
$2.98M +$217K +695 +8%
WPP
1041
Whalerock Point Partners
Rhode Island
$2.98M -$6.63M -6,631 -69%
HI
1042
HBK Investments
Texas
$2.97M +$1.47M +4,726 +98%
AG
1043
Algert Global
California
$2.97M +$153K +492 +5%
PA
1044
Parallel Advisors
California
$2.97M +$50.8K +163 +2%
PL
1045
Plancorp LLC
Missouri
$2.96M -$11.5K -37 -0.4%
BPCA
1046
Bank Pictet & Cie (Asia)
Singapore
$2.94M -$53.6K -172 -2%
BCM
1047
Bayesian Capital Management
New York
$2.94M +$2.57M +8,229 +679%
CWM
1048
CMH Wealth Management
New Hampshire
$2.94M +$92K +295 +3%
NIM
1049
Nicollet Investment Management
Minnesota
$2.93M -$68K -218 -2%
SBIA
1050
Sheaff Brock Investment Advisors
Indiana
$2.93M -$3.39M -10,865 -54%
40 41
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