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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 %
FM
1051
Foster & Motley
Ohio
$2.92M -$111K -357 -4%
HAG
1052
HighPoint Advisor Group
Illinois
$2.91M +$178K +503 +7%
OA
1053
Oak Associates
Ohio
$2.88M – – –
CAM
1054
Cypress Asset Management
Texas
$2.87M +$23.7K +76 +0.8%
MA
1055
Mutual Advisors
Nebraska
$2.85M +$146K +469 +5%
SWK
1056
Stephen W. Kidder
$2.84M +$1.05M +3,370 +59%
BCB
1057
Brian C. Broderick
$2.83M +$1.86M +5,963 +192%
CAG
1058
Csenge Advisory Group
Florida
$2.83M -$16.7K -53 -0.6%
WPW
1059
Waldron Private Wealth
Pennsylvania
$2.82M +$124K +398 +5%
BAM
1060
Barrett Asset Management
New York
$2.82M +$587K +1,881 +26%
RFA
1061
Reilly Financial Advisors
California
$2.82M -$555K -1,781 -16%
BDF
1062
Balasa Dinverno & Foltz
$2.8M +$133K +427 +5%
ACM
1063
AlphaCrest Capital Management
New York
$2.79M +$2.46M +7,880 +733%
LCP
1064
Legacy Capital Partners
Wisconsin
$2.78M -$28.1K -90 -1%
MLL
1065
Moody Lynn & Lieberson
Massachusetts
$2.77M +$21.2K +68 +0.8%
CAM
1066
Covenant Asset Management
New Jersey
$2.76M -$41.8K -134 -1%
CCM
1067
Cox Capital Management
Massachusetts
$2.75M +$6.86K +22 +0.2%
SCA
1068
Strategic Capital Advisers
Colorado
$2.75M +$33K +106 +1%
BP
1069
BBR Partners
New York
$2.75M +$716K +2,295 +35%
CWAG
1070
Compton Wealth Advisory Group
Virginia
$2.73M +$47.4K +152 +2%
KWM
1071
Kingsview Wealth Management
Oregon
$2.73M +$367K +1,177 +16%
JWCA
1072
J.W. Cole Advisors
Florida
$2.73M +$2.73M +8,753 New
BAM
1073
Berkshire Asset Management
Pennsylvania
$2.73M -$92.3K -296 -3%
LA
1074
LexAurum Advisors
Kansas
$2.73M +$20.3K +65 +0.7%
TIM
1075
Thompson Investment Management
Wisconsin
$2.72M +$623 +2 +0%
41 42
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