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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 %
CT
1101
Clearstead Trust
Maine
$2.55M -$79.5K -255 -3%
TI
1102
Trexquant Investment
Connecticut
$2.55M +$746K +2,394 +41%
PIG
1103
Pantheon Investment Group
California
$2.55M -$371K -1,191 -13%
BWM
1104
Buckley Wealth Management
Nevada
$2.55M -$250K -801 -9%
GWM
1105
Geneos Wealth Management
Colorado
$2.54M -$149K -491 -6%
NC
1106
NBW Capital
Massachusetts
$2.54M -$4.37K -14 -0.2%
ICP
1107
Ironvine Capital Partners
Nebraska
$2.54M – – –
KJHP
1108
K.J. Harrison & Partners
Ontario, Canada
$2.53M +$2.03M +6,500 +406%
MCP
1109
Martin Capital Partners
Oregon
$2.53M +$2.53M +8,108 New
BCWM
1110
Blue Chip Wealth Management
Florida
$2.51M +$13.4K +43 +0.5%
PG
1111
Pendal Group
Australia
$2.51M -$3.57M -11,463 -59%
EF
1112
Empirical Finance
Pennsylvania
$2.5M +$531K +1,702 +27%
PT
1113
Plimoth Trust
Massachusetts
$2.5M +$263K +844 +12%
MFS
1114
Monetta Financial Services
Illinois
$2.49M – – –
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.49M +$489K +1,570 +24%
EH
1116
Equitable Holdings
New York
$2.48M -$149K -479 -6%
NFC
1117
Northeast Financial Consultants
Connecticut
$2.47M +$32.1K +103 +1%
DDC
1118
DF Dent & Co
Maryland
$2.46M -$19.6K -63 -0.8%
KCM
1119
Karp Capital Management
California
$2.45M +$107K +342 +5%
TNA
1120
True North Advisors
Texas
$2.45M +$54.2K +174 +2%
AFA
1121
Abacus FCF Advisors
Florida
$2.45M +$163K +498 +7%
SSWM
1122
Sheets Smith Wealth Management
North Carolina
$2.44M +$414K +1,328 +20%
TW
1123
TrinityPoint Wealth
Connecticut
$2.43M +$32.7K +105 +1%
HIM
1124
Harbour Investment Management
Washington
$2.43M +$46.8K +150 +2%
WBC
1125
West Branch Capital
Massachusetts
$2.42M +$85.4K +274 +4%
43 44
45
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