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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 %
AA
1126
Altman Advisors
Illinois
$2.41M +$38.4K +123 +2%
PHK
1127
Point72 Hong Kong
Hong Kong
$2.41M +$2.41M +7,742 New
AIA
1128
AIMZ Investment Advisors
California
$2.41M -$37.4K -120 -2%
PTC
1129
Philadelphia Trust Company
Pennsylvania
$2.41M +$2.14M +6,857 +797%
SB
1130
Strategic Blueprint
Georgia
$2.4M +$378K +1,212 +19%
OPS
1131
Orion Portfolio Solutions
Nebraska
$2.39M +$1.24M +3,993 +109%
DCM
1132
Davidson Capital Management
Texas
$2.39M +$61.7K +198 +3%
CHAM
1133
Clear Harbor Asset Management
Connecticut
$2.39M +$119K +381 +5%
CCG
1134
Cypress Capital Group
Florida
$2.37M -$12.5K -40 -0.5%
IA
1135
IndexIQ Advisors
New York
$2.37M -$12.2K -39 -0.5%
BCM
1136
Birch Capital Management
Texas
$2.36M -$132K -424 -5%
CB
1137
Community Bank
New York
$2.35M -$31.5K -101 -1%
HWA
1138
Heritage Way Advisors
Illinois
$2.34M +$2.34M +7,489 New
TFS
1139
Thoroughbred Financial Services
Tennessee
$2.33M +$276K +886 +13%
RMAM
1140
Raab & Moskowitz Asset Management
New Jersey
$2.33M – – –
JSL
1141
JT Stratford LLC
Georgia
$2.33M -$381K -1,223 -14%
ACM
1142
Ativo Capital Management
Illinois
$2.33M +$127K +407 +6%
LHC
1143
Little House Capital
Massachusetts
$2.3M -$38K -122 -2%
CNC
1144
Canandaigua National Corp
New York
$2.3M +$1.49M +4,774 +184%
WA
1145
Wealth Alliance
New York
$2.3M +$141K +453 +7%
LS
1146
Leelyn Smith
Illinois
$2.3M +$93.9K +301 +4%
IAS
1147
IMA Advisory Services
Colorado
$2.29M -$34.3K -110 -1%
BS
1148
Boenning & Scattergood
Pennsylvania
$2.28M -$17.8K -57 -0.8%
OC
1149
Oarsman Capital
Wisconsin
$2.28M -$131K -421 -5%
FWM
1150
Fairhaven Wealth Management
Illinois
$2.28M +$82K +263 +4%
44 45
46
47 48