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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 %
MAM
1151
Meeder Asset Management
Ohio
$2.27M -$11.6M -37,105 -84%
OIA
1152
OneDigital Investment Advisors
Kansas
$2.25M -$800K -2,566 -26%
REMPR
1153
Roof Eidam Maycock Peralta (REMP)
California
$2.25M -$231K -740 -9%
OAM
1154
Optimal Asset Management
California
$2.25M -$502K -1,611 -18%
OL
1155
Optas LLC
Texas
$2.25M +$480K +1,541 +27%
BCM
1156
Brookstone Capital Management
Illinois
$2.25M +$268K +859 +14%
FCM
1157
Fortis Capital Management
Washington
$2.24M +$2.24M +7,190 New
MGIA
1158
Moneta Group Investment Advisors
Missouri
$2.23M -$151K -483 -6%
GBT
1159
Grove Bank & Trust
Florida
$2.22M +$414K +1,329 +23%
CIP
1160
Capital Insight Partners
Arizona
$2.22M -$48.9K -157 -2%
HIP
1161
Harrell Investment Partners
Texas
$2.22M +$247K +794 +13%
PWMAG
1162
Pinnacle Wealth Management Advisory Group
New Jersey
$2.21M +$61.1K +196 +3%
EGM
1163
Engineers Gate Manager
New York
$2.19M +$559K +1,793 +34%
SIM
1164
Stratos Investment Management
Ohio
$2.18M +$72.9K +234 +3%
WSCM
1165
Wellington Shields Capital Management
New York
$2.17M – – –
ZB
1166
Zions Bancorporation
Utah
$2.16M -$302K -969 -12%
AAS
1167
Annex Advisory Services
Wisconsin
$2.16M +$81.7K +262 +4%
PIMJS
1168
PKO Investment Management Joint-Stock
Poland
$2.16M – – –
CDH
1169
Charles D. Hyman
$2.16M +$303K +971 +16%
CFGS
1170
Concourse Financial Group Securities
Alabama
$2.14M +$4.99K +16 +0.2%
MBTD
1171
Mechanics Bank - Trust Department
California
$2.14M +$59.2K +190 +3%
FMWA
1172
Forvis Mazars Wealth Advisors
Missouri
$2.13M +$39K +125 +2%
LWMM
1173
Legacy Wealth Management (Mississippi)
Mississippi
$2.13M +$4.05K +13 +0.2%
SFG
1174
SevenBridge Financial Group
Pennsylvania
$2.1M -$8.42K -27 -0.4%
LPT
1175
Legacy Private Trust
Wisconsin
$2.1M +$17.1K +55 +0.8%
45 46
47
48 49