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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 %
RDWM
1201
Red Door Wealth Management
Tennessee
$2M +$20.9K +67 +1%
LSAG
1202
Lake Street Advisors Group
New Hampshire
$1.98M +$93.8K +301 +5%
APWM
1203
Atlas Private Wealth Management
New York
$1.98M +$58K +186 +3%
PGWM
1204
Parisi Gray Wealth Management
New Jersey
$1.96M +$34.9K +112 +2%
SB
1205
Simmons Bank
Arkansas
$1.96M -$812K -2,605 -29%
LF
1206
Lee Financial
Texas
$1.95M -$4.68K -15 -0.2%
CAM
1207
Carret Asset Management
New York
$1.95M +$10.9K +35 +0.6%
BHWM
1208
Bar Harbor Wealth Management
New Hampshire
$1.95M -$82.3K -264 -4%
UFF
1209
USA Financial Formulas
Michigan
$1.95M +$1.95M +6,259 New
DAC
1210
Dividend Assets Capital
South Carolina
$1.95M +$464K +1,488 +31%
PFT
1211
Providence First Trust
Arizona
$1.95M +$1.95M +6,249 New
PG
1212
Patten Group
Tennessee
$1.94M -$3.74K -12 -0.2%
BAAM
1213
Baker Avenue Asset Management
California
$1.94M +$66.7K +214 +4%
APP
1214
Avantax Planning Partners
Iowa
$1.93M -$86.4K -277 -4%
BOH
1215
Bank of Hawaii
Hawaii
$1.93M +$1.93M +6,185 New
DR
1216
Davis Rea
Ontario, Canada
$1.92M +$173K +555 +10%
AWM
1217
Altavista Wealth Management
North Carolina
$1.91M -$244K -783 -11%
HCM
1218
HM Capital Management
Missouri
$1.9M +$29.9K +96 +2%
IRAG
1219
Investment Research & Advisory Group
Georgia
$1.89M -$61.4K -197 -3%
RA
1220
RFG Advisory
Alabama
$1.88M +$98.8K +317 +6%
GI
1221
GS Investments
Minnesota
$1.88M -$947K -3,036 -33%
S
1222
Seeyond
France
$1.88M -$39.9K -128 -2%
RCIM
1223
Russell Clark Investment Management
United Kingdom
$1.87M – – –
FC
1224
FORA Capital
Florida
$1.87M +$1.46M +4,684 +356%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$1.87M -$44K -141 -2%
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