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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 %
PRS
1226
Pinkerton Retirement Specialists
Idaho
$1.85M -$11.9K -38 -0.6%
CIM
1227
CIM Investment Management
Pennsylvania
$1.85M +$481K +1,543 +35%
KWM
1228
Keebeck Wealth Management
Illinois
$1.85M +$152K +488 +9%
RIM
1229
Rampart Investment Management
Connecticut
$1.84M -$4.82M -15,468 -72%
BRG
1230
Bay Rivers Group
Virginia
$1.84M +$41.8K +134 +2%
KMWM
1231
Keudell/Morrison Wealth Management
Oregon
$1.83M +$230K +737 +14%
EWM
1232
Elmwood Wealth Management
California
$1.83M – – –
RCIM
1233
Red Cedar Investment Management
Michigan
$1.83M +$461K +1,479 +34%
HFM
1234
Harvest Fund Management
China
$1.83M -$570K -1,793 -24%
PCIG
1235
Partners Capital Investment Group
Massachusetts
$1.82M +$833K +2,671 +84%
AWA
1236
Arete Wealth Advisors
Illinois
$1.81M -$13.1K -42 -0.7%
QCG
1237
Quadrant Capital Group
Ohio
$1.81M -$228K -730 -11%
OAM
1238
Oak Asset Management
California
$1.81M -$326 -1 -0%
WP
1239
WealthSource Partners
California
$1.81M +$87.6K +281 +5%
HFM
1240
Hartford Financial Management
Connecticut
$1.79M +$81.1K +260 +5%
PWP
1241
Principle Wealth Partners
Connecticut
$1.79M +$8.11K +26 +0.5%
LNC
1242
Lincoln National Corp
Pennsylvania
$1.79M +$219K +701 +14%
1WA
1243
180 Wealth Advisors
Washington
$1.78M +$16.8K +52 +1%
SRAM
1244
Spouting Rock Asset Management
Pennsylvania
$1.78M +$643K +2,064 +56%
WCM
1245
Weld Capital Management
New York
$1.78M -$235K -755 -12%
OMC
1246
Overbrook Management Corp
New York
$1.78M +$203K +650 +13%
BFA
1247
Beaumont Financial Advisors
Massachusetts
$1.77M +$65.5K +210 +4%
GAG
1248
GM Advisory Group
New York
$1.77M -$14K -45 -0.8%
ST
1249
Smithfield Trust
Pennsylvania
$1.77M +$71.1K +228 +4%
TAM
1250
Tealwood Asset Management
Minnesota
$1.76M -$52.1K -167 -3%
48 49
50
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