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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 %
WA
1251
Wealth Architects
California
$1.76M +$17.2K +55 +1%
FFBTD
1252
First Financial Bank - Trust Division
Ohio
$1.75M -$87.9K -282 -5%
PA
1253
PFG Advisors
Arizona
$1.75M -$12.3K -38 -0.7%
SIC
1254
Salem Investment Counselors
North Carolina
$1.75M +$64.9K +208 +4%
TA
1255
Townsend & Associates
Colorado
$1.72M -$286K -871 -14%
EGA
1256
E&G Advisors
Texas
$1.71M +$2.49K +8 +0.1%
KWA
1257
KCS Wealth Advisory
California
$1.69M -$22.1K -71 -1%
SLG
1258
Stanley-Laman Group
Pennsylvania
$1.69M +$56.4K +181 +3%
SS
1259
Sunbelt Securities
Texas
$1.69M +$99.6K +318 +6%
SWM
1260
Sugarloaf Wealth Management
Georgia
$1.69M -$5.32K -17 -0.3%
PRWA
1261
Platte River Wealth Advisors
Colorado
$1.69M – – –
FPA
1262
First Pacific Advisors
California
$1.68M – – –
IIM
1263
Intact Investment Management
Quebec, Canada
$1.68M -$125K -400 -7%
BMCM
1264
Bryn Mawr Capital Management
Pennsylvania
$1.68M +$1.68M +5,390 New
CAAS
1265
Capital Asset Advisory Services
Michigan
$1.68M -$18.7K -60 -1%
CSA
1266
Cottage Street Advisors
Massachusetts
$1.67M +$65.5K +210 +4%
CC
1267
Cipher Capital
New York
$1.66M +$1.66M +5,321 New
BAS
1268
Brown Advisory Securities
Maryland
$1.65M -$21.2K -68 -1%
BJL
1269
Brighton Jones LLC
Washington
$1.65M +$436K +1,397 +36%
TSWM
1270
Triangle Securities Wealth Management
North Carolina
$1.64M -$93.5K -300 -5%
ARMT
1271
Amica Retiree Medical Trust
Rhode Island
$1.64M – – –
JF
1272
Jump Financial
Illinois
$1.64M +$1.64M +5,255 New
FHA
1273
Flagship Harbor Advisors
Massachusetts
$1.63M -$9.35K -30 -0.6%
MFG
1274
Magnus Financial Group
New York
$1.63M -$80.8K -259 -5%
VFA
1275
Valeo Financial Advisors
Indiana
$1.62M -$736K -2,359 -31%
49 50
51
52 53