UNH icon

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 %
EHWM
1276
Eads & Heald Wealth Management
Georgia
$1.62M +$8.42K +27 +0.5%
PVWM
1277
Point View Wealth Management
New Jersey
$1.61M -$23.4K -75 -1%
DA
1278
Doliver Advisors
Texas
$1.61M -$1.14M -3,667 -42%
PRC
1279
Pearl River Capital
Michigan
$1.61M +$1.61M +5,159 New
QI
1280
Qtron Investments
Massachusetts
$1.6M +$128K +412 +9%
ST
1281
Somerset Trust
Pennsylvania
$1.6M +$37.7K +121 +2%
AA
1282
ALPS Advisors
Colorado
$1.59M +$1.33M +4,271 +513%
JWBC
1283
J.W. Burns & Co
New York
$1.59M +$10.9K +35 +0.7%
MWA
1284
Moser Wealth Advisors
Washington
$1.57M +$54.6K +175 +4%
SCM
1285
Southport Capital Management
Tennessee
$1.57M -$97.3K -312 -6%
Primecap Management
1286
Primecap Management
California
$1.57M +$530K +1,700 +51%
ATPW
1287
Ashton Thomas Private Wealth
Arizona
$1.56M +$501K +1,607 +47%
CW
1288
CreativeOne Wealth
Kansas
$1.56M +$299K +958 +24%
WWM
1289
Windsor Wealth Management
Indiana
$1.56M +$109K +336 +7%
FMLI
1290
Fukoku Mutual Life Insurance
Japan
$1.55M -$374K -1,200 -19%
ISL
1291
Ingalls & Snyder LLC
New York
$1.55M +$281K +901 +22%
SC
1292
SouthState Corp
Florida
$1.55M -$260K -833 -14%
CST
1293
Charles Schwab Trust
Nevada
$1.54M +$30.9K +99 +2%
NFG
1294
Next Financial Group
Texas
$1.54M -$5.3K -17 -0.3%
LWM
1295
Laidlaw Wealth Management
New York
$1.53M -$30.9K -99 -2%
PIM
1296
Profit Investment Management
Maryland
$1.53M – – –
CL
1297
CPWM LLC
Washington
$1.53M +$5.3K +17 +0.3%
CCM
1298
Compton Capital Management
Rhode Island
$1.52M -$31.2K -100 -2%
CS
1299
Cannell & Spears
New York
$1.51M -$935K -3,000 -38%
KTC
1300
Kistler-Tiffany Companies
Pennsylvania
$1.51M +$16.8K +54 +1%
50 51
52
53 54