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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 %
KA
1351
Kovack Advisors
Florida
$1.35M +$50.2K +161 +4%
RIA
1352
Realta Investment Advisors
Delaware
$1.34M +$315K +1,012 +31%
WA
1353
WP Advisors
California
$1.34M +$1.08M +3,468 +422%
JIC
1354
Joel Isaacson & Co
New York
$1.33M -$49.6K -159 -4%
AC
1355
Abbrea Capital
California
$1.32M -$24.9K -80 -2%
FWP
1356
FAS Wealth Partners
Kansas
$1.32M -$69.2K -222 -5%
OAM
1357
Occidental Asset Management
California
$1.32M -$10.3K -33 -0.8%
SL
1358
Stevard LLC
Illinois
$1.31M -$65.5K -210 -5%
VHAM
1359
Van Hulzen Asset Management
California
$1.31M -$492K -1,578 -27%
VLC
1360
Van Leeuwen & Company
New Jersey
$1.31M -$4.26M -13,676 -77%
III
1361
Independent Investors Inc
New York
$1.31M +$1.31M +4,194 New
MFG
1362
Menard Financial Group
Texas
$1.31M +$310K +993 +31%
FDS
1363
Freedom Day Solutions
Texas
$1.31M +$1.31M +4,190 New
SRSA
1364
S.R. Schill & Associates
Washington
$1.3M -$37.1K -119 -3%
RWA
1365
River Wealth Advisors
Pennsylvania
$1.3M +$306K +980 +31%
RCG
1366
Rock Creek Group
District of Columbia
$1.29M +$296K +948 +30%
BWM
1367
BigSur Wealth Management
Florida
$1.29M -$608K -1,950 -32%
TA
1368
Tiedemann Advisors
New York
$1.29M -$52.5K -168 -4%
MFG
1369
MidWestOne Financial Group
Iowa
$1.29M +$242K +775 +23%
VVP
1370
Venture Visionary Partners
Ohio
$1.29M +$226K +711 +21%
GEA
1371
Glen Eagle Advisors
New Jersey
$1.29M +$45.2K +145 +4%
MCIA
1372
Mountain Capital Investment Advisors
Colorado
$1.29M +$1.29M +3,893 New
Wolverine Trading
1373
Wolverine Trading
Illinois
$1.28M -$684K -2,250 -35%
SCP
1374
Stamos Capital Partners
California
$1.28M – – –
HCM
1375
HMS Capital Management
Tennessee
$1.28M +$260K +833 +26%
53 54
55
56 57