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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 %
IF
1426
Intrua Financial
Texas
$1.07M -$90.7K -255 -8%
IMOV
1427
Investment Management of Virginia
Virginia
$1.07M -$96.7K -310 -8%
WCM
1428
Washington Capital Management
Washington
$1.07M – – –
RHBC
1429
R.H. Bluestein & Co
Michigan
$1.07M +$14.6K +47 +1%
LWA
1430
Lineweaver Wealth Advisors
Ohio
$1.07M +$30.5K +98 +3%
LWAC
1431
Laurel Wealth Advisors (California)
California
$1.07M +$21.8K +70 +2%
PAM
1432
Peak Asset Management
Colorado
$1.07M +$150K +480 +16%
PCM
1433
Peregrine Capital Management
Minnesota
$1.06M +$1.06M +3,410 New
CA
1434
Cambridge Advisors
Nebraska
$1.06M – – –
PI
1435
Pettee Investors
Connecticut
$1.06M – – –
FG
1436
Fiduciary Group
Georgia
$1.06M – – –
SSA
1437
Schonfeld Strategic Advisors
New York
$1.06M +$1.06M +3,382 New
MC
1438
Maverick Capital
Texas
$1.05M +$570K +1,828 +118%
HC
1439
HNP Capital
New York
$1.05M -$1.04K -3 -0.1%
WCM
1440
Whitener Capital Management
North Carolina
$1.05M -$41.8K -134 -4%
CCA
1441
Cobblestone Capital Advisors
New York
$1.05M -$99.1K -318 -9%
CP
1442
Covenant Partners
Tennessee
$1.05M -$28.7K -92 -3%
OC
1443
Oakworth Capital
Alabama
$1.05M -$299K -960 -22%
FCCM
1444
First City Capital Management
Georgia
$1.04M +$462K +1,435 +80%
RWM
1445
RKL Wealth Management
Pennsylvania
$1.04M +$21.2K +68 +2%
LB
1446
Legacy Bridge
Iowa
$1.04M +$31.2K +100 +3%
PP
1447
Paloma Partners
Connecticut
$1.04M +$734K +2,352 +241%
CFMC
1448
Curbstone Financial Management Corp
New Hampshire
$1.02M – – –
BWL
1449
Bogart Wealth LLC
Virginia
$1.02M +$20.6K +66 +2%
TWM
1450
Tolleson Wealth Management
Texas
$1.02M – – –
56 57
58
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