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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 %
HWA
1476
Hillcrest Wealth Advisors
New Jersey
$944K +$944K +3,028 New
WF
1477
Welch & Forbes
Massachusetts
$943K -$161K -518 -15%
SKK
1478
Shepherd Kaplan Krochuk
Massachusetts
$939K +$3.74K +12 +0.4%
CC
1479
Copperleaf Capital
North Carolina
$936K -$3.12K -10 -0.3%
SACTSONJ
1480
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$935K – – –
AFM
1481
Anson Funds Management
Texas
$935K – – –
MUAMU
1482
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$935K – – –
CFS
1483
CRA Financial Services
New Jersey
$933K -$42.4K -136 -4%
PIA
1484
Pinion Investment Advisors
Kansas
$933K – – –
SIM
1485
Sterling Investment Management
Arizona
$929K -$301K -964 -24%
PA
1486
Paragon Advisors
Texas
$929K +$90.4K +290 +11%
SIG
1487
Sargent Investment Group
Maryland
$927K -$6.24K -20 -0.7%
XWM
1488
Xcel Wealth Management
Florida
$926K -$175K -560 -16%
PNC
1489
Park National Corp
Ohio
$924K +$49.2K +158 +6%
CAN
1490
Claraphi Advisory Network
United States
$921K -$36.8K -118 -4%
ACM
1491
Allred Capital Management
Texas
$921K +$79.8K +256 +9%
CBFP
1492
Cedar Brook Financial Partners
Ohio
$920K +$1.56K +5 +0.2%
QCM
1493
Quest Capital Management
Texas
$920K +$43.7K +140 +5%
SJIM
1494
St. Johns Investment Management
Florida
$920K +$73K +234 +9%
SFSIG
1495
San Francisco Sentry Investment Group
California
$919K -$48.3K -155 -5%
LPIC
1496
LeJeune Puetz Investment Counsel
Michigan
$917K – – –
PW
1497
Price Wealth
Texas
$912K +$9.35K +30 +1%
RSWM
1498
Robertson Stephens Wealth Management
California
$912K +$912K +2,926 New
SFWA
1499
Summit Financial Wealth Advisors
Louisiana
$911K -$122K -391 -12%
CL
1500
CIM LLC
New York
$910K +$199K +561 +28%
58 59
60
61 62