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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 %
Financial Engines Advisors
1501
Financial Engines Advisors
California
$908K +$275K +882 +43%
AWA
1502
ARS Wealth Advisors
Florida
$907K -$14K -45 -2%
PCP
1503
Proficio Capital Partners
Massachusetts
$906K +$56.6K +194 +7%
VI
1504
Versor Investments
New York
$906K +$93.5K +300 +12%
9WM
1505
9258 Wealth Management
Ohio
$904K +$3.66K +12 +0.4%
CCM
1506
Cribstone Capital Management
Maine
$903K -$20.3K -65 -2%
LFA
1507
Legacy Financial Advisors
Kentucky
$903K +$903K +2,897 New
SG
1508
StoneX Group
New York
$901K -$26.2K -84 -3%
PFA
1509
Paradigm Financial Advisors
Missouri
$900K -$143K -458 -14%
IC
1510
Intersect Capital
California
$896K +$171K +547 +24%
FSA
1511
Franklin Street Advisors
North Carolina
$894K +$140K +450 +19%
VWM
1512
Valley Wealth Managers
New Jersey
$891K -$18.7K -60 -2%
AC
1513
Avestar Capital
New York
$886K +$42.6K +132 +5%
RWM
1514
Ritholtz Wealth Management
New York
$884K +$252K +808 +40%
BIM
1515
Baldwin Investment Management
Pennsylvania
$878K +$10.9K +35 +1%
MWM
1516
Mattern Wealth Management
Kansas
$875K -$146K -468 -14%
CIA
1517
CSat Investment Advisory
Michigan
$875K +$80.5K +258 +10%
CFA
1518
Cahill Financial Advisors
Minnesota
$874K +$257K +824 +42%
AJ
1519
Ashburton (Jersey)
Jersey
$872K – – –
LJAC
1520
L.J. Altfest & Co
New York
$871K -$237K -761 -21%
TCA
1521
Transcend Capital Advisors
New Jersey
$868K +$868K +2,785 New
MWPCG
1522
Measured Wealth Private Client Group
New Hampshire
$867K +$477K +1,532 +123%
FAIM
1523
Financial Advocates Investment Management
Washington
$865K +$32.4K +104 +4%
TI
1524
tru Independence
Oregon
$862K -$3.03M -9,717 -78%
CI
1525
Cavalier Investments
Georgia
$860K -$500K -1,602 -37%
59 60
61
62 63