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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 %
AWCI
1576
Alpine Woods Capital Investors
New York
$765K +$765K +2,455 New
BCM
1577
Brasada Capital Management
Texas
$762K -$28.1K -90 -4%
EWM
1578
Elite Wealth Management
Washington
$759K +$3.12K +10 +0.4%
CRWM
1579
Castle Rock Wealth Management
California
$757K +$164K +509 +28%
PWM
1580
Perigon Wealth Management
California
$756K +$35.9K +115 +5%
TC
1581
Trust Company
Kansas
$751K -$9.04K -29 -1%
CA
1582
Calton & Associates
Florida
$748K +$377K +1,209 +102%
CA
1583
Cornerstone Advisory
Maryland
$746K -$32.4K -104 -4%
5L
1584
55I LLC
Massachusetts
$745K +$289K +928 +63%
CWM
1585
Centric Wealth Management
Illinois
$740K -$166K -766 -18%
SWA
1586
Sutton Wealth Advisors
Florida
$739K -$5.92K -19 -0.8%
IAS
1587
Investment Advisory Services
Texas
$738K +$75.1K +241 +11%
WEPOG
1588
Wealth Enhancement & Preservation of GA
Georgia
$735K +$170K +550 +30%
MCCP
1589
Mission Creek Capital Partners
California
$734K -$7.79K -25 -1%
COF
1590
Capital One Financial
Virginia
$732K +$49.9K +160 +7%
RTC
1591
Riverview Trust Company
Washington
$731K -$160K -514 -18%
RFM
1592
Royal Fund Management
Florida
$728K +$116K +372 +19%
NNP
1593
Nachman Norwood & Parrott
South Carolina
$726K -$99.1K -318 -12%
TAM
1594
Townsend Asset Management
North Carolina
$726K -$35.6K -114 -5%
MFS
1595
Mirabella Financial Services
United Kingdom
$724K +$724K +2,321 New
UCI
1596
Uncommon Cents Investing
Wisconsin
$723K – – –
IP
1597
Intellectus Partners
California
$723K +$723K +2,320 New
TCM
1598
Traynor Capital Management
Pennsylvania
$719K +$70.4K +213 +11%
RGIA
1599
Rainier Group Investment Advisory
Washington
$719K +$103K +331 +17%
BCM
1600
Breiter Capital Management
Florida
$717K – – –
62 63
64
65 66