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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 %
AWM
1626
Aries Wealth Management
Maine
$673K +$22.4K +72 +3%
EWM
1627
Executive Wealth Management
Michigan
$670K +$5.61K +18 +0.8%
GSBTD
1628
Glenview State Bank Trust Department
Illinois
$664K -$31.2K -100 -4%
TCOT
1629
Trust Company of Toledo
Ohio
$664K – – –
AF
1630
Allworth Financial
California
$664K +$17.2K +55 +3%
Verition Fund Management
1631
Verition Fund Management
Connecticut
$663K +$663K +2,127 New
HPC
1632
Hobart Private Capital
North Carolina
$658K -$1.25K -4 -0.2%
DI
1633
DAGCO Inc
Ohio
$658K -$38.6K -124 -6%
PIM
1634
Provident Investment Management
Michigan
$658K +$3.43K +11 +0.5%
GC
1635
GFG Capital
Florida
$658K +$658K +2,111 New
CIC
1636
Crawford Investment Counsel
Georgia
$657K +$194K +622 +42%
NJBEST
1637
New Jersey Better Educational Savings Trust
New Jersey
$655K – – –
SM
1638
SG3 Management
Puerto Rico
$655K +$31.2K +100 +5%
CL
1639
Choreo LLC
Illinois
$654K +$2.81K +9 +0.4%
VBFP
1640
Valtinson Bruner Financial Planning
Minnesota
$652K +$1.25K +4 +0.2%
IIC
1641
Ironwood Investment Counsel
Arizona
$652K +$3.12K +10 +0.5%
RMCM
1642
Reynders McVeigh Capital Management
Massachusetts
$652K +$105K +336 +19%
MI
1643
Markston International
New York
$651K -$299K -958 -31%
ZCA
1644
Zeke Capital Advisors
Pennsylvania
$651K +$19K +61 +3%
BG
1645
Bollard Group
Massachusetts
$650K -$514K -1,647 -44%
KCM
1646
Kathmere Capital Management
Pennsylvania
$650K +$140K +450 +28%
TSW
1647
Thompson Siegel & Walmsley
Virginia
$649K – – –
PFA
1648
Professional Financial Advisors
Nebraska
$649K +$28.7K +94 +5%
PMA
1649
Prudent Man Advisors
Illinois
$647K +$42.1K +135 +7%
HCP
1650
Hexagon Capital Partners
Arkansas
$638K +$638K +2,045 New
64 65
66
67 68