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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 %
GA
1676
Geller Advisors
New York
$608K +$24K +77 +4%
CSPIA
1677
Cary Street Partners Investment Advisory
Virginia
$608K +$90.8K +291 +18%
DWM
1678
Dakota Wealth Management
Florida
$606K -$6.67M -21,385 -92%
APG
1679
Abacus Planning Group
South Carolina
$602K – – –
VFP
1680
Verus Financial Partners
Virginia
$602K +$602K +1,931 New
MTC
1681
McDaniel Terry & Co
Texas
$601K – – –
SFP
1682
Shepherd Financial Partners
Massachusetts
$600K -$20.3K -65 -3%
JIP
1683
Jaffetilchin Investment Partners
Florida
$595K +$186K +596 +45%
WT
1684
Washington Trust
Rhode Island
$594K +$144K +460 +32%
DAM
1685
Deltec Asset Management
New York
$592K -$93.5K -300 -14%
CB
1686
CNB Bank
Pennsylvania
$592K -$4.06K -13 -0.7%
SYBT
1687
Stock Yards Bank & Trust
Kentucky
$589K +$14.4K +46 +2%
AA
1688
Argent Advisors
Louisiana
$586K +$44K +141 +8%
BB
1689
Berkshire Bank
Massachusetts
$584K +$584K +1,876 New
CANY
1690
Caxton Associates (New York)
New York
$582K +$170K +545 +41%
CIA
1691
Choate Investment Advisors
Massachusetts
$580K -$117K -375 -17%
VCA
1692
Verdence Capital Advisors
Maryland
$580K +$44K +141 +8%
TEC
1693
Tiger Eye Capital
Tennessee
$578K -$317K -1,016 -35%
LBA
1694
Letko, Brosseau & Associates
Quebec, Canada
$577K – – –
BEI
1695
Benjamin Edwards Inc
Missouri
$576K +$47.4K +152 +9%
HCA
1696
Heck Capital Advisors
Wisconsin
$575K +$44.6K +143 +8%
IP
1697
Investment Partners
Ohio
$573K -$8.73K -28 -2%
SC
1698
SRB Corp
Massachusetts
$572K +$51.4K +165 +10%
BCA
1699
Bay Colony Advisors
Massachusetts
$571K +$571K +1,832 New
PWMG
1700
Prestige Wealth Management Group
New Jersey
$570K +$96.3K +309 +20%
66 67
68
69 70