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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 %
SMH
1776
Sanders Morris Harris
Texas
$461K +$231K +700 +100%
TCM
1777
Tuttle Capital Management
Connecticut
$460K +$460K +1,476 New
EBSAM
1778
Eubel Brady & Suttman Asset Management
Ohio
$459K – – –
VA
1779
Valmark Advisers
Ohio
$453K +$38K +122 +9%
IFG
1780
Investors Financial Group
Minnesota
$453K +$72K +231 +19%
CPC
1781
Consolidated Planning Corp
Georgia
$452K +$7.17K +23 +2%
SIC
1782
Samalin Investment Counsel
New York
$450K -$23.1K -74 -5%
MAM
1783
Marotta Asset Management
Virginia
$450K – – –
PPW
1784
Parcion Private Wealth
Washington
$449K -$18.7K -60 -4%
HIC
1785
Hartline Investment Corp
Illinois
$449K – – –
AC
1786
Athanor Capital
New York
$448K -$329K -1,056 -42%
TWP
1787
TFO Wealth Partners
Ohio
$446K -$5.61K -18 -1%
NB
1788
Northwest Bancshares
Pennsylvania
$445K -$31.2K -100 -7%
1SB
1789
1ST Source Bank
Indiana
$444K +$4.99K +16 +1%
BCM
1790
Buckhead Capital Management
Georgia
$444K +$85.2K +273 +24%
SPFA
1791
Summit Place Financial Advisors
New Jersey
$444K +$444K +1,425 New
USGIU
1792
U.S. Global Investors (USGI)
Texas
$443K – – –
BO
1793
Bank OZK
Arkansas
$443K – – –
BZWA
1794
Blue Zone Wealth Advisors
California
$443K – – –
SEIA
1795
Signature Estate & Investment Advisors
California
$440K +$17.1K +55 +4%
BMC
1796
Benin Management Corp
Connecticut
$439K -$62.3K -200 -12%
OMC
1797
Old Mission Capital
Illinois
$439K +$439K +1,409 New
PAS
1798
Partnervest Advisory Services
California
$438K -$13.1K -42 -3%
NA
1799
Navellier & Associates
Nevada
$436K +$3.11K +10 +0.7%
PWAP
1800
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$435K +$79.3K +254 +22%
70 71
72
73 74