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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 %
HKAM
1801
Horizon Kinetics Asset Management
New York
$435K +$112K +361 +35%
EI
1802
Ellevest Inc
New York
$433K +$82.3K +264 +23%
AWE
1803
Avidian Wealth Enterprises
Texas
$433K +$151K +485 +54%
NIM
1804
Northeast Investment Management
Massachusetts
$432K +$432K +1,387 New
NWM
1805
Northwest Wealth Management
Iowa
$431K – – –
WA
1806
Winfield Associates
Ohio
$430K – – –
BOS
1807
Bingham Osborn & Scarborough
California
$430K +$16.8K +54 +4%
IAMOG
1808
Investors Asset Management of Georgia
Georgia
$426K – – –
LWA
1809
Lenox Wealth Advisors
New York
$424K +$11.2K +36 +3%
KFGK
1810
Keystone Financial Group (Kentucky)
Kentucky
$423K -$38K -122 -8%
AF
1811
Aldebaran Financial
$423K +$1.25K +4 +0.3%
M
1812
Mirova
France
$422K -$40.2K -129 -9%
FAM
1813
Formidable Asset Management
Ohio
$422K -$4.68K -15 -1%
AWM
1814
AllSquare Wealth Management
New York
$422K – – –
RWM
1815
Reston Wealth Management
Virginia
$421K -$104K -332 -20%
PHAM
1816
Palisades Hudson Asset Management
Florida
$421K – – –
LAIC
1817
Lederer & Associates Investment Counsel
California
$420K -$30K -96 -7%
IAIM
1818
International Assets Investment Management
Florida
$419K -$424K -1,362 -50%
ICM
1819
Islay Capital Management
Texas
$419K – – –
SFG
1820
Sunburst Financial Group
Alabama
$416K – – –
BWP
1821
BSW Wealth Partners
Colorado
$416K +$23.4K +75 +6%
LC
1822
Lindbrook Capital
California
$416K +$40.2K +129 +11%
SAM
1823
Shone Asset Management
California
$414K -$42.2K -130 -9%
SC
1824
Sepio Capital
Utah
$411K +$411K +1,318 New
TCM
1825
Telos Capital Management
California
$409K -$31.2K -100 -7%
71 72
73
74 75