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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 %
MS
1826
Maven Securities
Jersey
$409K +$409K +1,310 New
CFA
1827
Capstone Financial Advisors
Illinois
$407K +$1.87K +6 +0.5%
VWA
1828
V Wealth Advisors
Kansas
$405K -$769K -2,469 -66%
BEAM
1829
Baker Ellis Asset Management
Washington
$405K -$12.5K -40 -3%
ACM
1830
Armbruster Capital Management
New York
$405K – – –
CHP
1831
Cable Hill Partners
Oregon
$404K +$95.9K +308 +31%
GW
1832
GW & Wade
Massachusetts
$403K -$31.5K -101 -7%
FIM
1833
Fernwood Investment Management
Massachusetts
$399K – – –
JGIA
1834
Jackson Grant Investment Advisers
Connecticut
$398K +$1.25K +4 +0.3%
DIM
1835
Delta Investment Management
California
$396K -$44.2K -142 -10%
NP
1836
Ninepoint Partners
Ontario, Canada
$396K – – –
PEA
1837
Pacific Edge Advisors
California
$396K – – –
PIA
1838
Perennial Investment Advisors
California
$394K -$5.02K -16 -1%
HIS
1839
Harvest Investment Services
Illinois
$393K -$26.8K -86 -6%
AIM
1840
Alhambra Investment Management
Florida
$393K -$7.17K -23 -2%
TSS
1841
Two Sigma Securities
New York
$393K +$97.3K +312 +33%
BWA
1842
Beam Wealth Advisors
Louisiana
$392K +$9.36K +30 +2%
IIC
1843
Integrated Investment Consultants
Michigan
$391K -$42.8K -137 -10%
PAM
1844
Private Asset Management
California
$391K – – –
ABTD
1845
Arvest Bank Trust Division
Oklahoma
$390K – – –
CF
1846
Centaurus Financial
California
$387K -$46.7K -150 -11%
WCM
1847
WealthBridge Capital Management
Ohio
$387K -$8.1K -26 -2%
WPC
1848
White Pine Capital
Minnesota
$387K – – –
VWA
1849
Visionary Wealth Advisors
Illinois
$387K +$130K +416 +50%
CNC
1850
Citizens & Northern Corp
Pennsylvania
$386K -$1.56K -5 -0.4%
72 73
74
75 76