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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 %
VC
1851
Vicus Capital
Pennsylvania
$386K +$70.5K +226 +22%
TW
1852
Towerpoint Wealth
California
$385K +$27.7K +89 +8%
EPA
1853
Element Pointe Advisors
Florida
$384K – – –
DCM
1854
Dimension Capital Management
Florida
$384K +$2.82K +9 +0.7%
LIA
1855
LBMC Investment Advisors
Tennessee
$384K +$147K +471 +62%
GCP
1856
GSA Capital Partners
United Kingdom
$384K +$384K +1,231 New
LSC
1857
Lesa Sroufe & Co
Washington
$383K -$12.5K -40 -3%
PFG
1858
PAX Financial Group
Texas
$383K +$26.8K +86 +8%
ATC
1859
Adirondack Trust Company
New York
$382K – – –
FC
1860
Financial Consulate
Maryland
$381K +$624 +2 +0.2%
KFA
1861
Krane Funds Advisors
New York
$378K -$29.9K -96 -7%
FPCP
1862
Fort Point Capital Partners
California
$375K -$37.7K -121 -9%
FMW
1863
Farr Miller & Washington
District of Columbia
$375K – – –
NEAM
1864
New England Asset Management
Connecticut
$374K – – –
OPA
1865
Old Port Advisors
Maine
$374K +$34.9K +112 +10%
PCMC
1866
Paragon Capital Management (Colorado)
Colorado
$374K +$374K +1,200 New
PIMG
1867
Patriot Investment Management Group
Tennessee
$371K -$25.5K -82 -6%
DMC
1868
Drexel Morgan & Co
Pennsylvania
$368K -$81.2K -260 -18%
PFA
1869
Pathway Financial Advisors
Vermont
$367K – – –
FCFC
1870
First Citizens Financial Corp
Iowa
$365K – – –
MFG
1871
Merit Financial Group
Georgia
$365K +$46.8K +150 +15%
EHC
1872
Everett Harris & Co
California
$363K – – –
DA
1873
Dillon & Associates
Michigan
$362K +$19K +61 +6%
RE
1874
RBC Europe
United Kingdom
$360K +$52.4K +168 +17%
MA
1875
MANA Advisors
New York
$360K +$59.2K +190 +20%
73 74
75
76 77