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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 %
BBL
1951
Beck Bode LLC
Massachusetts
$287K -$8.72K -28 -3%
B
1952
Brightworth
Georgia
$287K +$287K +920 New
GIA
1953
Guyasuta Investment Advisors
Pennsylvania
$286K +$46.8K +150 +20%
OR
1954
Olympiad Research
Connecticut
$286K +$286K +917 New
FTC
1955
Farmers Trust Company
Ohio
$285K -$7.81K -25 -3%
TWA
1956
TCI Wealth Advisors
Arizona
$285K +$5K +16 +2%
GCM
1957
Gladius Capital Management
Illinois
$285K +$285K +911 New
BFO
1958
Biltmore Family Office
North Carolina
$283K – – –
PO
1959
Private Ocean
California
$282K +$12.8K +41 +5%
MCM
1960
McRae Capital Management
New Jersey
$281K – – –
FNBOSM
1961
First National Bank of South Miami
Florida
$281K +$86.2K +276 +44%
RHFI
1962
Reilly Herbert Faulkner III
$279K – – –
RBFC
1963
Roman Butler Fullerton & Co
Missouri
$277K -$6.87K -22 -2%
BFC
1964
Bedel Financial Consulting
Indiana
$276K +$2.19K +7 +0.8%
TCM
1965
Teza Capital Management
Illinois
$274K -$1.42M -4,566 -84%
GFPC
1966
Global Financial Private Client
Florida
$274K -$1.88K -6 -0.7%
SFG
1967
Summit Financial Group
West Virginia
$273K – – –
MFW
1968
Mosaic Family Wealth
Missouri
$273K +$3.74K +12 +1%
LWM
1969
Liberty Wealth Management
California
$272K -$33.7K -108 -11%
SFSG
1970
Stearns Financial Services Group
North Carolina
$271K -$3.74K -12 -1%
ZIC
1971
ZWJ Investment Counsel
Georgia
$271K +$31.2K +100 +13%
IF
1972
IRON Financial
Illinois
$270K -$146K -467 -35%
WAP
1973
Wealthcare Advisory Partners
Pennsylvania
$270K +$312 +1 +0.1%
SIM
1974
Sonora Investment Management
Arizona
$270K +$8.11K +26 +3%
WAG
1975
Winthrop Advisory Group
Massachusetts
$269K -$1.25K -4 -0.5%
77 78
79
80 81