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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 %
BHWM
2151
Bay Harbor Wealth Management
Maryland
$62K +$4.38K +14 +8%
AW
2152
Avion Wealth
Texas
$60K – – –
SIS
2153
Sound Income Strategies
Florida
$60K +$1.87K +6 +3%
CHA
2154
Carmichael Hill & Associates
Maryland
$58K +$314 +1 +0.5%
MWP
2155
Meridian Wealth Partners
Pennsylvania
$56K +$5.91K +19 +12%
DI
2156
Disciplined Investments
Oklahoma
$55K – – –
ARMC
2157
American Research & Management Company
Massachusetts
$51K +$6.3K +20 +14%
ME
2158
McIlrath & Eck
Washington
$49K +$5.31K +17 +12%
HI
2159
Hudock Inc
Pennsylvania
$49K +$23.9K +78 +95%
SXL
2160
Summit X LLC
Missouri
$48.9K +$8.19K +1,264 +20%
GG
2161
Gleason Group
Kentucky
$47K +$313 +1 +0.7%
HWM
2162
Holloway Wealth Management
Florida
$46K -$26K – –
Millennium Management
2163
Millennium Management
New York
$45.7K +$42.7K +136,967 +1,401%
CYG
2164
Clean Yield Group
Vermont
$45K +$12.5K +40 +38%
HL
2165
Harding Loevner
New Jersey
$41K -$4.17M -13,529 -99%
WOC
2166
West Oak Capital
California
$41K -$21.8K -69 -35%
DAM
2167
Delta Asset Management
Tennessee
$41K -$7.57K -24 -16%
O
2168
Ossiam
France
$39K +$11.6K +37 +43%
ONST
2169
Old North State Trust
North Carolina
$39K +$39K +125 New
LAS
2170
Lloyd Advisory Services
Georgia
$38K -$2.78K -9 -7%
HDIM
2171
Hanson & Doremus Investment Management
Vermont
$37K – – –
KC
2172
Knuff & Co
California
$36K +$31.3K +100 +667%
PCFFS
2173
Pacific Center for Financial Services
California
$35K – – –
AIC
2174
Archer Investment Corporation
Indiana
$34K – – –
FRA
2175
Front Row Advisors
California
$33K +$24.5K +72 +288%
85 86
87
88 89