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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
$11.3B
3
LPC
Lone Pine Capital
Connecticut
$1.23B
4
Ameriprise
Ameriprise
Minnesota
$1.48B
5
Barclays
Barclays
United Kingdom
$667M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$16.3B
2
Capital World Investors
Capital World Investors
California
$11.7B
3
JSP
Jackson Square Partners
California
$97.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$470M
5
State Street
State Street
Massachusetts
$14.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFW
2201
Fusion Family Wealth
New York
$12K -$4.87K -15 -29%
IWP
2202
IAG Wealth Partners
Wisconsin
$12K -$2.92K -9 -20%
HWM
2203
HighMark Wealth Management
Minnesota
$11K – – –
BCM
2204
Bourgeon Capital Management
Connecticut
$11K +$2.59K +8 +31%
CIA
2205
Cascade Investment Advisors
Oregon
$9.35K – – –
LFG
2206
LifePlan Financial Group
Ohio
$9K – – –
DTIM
2207
Danda Trouve Investment Management
Kansas
$9K +$9K +30 New
RCA
2208
Ranch Capital Advisors
Florida
$8K – – –
SMG
2209
Spectrum Management Group
Indiana
$8K +$1.19K +4 +17%
BDWM
2210
Brewin Dolphin Wealth Management
Ireland
$6.86K -$24.3K -78 -78%
TIM
2211
Tortoise Investment Management
New York
$6K -$96.7K -290 -94%
BC
2212
Barnett & Company
Tennessee
$6K -$22.5K -75 -79%
SA
2213
SRH Advisors
Kansas
$6K – – –
LFASL
2214
Lugano Financial Advisors SA (LFA)
Switzerland
$6K – – –
PK
2215
Pflug Koory
Nebraska
$6K – – –
CAM
2216
Costello Asset Management
Pennsylvania
$6K +$3K +10 +100%
SWM
2217
Selective Wealth Management
Virginia
$5K -$31.5K -107 -86%
HS
2218
Horan Securities
United States
$5K – – –
JWA
2219
JFS Wealth Advisors
Pennsylvania
$4K – – –
PWM
2220
Provident Wealth Management
Tennessee
$4K +$4K +12 New
Koshinski Asset Management
2221
Koshinski Asset Management
Illinois
$3.06K +$230 +697 +8%
PFG
2222
Pacific Financial Group
Washington
$3K +$3K +8 New
MFT
2223
Moisand Fitzgerald Tamayo
Florida
$2K -$2K -5 -50%
RG
2224
Retirement Group
California
$2K – – –
BCMIO
2225
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +8 New
87 88
89
90 91