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UnitedHealth
UNH

Overview Fund Activity

2,502 hedge funds and large institutions have $307B invested in UnitedHealth in 2021 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,135 increasing their positions, 900 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,502
Holders Change
+45
Holders Change %
+1.83%
% of All Funds
44.06%
Holding in Top 10
237
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+11.79%
% of All Funds
4.17%
New
174
Increased
1,135
Reduced
900
Closed
105
Calls
$1.86B
Puts
$1.99B
Net Calls
-$133M
Net Calls Change
+$343M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$397M
2
Capital International Investors
Capital International Investors
California
+$387M
3
Lazard Asset Management
Lazard Asset Management
New York
+$285M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$266M
5
HL
Harding Loevner
New Jersey
+$223M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$895M
3
Capital World Investors
Capital World Investors
California
-$434M
4
BlackRock
BlackRock
New York
-$413M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
376
Steward Partners Investment Advisory
New York
$37.7M +$3.02M +8,122 +9%
BCI
377
Brinker Capital Investments
Pennsylvania
$37.1M +$16.6M +44,602 +81%
FA
378
FDx Advisors
Illinois
$37.1M +$1.84M +4,940 +5%
PTC
379
Petrus Trust Company
Texas
$36.8M – – –
CCM
380
Covington Capital Management
California
$36.5M +$69.2K +186 +0.2%
MP
381
MSD Partners
New York
$36.4M +$36.4M +97,866 New
DLA
382
Douglas Lane & Associates
New York
$36.1M -$102K -274 -0.3%
Mercer Global Advisors
383
Mercer Global Advisors
Colorado
$36.1M +$8.94M +24,024 +33%
Mirae Asset Global Investments
384
Mirae Asset Global Investments
South Korea
$35.9M -$14.3M -38,475 -29%
UCFA
385
United Capital Financial Advisors
Texas
$35.7M -$285K -765 -0.8%
USAA
386
United Services Automobile Association
Texas
$35.5M – – –
KAS
387
Kestra Advisory Services
Texas
$35.3M +$7.1M +19,090 +25%
TAM
388
Todd Asset Management
Kentucky
$35.3M -$110K -295 -0.3%
MCM
389
MAI Capital Management
Ohio
$34.5M +$461K +1,239 +1%
CNAM
390
Campbell Newman Asset Management
Wisconsin
$33.8M +$75.9K +204 +0.2%
TMAM
391
Tokio Marine Asset Management
Japan
$32.9M -$16.4K -44 -0%
VCM
392
Vigilant Capital Management
Maine
$32.9M +$879K +2,363 +3%
AAM
393
Auxier Asset Management
Oregon
$32.7M -$44.6K -120 -0.1%
E
394
Ergoteles
New York
$32.6M -$4.32M -11,619 -12%
BAMF
395
BI Asset Management Fondsmaeglerselskab
Denmark
$32.5M +$172K +462 +0.5%
CA
396
Commerzbank Aktiengesellschaft
Germany
$32.2M +$267K +718 +0.8%
IG
397
ING Group
Netherlands
$32.2M -$1.13M -3,045 -3%
RG
398
Renaissance Group
Kentucky
$31.9M -$589K -1,583 -2%
MNBTD
399
Moody National Bank Trust Division
Texas
$31.8M +$24.2K +65 +0.1%
QI
400
QS Investors
New York
$31.8M -$3.54M -9,504 -10%
14 15
16
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