UNH icon

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 %
NIG
451
NFJ Investment Group
Texas
$25.8M +$25.8M +69,372 New
BSA
452
Braun Stacey Associates
New York
$25.7M +$220K +591 +0.9%
VIMU
453
Veritas Investment Management (UK)
United Kingdom
$25.6M -$16.2M -43,454 -39%
MA
454
MUFG Americas
New York
$25.6M +$650K +1,748 +3%
BC
455
Burney Company
Virginia
$25.6M -$1.41M -3,796 -5%
FT
456
Fiduciary Trust
Massachusetts
$25.5M +$982K +2,638 +4%
HFS
457
Hantz Financial Services
Michigan
$25.5M +$1.1M +2,956 +5%
EMPI
458
Elo Mutual Pension Insurance
Finland
$25.5M +$329K +885 +1%
NEI
459
Northwest & Ethical Investments
Ontario, Canada
$25.4M -$1.71M -4,593 -6%
ACP
460
Ashfield Capital Partners
California
$25.3M -$66.6K -179 -0.3%
RJT
461
Raymond James Trust
Florida
$24.8M +$1.52M +4,074 +6%
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
$24.7M +$4.97M +13,353 +25%
BCM
463
Bowie Capital Management
Texas
$24.6M +$2.23M +6,000 +10%
RIG
464
Roosevelt Investment Group
New York
$24.4M +$626K +1,682 +3%
RMDI
465
R.M. Davis Inc
Maine
$24.3M -$227K -609 -0.9%
CPSAC
466
Chas P. Smith & Associates (CPS)
Florida
$24.3M +$1.33M +3,575 +6%
LWCA
467
Locust Wood Capital Advisers
New York
$24.2M -$244K -656 -1%
CCP
468
Clough Capital Partners
Massachusetts
$24M +$24M +64,600 New
TFM
469
TPI Fund Managers
United Kingdom
$24M +$3.5M +9,416 +17%
AWM
470
AE Wealth Management
Kansas
$23.9M -$3.42M -9,204 -13%
Wealthfront Advisers
471
Wealthfront Advisers
California
$23.6M +$1.18M +3,161 +5%
Lido Advisors
472
Lido Advisors
California
$23.5M +$2.93M +7,877 +14%
GGS
473
Galvin Gaustad & Stein
Arizona
$23.4M +$474K +1,274 +2%
RC
474
RegentAtlantic Capital
New Jersey
$23.4M +$316K +848 +1%
TU
475
TDAM USA
Ontario, Canada
$23.3M -$380K -1,022 -2%
17 18
19
20 21