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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 %
BPB
501
Badgley, Phelps & Bell
Washington
$20.6M -$1.11M -2,984 -5%
SW
502
SVB Wealth
Massachusetts
$20.6M +$3.2M +8,597 +18%
RC
503
RBF Capital
California
$20.5M – – –
ACM
504
Azimuth Capital Management
Michigan
$20.3M -$332K -893 -2%
OC
505
Oppenheimer & Co
New York
$20.2M -$126K -338 -0.6%
SAI
506
Systematic Alpha Investments
New Jersey
$20.1M – – –
FNT
507
First National Trust
Pennsylvania
$20M +$1.17M +3,140 +6%
NPPM
508
North Point Portfolio Managers
Ohio
$19.9M -$249K -669 -1%
AAM
509
Advisors Asset Management
Colorado
$19.9M -$987K -2,654 -5%
SWM
510
Spire Wealth Management
Virginia
$19.5M +$19.5M +52,989 New
FFA
511
First Foundation Advisors
California
$19.5M +$1.78M +4,779 +10%
HWA
512
Heritage Wealth Advisors
Virginia
$19.4M +$2.12M +5,690 +12%
Pacer Advisors
513
Pacer Advisors
Pennsylvania
$19.3M -$1.7M -4,577 -8%
MIM
514
Marco Investment Management
Georgia
$19.1M -$372K -1,000 -2%
DOA
515
D'Orazio & Associates
Virginia
$19.1M – – –
CCM
516
Cohen Capital Management
California
$19.1M -$18.6K -50 -0.1%
PP
517
Palladium Partners
Virginia
$19.1M +$363K +975 +2%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.9M – – –
TC
519
TownSquare Capital
Utah
$18.9M +$1.18M +3,177 +7%
Wolverine Trading
520
Wolverine Trading
Illinois
$18.8M +$11.5M +30,749 +156%
CA
521
Callahan Advisors
Texas
$18.8M -$7.81K -21 -0%
EARNEST Partners
522
EARNEST Partners
Georgia
$18.8M -$1.65M -4,446 -8%
ONB
523
Old National Bancorp
Indiana
$18.8M -$430K -1,157 -2%
SFM
524
Stack Financial Management
Montana
$18.8M +$40.9K +110 +0.2%
TTWM
525
TCV Trust & Wealth Management
Virginia
$18.6M -$205K -552 -1%
19 20
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