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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 %
EDRH
551
Edmond de Rothschild Holding
Switzerland
$16.6M +$100K +269 +0.6%
QIM
552
Quest Investment Management
Oregon
$16.6M -$1.98M -5,333 -11%
FCH
553
Freestone Capital Holdings
Washington
$16.5M +$1.1M +2,945 +7%
NCM
554
Novare Capital Management
North Carolina
$16.4M +$808K +2,173 +5%
AHB
555
Abner Herrman & Brock
New Jersey
$16.4M -$257K -691 -2%
LSV Asset Management
556
LSV Asset Management
Illinois
$16.3M -$5.15M -13,850 -24%
LMIM
557
Lockheed Martin Investment Management
Maryland
$16.2M -$1.18M -3,180 -7%
CFG
558
Citizens Financial Group
Rhode Island
$16.2M +$83.7K +225 +0.5%
TIP
559
Torray Investment Partners
Maryland
$16.2M -$3.35K -9 -0%
DY
560
Dowling & Yahnke
California
$16.1M -$82.2K -221 -0.5%
MC
561
Middleton & Co
Massachusetts
$16.1M -$380K -1,020 -2%
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$16.1M +$2.87M +7,716 +22%
FBA
563
Front Barnett Associates
Illinois
$16.1M +$1.15M +3,092 +8%
PP
564
Patten & Patten
Tennessee
$16M +$78.9K +212 +0.5%
NMIMC
565
Northwestern Mutual Investment Management Company
Wisconsin
$15.9M -$3.43M -9,215 -18%
BCM
566
BTR Capital Management
California
$15.9M +$1.24M +3,324 +8%
CGH
567
Crossmark Global Holdings
Texas
$15.7M -$108K -291 -0.7%
SCA
568
Stillwater Capital Advisors
Pennsylvania
$15.7M -$32K -86 -0.2%
HFS
569
Haverford Financial Services
Pennsylvania
$15.6M -$59.9K -161 -0.4%
VFA
570
Voya Financial Advisors
Connecticut
$15.3M +$890K +2,383 +6%
HW
571
Hancock Whitney
Mississippi
$15.3M -$1.98M -5,310 -11%
FNBT
572
FineMark National Bank & Trust
Florida
$15.3M +$72.9K +196 +0.5%
HTHT
573
Hemenway Trust Hemenway Trust
New Hampshire
$15M +$1M +2,700 +7%
CIS
574
Capital International Sarl
California
$15M +$2.12M +5,696 +16%
CCMIC
575
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.9M +$2.6M +6,986 +21%
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