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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 %
ORI
576
Oak Ridge Investments
Illinois
$14.8M +$68.1K +183 +0.5%
OA
577
Oxbow Advisors
Texas
$14.7M +$3.58M +9,623 +32%
VW
578
Vantage Wealth
California
$14.7M +$70.7K +190 +0.5%
CWM
579
Calamos Wealth Management
Illinois
$14.6M +$449K +1,207 +3%
SPC
580
Stewart & Patten Company
California
$14.6M -$194K -521 -1%
Cetera Investment Advisers
581
Cetera Investment Advisers
Illinois
$14.6M -$1.55M -4,162 -10%
BWFA
582
Baltimore-Washington Financial Advisors
Maryland
$14.5M +$391K +1,050 +3%
BOTW
583
Bank of the West
California
$14.3M -$2.72M -7,319 -16%
PAIM
584
Punch & Associates Investment Management
Minnesota
$14.3M – – –
NW
585
NewEdge Wealth
Pennsylvania
$14.2M +$10.1M +27,076 +243%
ANBT
586
American National Bank & Trust
Texas
$14.2M +$373K +1,003 +3%
KCP
587
KDI Capital Partners
North Carolina
$14.2M +$2.77M +7,458 +24%
CIA
588
CCM Investment Advisers
South Carolina
$14.1M -$104K -279 -0.7%
JA
589
JLB & Associates
Michigan
$14.1M -$41.3K -111 -0.3%
EOJOAM
590
E. Ohman J:or Asset Management
Sweden
$14M -$1.08M -2,900 -7%
EGA
591
Eagle Global Advisors
Texas
$14M -$199K -534 -1%
BRWA
592
B. Riley Wealth Advisors
Florida
$14M +$2.28M +6,156 +19%
YIA
593
YHB Investment Advisors
Connecticut
$13.8M -$27.8K -71 -0.2%
SFI
594
Siemens Fonds Invest
Germany
$13.8M +$1.69M +4,548 +14%
PAM
595
Palisade Asset Management
Minnesota
$13.7M +$69.2K +186 +0.5%
AR
596
Advisory Research
Illinois
$13.7M -$10.1M -27,091 -42%
BIAS
597
Beacon Investment Advisory Services
New Jersey
$13.7M +$271K +727 +2%
WTB
598
Washington Trust Bank
Washington
$13.6M +$313K +841 +2%
BFA
599
Bragg Financial Advisors
North Carolina
$13.6M +$160K +431 +1%
VCM
600
Violich Capital Management
California
$13.5M +$309K +830 +2%
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