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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 %
CTA
601
Chesley Taft & Associates
Illinois
$13.4M +$149K +402 +1%
WorldQuant Millennium Advisors
602
WorldQuant Millennium Advisors
New York
$13.2M – – –
Kayne Anderson Rudnick Investment Management
603
Kayne Anderson Rudnick Investment Management
California
$13.2M +$413K +1,109 +3%
DT
604
Diversified Trust
Tennessee
$13M -$369K -993 -3%
CA
605
Cullinan Associates
Kentucky
$13M +$96.7K +260 +0.8%
NRS
606
Neville Rodie & Shaw
New York
$13M -$201K -540 -2%
Two Sigma Advisers
607
Two Sigma Advisers
New York
$12.9M -$32.5M -87,300 -72%
ECM
608
ExodusPoint Capital Management
New York
$12.9M +$9.26M +24,890 +255%
CCMD
609
Cypress Capital Management (Delaware)
Delaware
$12.9M -$1.03M -2,765 -7%
AC
610
Allstate Corporation
Illinois
$12.8M +$612K +1,646 +5%
CI
611
Cigna Investments
Connecticut
$12.7M +$322K +865 +3%
DWT
612
Dorsey & Whitney Trust
South Dakota
$12.7M +$1.18M +3,169 +10%
NWM
613
Nicola Wealth Management
British Columbia, Canada
$12.7M -$372K -1,000 -3%
EWA
614
EP Wealth Advisors
California
$12.6M +$11.7M +31,357 +1,276%
SGAM
615
Smith Group Asset Management
Texas
$12.5M +$3.92M +10,544 +46%
V
616
Veritable
Delaware
$12.5M +$45K +121 +0.4%
CS
617
Comerica Securities
Michigan
$12.4M -$450K -1,209 -3%
MCM
618
Makena Capital Management
California
$12.4M +$6.28M +16,885 +102%
MSFP
619
Mark Sheptoff Financial Planning
Connecticut
$12.4M +$1.12K +3 +0%
WTC
620
WhitTier Trust Company
Nevada
$12.4M +$346K +931 +3%
HT
621
HighTower Trust
Texas
$12.4M +$91.5K +246 +0.7%
CSIC
622
Clifford Swan Investment Counsel
California
$12.3M +$1.01M +2,728 +9%
VPI
623
Value Partners Investments
Manitoba, Canada
$12.3M -$506K -1,361 -4%
CAN
624
Cetera Advisor Networks
California
$12.3M +$608K +1,633 +5%
PTB
625
Pioneer Trust Bank
Oregon
$12.2M +$72.6K +195 +0.6%
23 24
25
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