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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 %
HT
701
Heritage Trust
Oklahoma
$9.7M -$141K -379 -1%
RGI
702
River Global Investors
United Kingdom
$9.67M -$475K -1,276 -5%
PAS
703
Park Avenue Securities
New York
$9.66M +$1.01M +2,721 +12%
PP
704
Paloma Partners
Connecticut
$9.61M +$8.8M +23,639 +1,075%
FCBT
705
First Citizens Bank & Trust
North Carolina
$9.54M -$415K -1,115 -4%
UR
706
USCA RIA
Texas
$9.52M +$5.2M +13,971 +120%
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.48M -$432K -1,162 -4%
DLCIG
708
D.L. Carlson Investment Group
New Hampshire
$9.48M -$551K -1,481 -5%
RIM
709
Redpoint Investment Management
Australia
$9.42M -$24.6K -66 -0.3%
QIM
710
Quantitative Investment Management
Virginia
$9.35M -$1.11M -2,975 -11%
PAM
711
Premier Asset Management
Illinois
$9.29M +$750K +2,017 +9%
BRCM
712
Bright Rock Capital Management
Massachusetts
$9.28M +$9.28M +24,938 New
WS
713
Wedbush Securities
California
$9.26M +$1.18M +3,172 +15%
SLI
714
Sumitomo Life Insurance
Japan
$9.22M -$583K -1,566 -6%
BCV
715
Banque Cantonale Vaudoise
Switzerland
$9.18M -$1.1M -2,966 -11%
CK
716
Cohen Klingenstein
New York
$9.12M – – –
HCM
717
Highlander Capital Management
New Jersey
$9.09M – – –
DHFB
718
Dixon Hubard Feinour & Brown
Virginia
$9.05M +$437K +1,390 +5%
BWM
719
BerganKDV Wealth Management
Minnesota
$9.01M +$91.5K +246 +1%
QC
720
Quadrature Capital
United Kingdom
$9.01M +$9.01M +24,189 New
MYIA
721
Mount Yale Investment Advisors
Colorado
$8.99M -$410K -1,102 -4%
GAM
722
Gotham Asset Management
New York
$8.98M -$1.01M -2,702 -10%
IA
723
IndexIQ Advisors
New York
$8.91M +$1.15M +3,103 +15%
MSU
724
Mizuho Securities USA
New York
$8.87M +$8.87M +23,846 New
TA
725
TruWealth Advisors
Louisiana
$8.86M +$512K +1,376 +6%
27 28
29
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