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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 %
HVIA
726
Hudson Valley Investment Advisors
New York
$8.86M +$76.3K +205 +0.9%
BAMCO Inc
727
BAMCO Inc
New York
$8.85M +$2.49M +6,700 +39%
GIM
728
Goelzer Investment Management
Indiana
$8.83M -$1.23M -3,299 -12%
AF
729
Advisornet Financial
Minnesota
$8.82M +$212K +570 +2%
WANY
730
Wealthspire Advisors (New York)
New York
$8.82M +$599K +1,609 +7%
SAM
731
Sectoral Asset Management
Quebec, Canada
$8.8M -$674K -1,812 -7%
MAM
732
Morse Asset Management
Connecticut
$8.8M -$486K -1,306 -5%
AF
733
Alerus Financial
North Dakota
$8.74M -$913K -2,455 -9%
MIA
734
MainStreet Investment Advisors
Illinois
$8.73M -$864K -2,321 -9%
AT
735
Arden Trust
Delaware
$8.7M -$727K -1,953 -8%
PDN
736
Pensionfund DSM Netherlands
Netherlands
$8.67M -$372K -1,000 -4%
FNFDCM
737
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.63M -$79.2K -213 -0.9%
MFM
738
MD Financial Management
Ontario, Canada
$8.62M +$8.62M +23,160 +154,400%
BUB
739
BBVA USA Bancshares
Texas
$8.61M -$341K -917 -4%
CBT
740
Central Bank & Trust
Kentucky
$8.59M +$30.5K +82 +0.4%
FMC
741
First Merchants Corp
Indiana
$8.55M -$55.4K -149 -0.6%
CAM
742
Cresset Asset Management
Illinois
$8.54M +$1.62M +4,350 +23%
LFAS
743
Level Four Advisory Services
Texas
$8.53M +$577K +1,550 +7%
KFS
744
Kurt F. Somerville
$8.52M +$372K +1,000 +5%
APA
745
American Portfolios Advisors
New York
$8.48M +$1.02M +2,750 +14%
PA
746
Profund Advisors
Maryland
$8.45M -$752K -2,022 -8%
SWM
747
Segment Wealth Management
Texas
$8.45M -$439K -1,179 -5%
WCM
748
Wedge Capital Management
North Carolina
$8.41M +$157K +423 +2%
IAA
749
Independent Advisor Alliance
North Carolina
$8.29M +$472K +1,269 +6%
LNWWM
750
Laird Norton Wetherby Wealth Management
California
$8.27M -$277K -744 -3%
28 29
30
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