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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 %
SPC
751
Sigma Planning Corp
Michigan
$8.26M +$327K +880 +4%
SCA
752
Spearhead Capital Advisors
Florida
$8.25M +$569K +1,530 +7%
TAM
753
Tocqueville Asset Management
New York
$8.24M -$7.41M -19,915 -47%
GFA
754
Gifford Fong Associates
California
$8.19M – – –
OCM
755
Olstein Capital Management
New York
$8.19M +$2.23M +6,000 +38%
LIM
756
Leavell Investment Management
Alabama
$8.17M -$55.8K -150 -0.7%
GT
757
Glenview Trust
Kentucky
$8.16M +$384K +1,032 +5%
CU
758
CQS (US)
New York
$8.09M -$1.57M -4,221 -16%
BCM
759
BTC Capital Management
Iowa
$8.08M +$554K +1,488 +7%
EWA
760
Exencial Wealth Advisors
Oklahoma
$8.06M +$148K +398 +2%
SBL
761
Sargent Bickham Lagudis
Colorado
$8.06M -$12.3K -33 -0.2%
FC
762
Fulcrum Capital
Washington
$8.01M +$171K +460 +2%
RCM
763
RNC Capital Management
California
$7.97M +$167K +449 +2%
DIA
764
Dana Investment Advisors
Wisconsin
$7.94M -$24M -64,553 -75%
BFEC
765
Benjamin F. Edwards & Company
Missouri
$7.93M +$1.58M +4,248 +25%
CBB
766
Citizens Business Bank
California
$7.91M +$182K +489 +2%
ECM
767
Everence Capital Management
Indiana
$7.89M – – –
DJSG
768
D.J. St. Germain
Massachusetts
$7.86M – – –
ECM
769
Estabrook Capital Management
New York
$7.84M -$339K -911 -4%
M
770
MOTCO
Texas
$7.68M -$87.8K -236 -1%
GP
771
Greenline Partners
New York
$7.68M +$378K +1,017 +5%
PIM
772
Penobscot Investment Management
Massachusetts
$7.65M -$26K -70 -0.3%
EW
773
Evoke Wealth
California
$7.64M +$7.23M +19,427 +1,738%
GIP
774
Granite Investment Partners
California
$7.64M +$199K +535 +3%
LIA
775
LS Investment Advisors
Michigan
$7.63M -$419K -1,126 -5%
29 30
31
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