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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 %
CCM
776
Copeland Capital Management
Pennsylvania
$7.63M -$35.3K -95 -0.5%
CFG
777
Cambridge Financial Group
Ohio
$7.61M +$9.3K +25 +0.1%
GWM
778
Greenwich Wealth Management
Connecticut
$7.6M +$22K +59 +0.3%
KFP
779
KMG Fiduciary Partners
Ohio
$7.57M +$644K +1,730 +9%
MFAM
780
Motley Fool Asset Management
Virginia
$7.55M -$385K -1,035 -5%
Squarepoint
781
Squarepoint
New York
$7.54M -$38.6M -103,862 -84%
CIA
782
Covington Investment Advisors
Pennsylvania
$7.53M -$2.98M -8,007 -28%
BRWM
783
B. Riley Wealth Management
Tennessee
$7.52M +$376K +1,011 +5%
HB
784
Homrich & Berg
Georgia
$7.5M +$442K +1,188 +6%
SCM
785
Silvant Capital Management
Georgia
$7.49M -$199K -535 -3%
GCM
786
Gabalex Capital Management
New York
$7.44M -$1.31M -3,514 -15%
CGFI
787
Cypress Growth Fund III
California
$7.44M – – –
SGH
788
Sivik Global Healthcare
Connecticut
$7.44M – – –
FHB
789
First Hawaiian Bank
Hawaii
$7.44M +$229K +616 +3%
JIC
790
Johnson Investment Counsel
Ohio
$7.41M +$1.22M +3,290 +20%
PFM
791
Parsec Financial Management
North Carolina
$7.37M -$209K -561 -3%
IC
792
IEQ Capital
California
$7.35M +$7.35M +19,763 New
SNB
793
Security National Bank
Nebraska
$7.31M +$259K +697 +4%
SMFG
794
Sumitomo Mitsui Financial Group
Japan
$7.3M +$1.1M +2,951 +18%
WAM
795
World Asset Management
Michigan
$7.28M -$616K -1,545 -8%
CAM
796
Cozad Asset Management
Illinois
$7.27M -$189K -507 -3%
AAMA
797
Advanced Asset Management Advisors
Ohio
$7.22M – – –
CAM
798
Cubic Asset Management
Massachusetts
$7.21M -$251K -675 -3%
FFN
799
Focus Financial Network
Minnesota
$7.2M -$8.67M -23,290 -55%
EP
800
Edgestream Partners
New Jersey
$7.17M +$7.17M +19,279 New
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