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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 %
GCMG
801
Gyroscope Capital Management Group
Florida
$7.17M -$766K -2,059 -10%
JWM
802
Jackson Wealth Management
Florida
$7.13M +$1.87M +5,029 +36%
CIM
803
Contravisory Investment Management
Massachusetts
$7.12M -$231K -622 -3%
DCP
804
Distillate Capital Partners
Illinois
$7.11M +$1.67M +4,486 +31%
GFG
805
Greystone Financial Group
Michigan
$7.08M +$32.9K +80 +0.5%
CAC
806
Core Alternative Capital
Georgia
$7.07M +$494K +1,329 +8%
CWM
807
Chronos Wealth Management
Florida
$7.04M -$70.7K -190 -1%
FB
808
Fulton Bank
Pennsylvania
$7.01M +$975K +2,621 +16%
OCM
809
Oakwood Capital Management
California
$7.01M +$84.5K +227 +1%
WF
810
WoodTrust Financial
Wisconsin
$7M +$75.9K +204 +1%
NO
811
Ninety One
South Africa
$6.98M +$112K +300 +2%
PFO
812
Pathstone Family Office
New Jersey
$6.97M +$5.59M +15,037 +408%
SBIA
813
Sheaff Brock Investment Advisors
Indiana
$6.96M -$63.6K -171 -0.9%
HCMT
814
Highland Capital Management (Tennessee)
Tennessee
$6.94M -$526K -1,413 -7%
BWA
815
Burt Wealth Advisors
Maryland
$6.92M -$397K -1,067 -5%
SCA
816
Stonebridge Capital Advisors
Minnesota
$6.92M +$147K +395 +2%
MYLI
817
Meiji Yasuda Life Insurance
Japan
$6.9M -$308K -827 -4%
TCBWMS
818
Texas Capital Bank Wealth Management Services
Texas
$6.86M +$600K +1,612 +10%
FMTC
819
Farmers & Merchants Trust Company
California
$6.85M -$125K -337 -2%
KNW
820
Kesler Norman & Wride
Utah
$6.77M +$92.6K +249 +1%
B
821
Barings
North Carolina
$6.76M +$854K +2,296 +14%
PGAM
822
Princeton Global Asset Management
New Jersey
$6.75M +$20.5K +55 +0.3%
AWP
823
Ascent Wealth Partners
New York
$6.75M +$204K +549 +3%
Rafferty Asset Management
824
Rafferty Asset Management
New York
$6.74M +$818K +2,199 +14%
GT
825
Greenleaf Trust
Michigan
$6.72M +$824K +2,215 +14%
31 32
33
34 35