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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 %
FMBTD
851
First Midwest Bank Trust Division
Illinois
$6.22M -$71.4K -192 -1%
PAG
852
Private Advisory Group
Washington
$6.2M +$499K +1,340 +9%
GC
853
Guardian Capital
Ontario, Canada
$6.18M +$1.64M +4,421 +36%
RC
854
Roundview Capital
New Jersey
$6.17M +$62.5K +168 +1%
LCC
855
Lincoln Capital Corp
Rhode Island
$6.17M +$1.02M +2,747 +20%
MCM
856
Mattern Capital Management
Colorado
$6.16M +$97.5K +262 +2%
AC
857
Alexandria Capital
Virginia
$6.16M -$20.8K -56 -0.3%
PBT
858
Pictet Bank & Trust
Bahamas
$6.14M – – –
P
859
Pitcairn
Pennsylvania
$6.13M +$353K +950 +6%
WC
860
Winmill & Co
New York
$6.13M – – –
ST
861
Spinnaker Trust
Maine
$6.12M +$99.3K +267 +2%
APSI
862
Asset Planning Services Inc
Louisiana
$6.11M -$167K -450 -3%
DCM
863
Decatur Capital Management
Georgia
$6.1M -$5.54M -14,900 -48%
MSWM
864
Mader & Shannon Wealth Management
Missouri
$6.09M +$4.33M +11,644 +246%
LCM
865
Liberty Capital Management
Michigan
$6.07M +$32.7K +88 +0.5%
ECML
866
Eagle Capital Management (Louisiana)
Louisiana
$6.05M +$86.3K +232 +1%
AAS
867
Avantax Advisory Services
Texas
$6.04M -$58.8K -158 -1%
RBA
868
Richard Bernstein Advisors
New York
$6.04M -$5.23M -14,057 -46%
WIS
869
Wright Investors Service
Connecticut
$6.02M +$890K +2,391 +17%
WP
870
Woodline Partners
California
$6.02M -$13.4M -35,888 -69%
SCM
871
SOL Capital Management
Maryland
$6M -$100K -269 -2%
GIA
872
GHP Investment Advisors
Colorado
$5.97M -$96.7K -260 -2%
AAM
873
Autus Asset Management
Arizona
$5.95M +$4.24M +11,391 +248%
SIC
874
Sigma Investment Counselors
Michigan
$5.95M -$2.44M -6,565 -29%
MCWS
875
McKinley Carter Wealth Services
West Virginia
$5.94M +$279K +749 +5%
33 34
35
36 37