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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 %
ACM
876
Ayrshire Capital Management
Connecticut
$5.94M +$86K +231 +1%
KPCM
877
Kings Point Capital Management
New York
$5.94M +$5.58M +15,001 +1,572%
SC
878
Scholtz & Company
Connecticut
$5.92M +$165K +443 +3%
MPM
879
Meritage Portfolio Management
Kansas
$5.91M +$955K +2,566 +19%
ET
880
Equitable Trust
Tennessee
$5.89M -$451K -1,212 -7%
ERWM
881
Elk River Wealth Management
Colorado
$5.89M +$440K +1,182 +8%
MMG
882
Monetary Management Group
Missouri
$5.88M -$428K -1,150 -7%
CCFCSB
883
Cape Cod Five Cents Savings Bank
Massachusetts
$5.88M +$185K +496 +3%
RCP
884
Rothschild Capital Partners
New York
$5.84M -$17.9K -48 -0.3%
MS
885
Marshall & Sullivan
Washington
$5.82M +$3.81M +10,245 +190%
ROC
886
Running Oak Capital
Minnesota
$5.81M +$191K +514 +3%
AC
887
Arjuna Capital
North Carolina
$5.8M +$195K +523 +3%
VPIM
888
Vanguard Personalized Indexing Management
California
$5.76M +$1.43M +3,836 +33%
ASA
889
Armstrong Shaw Associates
Connecticut
$5.74M -$50.2K -135 -0.9%
TIM
890
Thompson Investment Management
Wisconsin
$5.74M +$2.49M +6,685 +77%
ATPW
891
Ashton Thomas Private Wealth
Arizona
$5.73M +$772K +2,076 +16%
ECM
892
Evergreen Capital Management
Washington
$5.71M +$180K +484 +3%
HCA
893
Harbour Capital Advisors
Virginia
$5.7M +$51.3K +138 +0.9%
S
894
SimplyRich
California
$5.69M -$36.1K -97 -0.6%
IA
895
Icon Advisers
Colorado
$5.66M -$2.34M -6,300 -29%
SAM
896
Silvercrest Asset Management
New York
$5.66M +$1.05M +2,814 +23%
PS
897
Pensionfund Sabic
Netherlands
$5.66M -$744K -2,000 -12%
MAFM
898
Mid Atlantic Financial Management
Pennsylvania
$5.65M -$123K -330 -2%
HSA
899
HBK Sorce Advisory
Pennsylvania
$5.64M -$36.1K -97 -0.6%
KIA
900
KCM Investment Advisors
California
$5.63M +$1.01M +2,704 +22%
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