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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 %
FPS
926
Fieldpoint Private Securities
Connecticut
$5.33M -$383K -1,029 -7%
MCM
927
Murphy Capital Management
New Jersey
$5.32M +$187K +503 +4%
SAM
928
Smithbridge Asset Management
Pennsylvania
$5.32M +$309K +831 +6%
YWP
929
YorkBridge Wealth Partners
New York
$5.31M +$259K +696 +5%
BP
930
Broadleaf Partners
Ohio
$5.31M +$196K +526 +4%
CA
931
Clearstead Advisors
Ohio
$5.28M +$76.6K +206 +1%
NONA
932
Ninety One North America
New York
$5.27M -$156K -419 -3%
SCM
933
Schnieders Capital Management
California
$5.26M +$452K +1,215 +9%
DLG
934
Daniel L. Goodwin
$5.25M – – –
FFA
935
Fragasso Financial Advisors
Pennsylvania
$5.25M +$274K +736 +6%
BFM
936
Boston Financial Management
Massachusetts
$5.25M -$855K -2,299 -14%
ACM
937
Alcosta Capital Management
California
$5.23M -$77.8K -209 -1%
TNB
938
TCF National Bank
South Dakota
$5.23M -$764K -2,054 -13%
Luther King Capital Management (LKCM)
939
Luther King Capital Management (LKCM)
Texas
$5.23M -$66.6K -179 -1%
SH
940
SeaTown Holdings
Singapore
$5.21M -$372K -1,000 -7%
SSB
941
Sandy Spring Bank
Maryland
$5.21M -$78.9K -212 -1%
PI
942
Parkside Investments
Illinois
$5.19M +$188K +505 +4%
MWM
943
Minot Wealth Management
Massachusetts
$5.17M +$353K +950 +7%
HI
944
Handelsinvest Investeringsforvaltning
Denmark
$5.16M +$4.02M +10,800 +353%
Kovitz Investment Group Partners
945
Kovitz Investment Group Partners
Illinois
$5.13M +$692K +1,860 +16%
Qube Research & Technologies (QRT)
946
Qube Research & Technologies (QRT)
United Kingdom
$5.12M -$29.6M -79,622 -85%
FMT
947
First Mercantile Trust
Tennessee
$5.12M +$173K +464 +3%
JFA
948
Johanson Financial Advisors
California
$5.11M +$105K +279 +2%
SFFS
949
Stonehage Fleming Financial Services
Jersey
$5.1M – – –
STB
950
S&T Bank
Pennsylvania
$5.09M +$230K +618 +5%
36 37
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