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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 %
WIC
1051
Woodmont Investment Counsel
Tennessee
$3.95M +$21.2K +57 +0.5%
SIM
1052
Sonora Investment Management
Arizona
$3.9M +$1.12M +3,005 +40%
HIC
1053
Holderness Investments Company
North Carolina
$3.9M -$119K -319 -3%
CG
1054
Caprock Group
Idaho
$3.89M -$318K -856 -8%
KA
1055
Kintegral Advisory
New York
$3.89M – – –
IFAM
1056
Institutional & Family Asset Management
Colorado
$3.89M +$252K +676 +7%
BONST
1057
Bank of Nova Scotia Trust
Ontario, Canada
$3.89M -$86.7K -233 -2%
MPAM
1058
Murphy Pohlad Asset Management
Minnesota
$3.89M +$222K +596 +6%
WCM
1059
Weik Capital Management
Pennsylvania
$3.88M -$5.58K -15 -0.1%
PFS
1060
Prospera Financial Services
Texas
$3.88M -$101K -272 -3%
MCA
1061
Morris Capital Advisors
Pennsylvania
$3.88M -$101K -272 -3%
PA
1062
Parallel Advisors
California
$3.87M +$715K +1,922 +23%
BDF
1063
Balasa Dinverno & Foltz
$3.86M +$330K +888 +9%
MLM
1064
Mount Lucas Management
Pennsylvania
$3.85M +$375K +1,007 +11%
SIG
1065
Sky Investment Group
Connecticut
$3.85M +$20.5K +55 +0.5%
TVWM
1066
Tower View Wealth Management
Wisconsin
$3.82M +$140K +376 +4%
JSMC
1067
Jess S. Morgan & Co
California
$3.82M +$281K +755 +8%
DAC
1068
Dividend Assets Capital
South Carolina
$3.81M +$553K +1,487 +17%
Koshinski Asset Management
1069
Koshinski Asset Management
Illinois
$3.8M +$337K +907 +10%
MC
1070
Moors & Cabot
Massachusetts
$3.79M -$155K -417 -4%
BCB
1071
Brian C. Broderick
$3.79M +$185K +496 +5%
NF
1072
Nikulski Financial
Iowa
$3.78M +$37.2K +100 +1%
BPCA
1073
Bank Pictet & Cie (Asia)
Singapore
$3.78M +$144K +387 +4%
MMPW
1074
Mitchell McLeod Pugh & Williams
Alabama
$3.76M -$87.1K -234 -2%
CCA
1075
Checchi Capital Advisers
California
$3.75M -$23.1K -62 -0.6%
41 42
43
44 45