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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 %
MA
1076
Mutual Advisors
Nebraska
$3.75M +$75.5K +203 +2%
PIMJS
1077
PKO Investment Management Joint-Stock
Poland
$3.74M +$1.17M +3,139 +45%
MIC
1078
MU Investments Company
Japan
$3.73M -$1.31M -3,520 -26%
UOC
1079
UBS O'Connor
Illinois
$3.72M -$2.98M -8,000 -44%
TA
1080
Tamarack Advisers
California
$3.72M +$3.72M +10,000 New
MCP
1081
Mirador Capital Partners
California
$3.72M +$197K +530 +6%
BAM
1082
Berkshire Asset Management
Pennsylvania
$3.7M -$1.53M -4,119 -29%
MGIA
1083
Moneta Group Investment Advisors
Missouri
$3.7M +$588K +1,581 +19%
SFA
1084
Souders Financial Advisors
Ohio
$3.7M -$464K -1,247 -11%
BDFN
1085
Bond & Devick Financial Network
Minnesota
$3.69M -$8.19K -22 -0.2%
IB
1086
Intrust Bank
Kansas
$3.67M -$130K -350 -3%
DBG
1087
De Burlo Group
Massachusetts
$3.67M -$37.2K -100 -1%
CGL
1088
Clarius Group LLC
Washington
$3.66M +$334K +899 +10%
ACM
1089
Advisors Capital Management
New Jersey
$3.65M -$490K -1,317 -12%
EFS
1090
Essex Financial Services
Connecticut
$3.64M -$334K -898 -8%
KCM
1091
Karp Capital Management
California
$3.61M +$546K +1,468 +18%
FP
1092
Financial Perspectives
Minnesota
$3.6M +$3.59M +1,335,941 +45,440%
PSB
1093
Piscataqua Savings Bank
New Hampshire
$3.59M +$3.59M +9,659 New
NIM
1094
Nicollet Investment Management
Minnesota
$3.59M -$1.49K -4 -0%
RIM
1095
Regent Investment Management
Kentucky
$3.58M -$20.5K -55 -0.6%
CWM
1096
CMH Wealth Management
New Hampshire
$3.58M +$131K +353 +4%
TBA
1097
Tower Bridge Advisors
Pennsylvania
$3.55M +$694K +1,865 +24%
FWM
1098
Fairhaven Wealth Management
Illinois
$3.54M +$510K +1,370 +17%
IHL
1099
Investment House LLC
California
$3.54M -$104K -280 -3%
OCM
1100
Orleans Capital Management
Louisiana
$3.54M +$18.6K +50 +0.5%
42 43
44
45 46