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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 %
TPM
1101
Triasima Portfolio Management
Quebec, Canada
$3.53M +$958K +2,575 +37%
CWM
1102
Connecticut Wealth Management
Connecticut
$3.52M -$318K -854 -8%
CT
1103
Chicago Trust
Illinois
$3.51M -$352K -946 -9%
CCG
1104
Chatham Capital Group
Georgia
$3.51M -$272K -730 -7%
VNA
1105
Valley National Advisers
Pennsylvania
$3.5M -$63.3K -170 -2%
Primecap Management
1106
Primecap Management
California
$3.5M +$223K +600 +7%
WFI
1107
West Family Investments
California
$3.48M +$23.8K +64 +0.7%
WPW
1108
Waldron Private Wealth
Pennsylvania
$3.46M +$118K +318 +4%
CAM
1109
Covenant Asset Management
New Jersey
$3.44M +$68.8K +185 +2%
OA
1110
Oak Associates
Ohio
$3.44M – – –
UAM
1111
Unison Asset Management
Florida
$3.44M – – –
CAM
1112
Cypress Asset Management
Texas
$3.41M – – –
EF
1113
Empirical Finance
Pennsylvania
$3.41M – – –
SIM
1114
Sentry Investment Management
Wisconsin
$3.4M -$19.1M -51,219 -85%
CCG
1115
Cypress Capital Group
Florida
$3.39M -$270K -727 -7%
FMB
1116
Field & Main Bank
Kentucky
$3.37M -$214K -575 -6%
CCM
1117
Cox Capital Management
Massachusetts
$3.37M -$53.2K -143 -2%
ADL
1118
Asset Dedication LLC
California
$3.36M -$650K -1,755 -16%
WPP
1119
Whalerock Point Partners
Rhode Island
$3.36M -$167K -450 -5%
MLL
1120
Moody Lynn & Lieberson
Massachusetts
$3.33M +$30.9K +83 +0.9%
BP
1121
Ballentine Partners
Massachusetts
$3.33M -$49.5K -133 -1%
RFA
1122
Reilly Financial Advisors
California
$3.33M -$51.7K -139 -2%
TFS
1123
Thoroughbred Financial Services
Tennessee
$3.32M +$249K +670 +8%
LA
1124
LexAurum Advisors
Kansas
$3.31M +$79.6K +214 +2%
BTWM
1125
Baker Tilly Wealth Management
Wisconsin
$3.3M +$906K +2,434 +38%
43 44
45
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