UNH icon

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
$795M
2
Capital International Investors
Capital International Investors
California
$7.03B
3
Lazard Asset Management
Lazard Asset Management
New York
$439M
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
$7.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.7B
3
Capital World Investors
Capital World Investors
California
$12.7B
4
BlackRock
BlackRock
New York
$26.2B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
2476
Capital Advisors Ltd
Ohio
$11K +$11K +29 New
RIM
2477
Ranger Investment Management
Texas
$10K -$741 -2 -7%
AL
2478
ADE LLC
Maryland
$10K – – –
BCM
2479
Bourgeon Capital Management
Connecticut
$10K – – –
SQA
2480
Simon Quick Advisors
New Jersey
$10K – – –
BSG
2481
Black Swift Group
Colorado
$10K +$1.15K +3 +13%
FGAM
2482
Financial Gravity Asset Management
Texas
$9.31K +$1.53K +11 +20%
AWM
2483
Atticus Wealth Management
Florida
$9K – – –
LIM
2484
Longfellow Investment Management
Massachusetts
$8K – – –
CA
2485
Crewe Advisors
Utah
$7K -$5.6K -16 -44%
PK
2486
Pflug Koory
Nebraska
$7K – – –
BC
2487
Barnett & Company
Tennessee
$7K – – –
SA
2488
SRH Advisors
Kansas
$7K – – –
Q
2489
QVR
California
$7K +$7K +19 New
TC
2490
Truvestments Capital
Florida
$6K – – –
SWM
2491
Selective Wealth Management
Virginia
$6K – – –
TF
2492
TimeScale Financial
Massachusetts
$6K +$6K +15 New
BBHC
2493
Brown Brothers Harriman & Co
New York
$5.93K -$108 -291 -2%
WAS
2494
Wealth Advisory Solutions
Indiana
$5K -$1.45K -3,840 -22%
KC
2495
Knuff & Co
California
$5K -$44.2K -115 -90%
RG
2496
Retirement Group
California
$3K – – –
JPLA
2497
Joseph P. Lucia & Associates
New York
$3K +$3K +7 New
ED
2498
Exane Derivatives
France
$2.23K – – –
MFT
2499
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SWM
2500
Sugarloaf Wealth Management
Georgia
$1.96K -$15 -41 -0.8%
98 99
100
101 102