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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
$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 %
AA
2526
AF Advisors
California
– -$299K -9,647 Closed
PFT
2527
Providence First Trust
Arizona
– -$3.36M -9,568 Closed
SM
2528
Sciencast Management
New Jersey
– -$3.28M -9,215 Closed
SGA
2529
Strategic Global Advisors
California
– -$2.76M -7,865 Closed
AWM
2530
AAF Wealth Management
Massachusetts
– -$2.63M -7,511 Closed
REMPR
2531
Roof Eidam Maycock Peralta (REMP)
California
– -$2.54M -7,250 Closed
OAM
2532
Optimal Asset Management
California
– -$2.53M -7,206 Closed
BCM
2533
Breiter Capital Management
Florida
– -$1.95M -5,562 Closed
OAM
2534
Oak Asset Management
California
– -$1.87M -5,335 Closed
ACM
2535
Ascendant Capital Management
California
– -$1.75M -5,000 Closed
SB
2536
Strategic Blueprint
Georgia
– -$1.72M -4,912 Closed
3LCM
2537
3D/L Capital Management
Connecticut
– -$1.57M -4,530 Closed
BWCS
2538
Beirne Wealth Consulting Services
Connecticut
– -$1.57M -4,472 Closed
OIS
2539
Okabena Investment Services
Minnesota
– -$1.17M -3,345 Closed
PA
2540
Paragon Advisors
Texas
– -$1.08M -3,101 Closed
RA
2541
Rational Advisors
New York
– -$1.05M -3,000 Closed
T
2542
TRUADVICE
Florida
– -$953K -2,863 Closed
BCM
2543
Brasada Capital Management
Texas
– -$910K -2,595 Closed
CWMU
2544
Caliber Wealth Management (Utah)
Utah
– -$891K -2,542 Closed
IECM
2545
Intrinsic Edge Capital Management
Illinois
– -$877K -2,500 Closed
RIA
2546
Regal Investment Advisors
Michigan
– -$875K -2,496 Closed
CAM
2547
Connacht Asset Management
New York
– -$840K -2,394 Closed
AA
2548
AQR Arbitrage
Connecticut
– -$804K -2,322 Closed
BFM
2549
Boothbay Fund Management
New York
– -$812K -2,316 Closed
HPC
2550
Hobart Private Capital
North Carolina
– -$757K -2,158 Closed
100 101
102
103 104