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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 %
LOPW
826
Live Oak Private Wealth
North Carolina
$6.71M +$173K +464 +3%
TW
827
Transform Wealth
Colorado
$6.71M +$154K +413 +2%
CCT
828
Chemung Canal Trust
New York
$6.66M +$115K +308 +2%
EAM
829
EULAV Asset Management
Florida
$6.63M – – –
CCP
830
Corient Capital Partners
California
$6.61M +$309K +831 +5%
SP
831
Symmetry Partners
Connecticut
$6.6M +$4.09K +11 +0.1%
WAM
832
Weatherly Asset Management
California
$6.57M +$70.7K +190 +1%
CNBTD
833
Citizens National Bank Trust Department
Mississippi
$6.56M -$136K -365 -2%
CA
834
Cetera Advisors
Colorado
$6.55M +$578K +1,553 +10%
SAM
835
Synergy Asset Management
Washington
$6.52M +$6.52M +17,530 New
ELI
836
Empire Life Investments
Ontario, Canada
$6.51M -$202K -543 -3%
SFS
837
Sowell Financial Services
Arkansas
$6.47M -$57.7K -139 -0.9%
EI
838
Ethic Inc
New York
$6.45M +$1.88M +5,050 +41%
TFA
839
Toth Financial Advisory
Virginia
$6.42M +$196K +527 +3%
UTC
840
Unified Trust Company
Kentucky
$6.42M +$56.9K +153 +0.9%
BSW
841
Buckingham Strategic Wealth
Missouri
$6.4M -$65.5K -176 -1%
MWM
842
Meridian Wealth Management
Kentucky
$6.39M -$553K -1,486 -8%
SC
843
Stolper & Co
Oklahoma
$6.35M +$48K +129 +0.8%
EP
844
Eudaimonia Partners
Tennessee
$6.35M -$410K -1,103 -6%
CIS
845
Connors Investor Services
Pennsylvania
$6.33M +$4.26M +11,455 +206%
GVAG
846
Great Valley Advisor Group
Delaware
$6.33M +$178K +478 +3%
OIA
847
Optimum Investment Advisors
Illinois
$6.31M -$77K -207 -1%
OSAM
848
O'Shaughnessy Asset Management
Connecticut
$6.31M +$1.35M +3,632 +27%
CI
849
CX Institutional
Indiana
$6.28M -$2.44M -6,561 -28%
AF
850
Arrow Financial
New York
$6.25M +$49.9K +134 +0.8%
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