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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 %
LBD
901
Landsberg Bennett & Dubbaneh
Florida
$5.61M -$171K -465 -3%
JAM
902
JCIC Asset Management
Ontario, Canada
$5.61M +$114K +306 +2%
CCP
903
Cunning Capital Partners
North Carolina
$5.58M +$1.79M +4,800 +47%
AIM
904
Anchor Investment Management
South Carolina
$5.58M +$790K +2,122 +16%
AWM
905
Avitas Wealth Management
California
$5.57M -$359K -964 -6%
VC
906
Vestor Capital
Illinois
$5.56M +$137K +367 +3%
JF
907
Jump Financial
Illinois
$5.55M +$5.55M +14,910 New
CCM
908
Coldstream Capital Management
Washington
$5.54M +$19K +51 +0.3%
AWM
909
Apollon Wealth Management
South Carolina
$5.54M +$4.26M +11,455 +334%
ANTB
910
AMG National Trust Bank
Colorado
$5.51M -$6.7K -18 -0.1%
BFPW
911
BOK Financial Private Wealth
Colorado
$5.51M -$3.35K -9 -0.1%
GGI
912
GPM Growth Investors
Michigan
$5.51M +$164K +440 +3%
EWM
913
Executive Wealth Management
Michigan
$5.5M +$4.58M +12,322 +503%
HI
914
Horizon Investments
North Carolina
$5.49M +$5.49M +14,753 New
BEC
915
Blue Edge Capital
Virginia
$5.46M +$175K +471 +3%
IAN
916
Integrated Advisors Network
Texas
$5.45M +$966K +2,597 +22%
IWP
917
Icon Wealth Partners
Texas
$5.43M +$1.91M +5,124 +54%
RCM
918
Riverpark Capital Management
New York
$5.43M +$5.43M +14,586 New
PCTC
919
Perkins Coie Trust Company
Washington
$5.42M +$26.4K +71 +0.5%
GCA
920
Guardian Capital Advisors
Ontario, Canada
$5.42M +$148K +394 +3%
BFC
921
Blue Fin Capital
Rhode Island
$5.41M +$68.8K +185 +1%
CT
922
Coastline Trust
Rhode Island
$5.4M -$229K -615 -4%
PP
923
Pegasus Partners
Wisconsin
$5.37M -$972K -2,612 -15%
Capital Fund Management (CFM)
924
Capital Fund Management (CFM)
France
$5.35M -$4.21M -11,323 -44%
AIA
925
Affinity Investment Advisors
California
$5.35M -$1.08M -2,906 -17%
35 36
37
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