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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 %
HNW
951
High Note Wealth
Minnesota
$5.08M +$281K +755 +6%
Credit Agricole
952
Credit Agricole
France
$5.08M -$1.51M -4,055 -23%
SSA
953
Schonfeld Strategic Advisors
New York
$5.07M -$4.12M -11,067 -45%
GWM
954
Geneos Wealth Management
Colorado
$5.07M -$798K -2,002 -14%
S
955
SignatureFD
Georgia
$5.07M +$245K +659 +5%
FIB
956
First Interstate Bancsystem
Montana
$5.07M +$5.07M +13,614 New
TH
957
TCTC Holdings
Texas
$5.04M -$56.6K -152 -1%
DWA
958
Douglass Winthrop Advisors
New York
$5.04M -$1.12M -3,021 -18%
CIG
959
Consolidated Investment Group
Colorado
$5.02M +$707K +1,900 +16%
HEIP
960
Hudson Edge Investment Partners
New Jersey
$5M +$781K +2,100 +19%
AIM
961
Acropolis Investment Management
Missouri
$4.98M +$23.8K +64 +0.5%
MWM
962
Madison Wealth Management
Ohio
$4.98M +$125K +335 +3%
BB
963
Busey Bank
Illinois
$4.97M +$372 +1 +0%
RIM
964
Reliant Investment Management
Tennessee
$4.96M +$94.9K +255 +2%
EAMA
965
EFG Asset Management (Americas)
Florida
$4.94M +$1.8M +4,831 +58%
CPA
966
Capital Planning Advisors
California
$4.94M -$352K -945 -7%
SCM
967
Shelton Capital Management
Colorado
$4.92M -$2.52M -6,778 -34%
NB
968
NBT Bank
New York
$4.92M -$281K -755 -5%
BI
969
Ballast Inc
Kentucky
$4.88M +$83.7K +225 +2%
CBTWT
970
Community Bank & Trust (Waco, Texas)
Texas
$4.86M +$17.1K +46 +0.4%
HIS
971
Horizon Investment Services
Indiana
$4.85M -$75.5K -203 -2%
AWM
972
Altium Wealth Management
New York
$4.85M +$49.5K +133 +1%
VCWA
973
Vanguard Capital Wealth Advisors
Colorado
$4.83M +$15K +41 +0.3%
HIM
974
Hotaling Investment Management
Pennsylvania
$4.83M +$38K +102 +0.8%
BIMC
975
Benson Investment Management Company
Virginia
$4.83M -$25.3K -68 -0.5%
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