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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 %
OPS
976
Orion Portfolio Solutions
Nebraska
$4.82M +$939K +2,523 +24%
MA
977
Montag & Associates
Georgia
$4.82M +$84.5K +227 +2%
PL
978
Parkwood LLC
Ohio
$4.81M +$4.81M +12,939 New
AI
979
Accredited Investors
Minnesota
$4.81M +$15.6K +42 +0.3%
CIA
980
Capital Investment Advisors
Georgia
$4.8M +$138K +371 +3%
JWCA
981
J.W. Coons Advisors
Ohio
$4.8M -$129K -347 -3%
IWA
982
IBEX Wealth Advisors
New Jersey
$4.8M +$108K +290 +2%
TCOV
983
Trust Company of Vermont
Vermont
$4.79M -$744 -2 -0%
CIC
984
Carnegie Investment Counsel
Ohio
$4.77M -$74.4K -200 -2%
DAS
985
Dynamic Advisor Solutions
Arizona
$4.76M +$352K +947 +8%
SCA
986
Stokes Capital Advisors
South Carolina
$4.72M +$497K +1,335 +12%
HAG
987
HighPoint Advisor Group
Illinois
$4.71M -$187K -497 -4%
HWAM
988
Hennion & Walsh Asset Management
New Jersey
$4.71M +$4.71M +12,660 New
Arrowstreet Capital
989
Arrowstreet Capital
Massachusetts
$4.7M +$1.2M +3,218 +34%
EH
990
Employers Holdings
Nevada
$4.67M – – –
LAM
991
Lountzis Asset Management
Pennsylvania
$4.63M -$23.8K -64 -0.5%
IWC
992
Integrated Wealth Concepts
Massachusetts
$4.61M +$459K +1,234 +11%
JRP
993
Jasper Ridge Partners
California
$4.6M – – –
WSFS
994
Wilmington Savings Fund Society
Delaware
$4.58M +$29K +78 +0.6%
AC
995
Asio Capital
Kentucky
$4.54M +$203K +546 +5%
AWM
996
Avior Wealth Management
Nebraska
$4.53M -$7.81K -21 -0.2%
COI
997
Connable Office Inc
Michigan
$4.53M +$684K +1,838 +18%
SDWIA
998
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.51M +$191K +513 +4%
FF
999
FourThought Financial
Florida
$4.5M -$199K -534 -4%
AI
1000
AXS Investments
New York
$4.5M +$4.5M +12,100 New
38 39
40
41 42