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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 %
HWM
1001
Hohimer Wealth Management
Washington
$4.48M +$416K +1,118 +10%
SLWS
1002
Swaine & Leidel Wealth Services
Florida
$4.48M +$320K +860 +8%
AF
1003
Ally Financial
Michigan
$4.47M +$4.47M +12,000 New
AIC
1004
Ameritas Investment Company
Nebraska
$4.46M +$2.9M +7,803 +187%
CCM
1005
Carderock Capital Management
Maryland
$4.45M -$200K -537 -4%
PH
1006
Pinnacle Holdings
Oklahoma
$4.45M -$372 -1 -0%
MSAM
1007
Moloney Securities Asset Management
Missouri
$4.44M -$1.03M -2,767 -19%
CAL
1008
Capital Analysts LLC
Pennsylvania
$4.43M +$272K +730 +7%
FWM
1009
Frontier Wealth Management
Missouri
$4.4M +$394K +1,060 +10%
TPA
1010
Trivium Point Advisory
Connecticut
$4.38M +$131K +352 +3%
VVP
1011
Venture Visionary Partners
Ohio
$4.37M +$894K +2,404 +26%
SWP
1012
Stratos Wealth Partners
Ohio
$4.36M -$121K -325 -3%
NC
1013
NinePointTwo Capital
California
$4.36M +$14.1K +38 +0.3%
RMC
1014
Resources Management Corp
Connecticut
$4.35M +$13.4K +36 +0.3%
VCM
1015
Virtue Capital Management
Tennessee
$4.33M +$113K +304 +3%
HAS
1016
HBW Advisory Services
California
$4.31M +$312K +839 +8%
ACM
1017
Aljian Capital Management
Nevada
$4.3M +$190K +508 +5%
KTM
1018
Keeler Thomas Management
Utah
$4.3M +$567K +1,525 +15%
SFS
1019
Strategic Financial Services
New York
$4.3M -$465K -1,251 -10%
MJP
1020
Michael J. Puzo
$4.3M +$46.5K +125 +1%
BOC
1021
Barbara Oil Co
Illinois
$4.28M – – –
EBT
1022
Enterprise Bank & Trust
Massachusetts
$4.26M -$22.7K -61 -0.5%
DWM
1023
Dorchester Wealth Management
Quebec, Canada
$4.26M -$46.5K -125 -1%
KPWS
1024
Kestra Private Wealth Services
Texas
$4.25M +$297K +797 +7%
IA
1025
IFP Advisors
Florida
$4.25M +$181K +487 +4%
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