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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 %
SWK
1026
Stephen W. Kidder
$4.24M +$421K +1,130 +11%
FNBOMD
1027
First National Bank of Mount Dora
Florida
$4.23M -$502K -1,350 -11%
GJIC
1028
Gamble Jones Investment Counsel
California
$4.23M -$39.1K -105 -0.9%
LSA
1029
L & S Advisors
California
$4.22M -$5M -13,429 -54%
KWM
1030
Kingsview Wealth Management
Oregon
$4.21M +$1.03M +2,799 +32%
BCA
1031
Bray Capital Advisors
Florida
$4.19M +$15.3K +41 +0.4%
PCIA
1032
Prime Capital Investment Advisors
Kansas
$4.17M -$1.56M -4,195 -27%
PL
1033
Plancorp LLC
Missouri
$4.16M -$73.3K -197 -2%
MWM
1034
Marietta Wealth Management
Georgia
$4.15M +$61.4K +165 +2%
WI
1035
WrapManager Inc
California
$4.14M +$169K +455 +4%
BA
1036
Bristlecone Advisors
Washington
$4.12M -$48.4K -130 -1%
NGA
1037
Naples Global Advisors
Florida
$4.11M -$41.7K -112 -1%
DPIM
1038
Duff & Phelps Investment Management
Illinois
$4.11M – – –
GRP
1039
Global Retirement Partners
California
$4.09M +$496K +1,333 +14%
CANC
1040
Culbertson A N & Co
Virginia
$4.09M +$380K +1,020 +10%
PTC
1041
Private Trust Company
Ohio
$4.08M +$51.7K +139 +1%
SIM
1042
Stratos Investment Management
Ohio
$4.06M -$139K -374 -3%
PCA
1043
Pallas Capital Advisors
Massachusetts
$4.04M +$4.04M +9,594 New
ASN
1044
Advisory Services Network
Georgia
$4.04M -$632K -1,698 -14%
SW
1045
SlateStone Wealth
Florida
$4.03M -$132K -356 -3%
TWM
1046
Tradition Wealth Management
Minnesota
$4.01M +$285K +765 +8%
HI
1047
Harbour Investments
Wisconsin
$3.97M +$3.97M +10,677 New
DSC
1048
Duncker Streett & Co
Missouri
$3.97M +$110K +295 +3%
BAM
1049
Belpointe Asset Management
Nevada
$3.96M -$415K -1,116 -9%
RRAM
1050
River Road Asset Management
Kentucky
$3.95M +$1.24M +3,325 +46%
40 41
42
43 44