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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 %
HIIFS
1126
Harel Insurance Investments & Financial Services
Israel
$3.3M -$4.11M -3,399 -55%
Fuller & Thaler Asset Management
1127
Fuller & Thaler Asset Management
California
$3.28M -$632K -1,700 -16%
PCM
1128
Palouse Capital Management
Washington
$3.28M -$27.2K -73 -0.8%
BAM
1129
Blueshift Asset Management
New Jersey
$3.28M +$3.28M +8,810 New
DCM
1130
Delta Capital Management
New Jersey
$3.27M -$1.68M -4,510 -34%
PT
1131
Plimoth Trust
Massachusetts
$3.26M +$105K +283 +3%
SSI
1132
Scott & Selber Inc
Texas
$3.26M +$19.7K +53 +0.6%
SEEDPG
1133
S.E.E.D. Planning Group
New York
$3.26M -$104K -279 -3%
JFGIW
1134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25M -$147K -395 -4%
DC
1135
DeDora Capital
California
$3.25M +$133K +357 +4%
MWA
1136
Meridian Wealth Advisors
Texas
$3.24M +$98.2K +264 +3%
ABP
1137
Arthur B. Page
$3.21M +$48K +129 +2%
SC
1138
Savant Capital
Illinois
$3.21M +$54K +145 +2%
TP
1139
Tranquility Partners
Tennessee
$3.2M -$28.6K -77 -0.9%
JSL
1140
JT Stratford LLC
Georgia
$3.2M +$384K +1,031 +14%
MWVC
1141
Morgens Waterfall Vintiadis & Co
New York
$3.2M -$893K -2,400 -22%
CAS
1142
Cascadia Advisory Services
Oregon
$3.2M +$3.2M +8,586 New
FM
1143
Foster & Motley
Ohio
$3.19M -$124K -332 -4%
HPWM
1144
High Pines Wealth Management
Massachusetts
$3.17M +$42.8K +115 +1%
CT
1145
Clearstead Trust
Maine
$3.16M +$93.4K +251 +3%
LCP
1146
Legacy Capital Partners
Wisconsin
$3.15M +$147K +396 +5%
VCAM
1147
Van Cleef Asset Management
Ohio
$3.14M -$9.3K -25 -0.3%
BCM
1148
Brookstone Capital Management
Illinois
$3.12M +$265K +713 +9%
BPM
1149
Bowling Portfolio Management
Ohio
$3.11M -$926K -2,488 -23%
SFG
1150
SNS Financial Group
Minnesota
$3.11M +$1.49K +4 +0%
44 45
46
47 48