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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 %
NC
1151
NBW Capital
Massachusetts
$3.1M +$147K +395 +5%
MCP
1152
Martin Capital Partners
Oregon
$3.1M +$64K +172 +2%
FLI
1153
Family Legacy Inc
South Carolina
$3.1M +$12.3K +33 +0.4%
LNC
1154
Lincoln National Corp
Pennsylvania
$3.08M -$69.2K -186 -2%
CFGS
1155
Concourse Financial Group Securities
Alabama
$3.08M +$209K +561 +7%
TW
1156
TrinityPoint Wealth
Connecticut
$3.07M +$179K +480 +6%
PWS
1157
Private Wealth Strategies
Ohio
$3.06M – – –
EH
1158
Equitable Holdings
New York
$3.06M +$71.1K +191 +2%
IAS
1159
IMA Advisory Services
Colorado
$3.04M +$122K +327 +4%
LFRG
1160
Lazard Frères Gestion
France
$3.04M – – –
BCM
1161
Becker Capital Management
Oregon
$3.04M +$127K +340 +4%
HH
1162
Hilltop Holdings
Texas
$3.03M -$1.34M -3,614 -31%
CSS
1163
Cubist Systematic Strategies
Connecticut
$3.03M +$2.07M +5,564 +217%
HAI
1164
Hennessy Advisors Inc
California
$3.01M +$3.01M +8,100 New
KJHP
1165
K.J. Harrison & Partners
Ontario, Canada
$3.01M – – –
ICP
1166
Ironvine Capital Partners
Nebraska
$3M -$26.4K -71 -0.9%
SSWM
1167
Sheets Smith Wealth Management
North Carolina
$3M +$14.5K +39 +0.5%
CHAM
1168
Clear Harbor Asset Management
Connecticut
$2.99M +$139K +374 +5%
MPPW
1169
Mitchell & Pahl Private Wealth
Oklahoma
$2.98M +$53.2K +143 +2%
CB
1170
Community Bank
New York
$2.98M +$81.9K +220 +3%
UHC
1171
Union Heritage Capital
Michigan
$2.98M +$2.98M +8,000 New
FAM
1172
Fulcrum Asset Management
United Kingdom
$2.97M – – –
CW
1173
CreativeOne Wealth
Kansas
$2.97M +$228K +613 +8%
MG
1174
Mather Group
Illinois
$2.96M +$39.4K +106 +1%
CWAG
1175
Compton Wealth Advisory Group
Virginia
$2.96M -$8.19K -22 -0.3%
45 46
47
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