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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 %
MW
1176
Marcum Wealth
Ohio
$2.96M +$2.71M +7,287 +1,111%
MCM
1177
Mitchell Capital Management
Kansas
$2.95M -$846K -2,275 -22%
ZB
1178
Zions Bancorporation
Utah
$2.94M +$509K +1,369 +21%
ACM
1179
Alta Capital Management
Utah
$2.94M +$2.94M +7,898 New
FIA
1180
Foundations Investment Advisors
Arizona
$2.94M +$173K +473 +6%
MWM
1181
Mission Wealth Management
California
$2.93M +$332K +892 +13%
AAS
1182
Annex Advisory Services
Wisconsin
$2.91M +$265K +711 +10%
BWM
1183
Buckley Wealth Management
Nevada
$2.91M -$13K -35 -0.4%
GBT
1184
Grove Bank & Trust
Florida
$2.9M -$11.2K -30 -0.4%
SCA
1185
Strategic Capital Advisers
Colorado
$2.89M -$312K -839 -10%
HIM
1186
Harbour Investment Management
Washington
$2.88M -$8.19K -22 -0.3%
LWM
1187
Laidlaw Wealth Management
New York
$2.87M -$132K -354 -4%
PIG
1188
Pantheon Investment Group
California
$2.87M +$80K +215 +3%
EF
1189
Empowered Funds
Pennsylvania
$2.86M – – –
S
1190
Seeyond
France
$2.84M +$785K +2,109 +38%
TAM
1191
Trust Asset Management
Texas
$2.84M +$505K +1,357 +22%
Two Sigma Investments
1192
Two Sigma Investments
New York
$2.83M -$5.46M -14,659 -66%
QCG
1193
Quadrant Capital Group
Ohio
$2.83M +$572K +1,538 +25%
TAM
1194
Tealwood Asset Management
Minnesota
$2.82M -$272K -730 -9%
AIA
1195
AIMZ Investment Advisors
California
$2.81M -$10K -27 -0.4%
LS
1196
Leelyn Smith
Illinois
$2.81M -$3.72K -10 -0.1%
UCMOK
1197
United Capital Management of KS
Kansas
$2.81M +$994K +2,672 +55%
SCM
1198
Southport Capital Management
Tennessee
$2.8M +$929K +2,497 +50%
WBC
1199
West Branch Capital
Massachusetts
$2.79M -$72.6K -195 -3%
WA
1200
Wealth Alliance
New York
$2.79M -$33.9K -91 -1%
46 47
48
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