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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 %
GW
1201
GW & Wade
Massachusetts
$2.79M +$1.24M +3,321 +79%
RDWM
1202
Red Door Wealth Management
Tennessee
$2.79M +$282K +755 +11%
FBT
1203
First Bankers Trust
Kentucky
$2.77M -$407K -1,094 -13%
RFN
1204
RDA Financial Network
Iowa
$2.75M +$123K +331 +5%
BS
1205
Boenning & Scattergood
Pennsylvania
$2.74M +$4.09K +11 +0.1%
MS
1206
Maven Securities
Jersey
$2.74M +$2.37M +6,312 +636%
RMAM
1207
Raab & Moskowitz Asset Management
New Jersey
$2.74M -$19.7K -53 -0.7%
CAG
1208
Csenge Advisory Group
Florida
$2.73M -$368K -978 -12%
BO
1209
BRR OpCo
Ohio
$2.73M +$160K +431 +6%
HWA
1210
Heritage Way Advisors
Illinois
$2.72M +$2.23K +6 +0.1%
CIP
1211
Capital Insight Partners
Arizona
$2.72M +$73.7K +198 +3%
TNA
1212
True North Advisors
Texas
$2.69M -$26K -70 -1%
BPA
1213
Beacon Pointe Advisors
California
$2.65M +$287K +770 +12%
SA
1214
Strategic Advisors
New York
$2.64M +$45.4K +122 +2%
ACM
1215
Ashford Capital Management
Delaware
$2.64M +$218K +587 +9%
CDH
1216
Charles D. Hyman
$2.64M +$13.4K +36 +0.5%
CAM
1217
Carret Asset Management
New York
$2.63M +$107K +288 +4%
BCA
1218
Bay Colony Advisors
Massachusetts
$2.61M +$2.11M +5,668 +422%
DDC
1219
DF Dent & Co
Maryland
$2.61M -$203K -546 -7%
AA
1220
Altman Advisors
Illinois
$2.6M -$184K -496 -7%
MBTD
1221
Mechanics Bank - Trust Department
California
$2.6M -$11.9K -32 -0.5%
VBCG
1222
Valley Brook Capital Group
Pennsylvania
$2.59M +$2.98K +8 +0.1%
SFG
1223
SevenBridge Financial Group
Pennsylvania
$2.58M +$14.5K +39 +0.6%
TA
1224
TFG Advisers
Michigan
$2.57M +$102K +275 +4%
SIC
1225
Salem Investment Counselors
North Carolina
$2.56M +$323K +868 +14%
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