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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 %
CNC
1226
Canandaigua National Corp
New York
$2.56M -$185K -496 -7%
LWMM
1227
Legacy Wealth Management (Mississippi)
Mississippi
$2.52M -$8.19K -22 -0.3%
PA
1228
PFG Advisors
Arizona
$2.52M +$660K +1,775 +36%
DR
1229
Davis Rea
Ontario, Canada
$2.51M +$159K +427 +7%
MLFP
1230
MPS Loria Financial Planners
Illinois
$2.51M -$10.4K -28 -0.4%
DCM
1231
Donaldson Capital Management
Indiana
$2.5M -$188K -505 -7%
SLG
1232
Stanley-Laman Group
Pennsylvania
$2.5M +$54.7K +147 +2%
Wealth Enhancement Advisory Services
1233
Wealth Enhancement Advisory Services
Minnesota
$2.5M -$300K -824 -11%
WSCM
1234
Wellington Shields Capital Management
New York
$2.49M -$189K -507 -7%
BFA
1235
Brendel Financial Advisors
New Hampshire
$2.49M +$2.49M +6,689 New
PWMAG
1236
Pinnacle Wealth Management Advisory Group
New Jersey
$2.48M -$87.8K -236 -3%
BCM
1237
Birch Capital Management
Texas
$2.48M – – –
DL
1238
DOHJ LLC
Washington
$2.47M +$12.3K +33 +0.5%
KWM
1239
Keebeck Wealth Management
Illinois
$2.47M +$87.8K +236 +4%
RPC
1240
Rossmore Private Capital
Connecticut
$2.47M -$14.9K -40 -0.6%
ECM
1241
Elgethun Capital Management
South Dakota
$2.47M +$7.81K +21 +0.3%
RAM
1242
Roanoke Asset Management
New Jersey
$2.46M -$3.72K -10 -0.2%
CCM
1243
Coe Capital Management
Illinois
$2.46M +$16.4K +44 +0.7%
WCM
1244
Wunderlich Capital Managemnt
Tennessee
$2.46M -$35K -94 -1%
LSAG
1245
Lake Street Advisors Group
New Hampshire
$2.45M +$59.2K +159 +2%
SXL
1246
Summit X LLC
Missouri
$2.45M -$404K -1,084 -14%
OIA
1247
OneDigital Investment Advisors
Kansas
$2.45M -$255K -685 -9%
QI
1248
Qtron Investments
Massachusetts
$2.44M +$218K +586 +10%
MHS
1249
M Holdings Securities
Oregon
$2.44M +$2.44M +6,550 New
MOS
1250
MGO One Seven
Ohio
$2.43M +$881K +2,368 +57%
48 49
50
51 52