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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 %
DA
1251
Duality Advisers
Florida
$2.43M +$2.43M +6,520 New
ANRIA
1252
American National Registered Investment Advisor
Texas
$2.42M -$7.07K -19 -0.3%
GF
1253
Gries Financial
Ohio
$2.42M +$2.42M +5,924 New
FDS
1254
Freedom Day Solutions
Texas
$2.42M +$48K +129 +2%
CLOS
1255
Compagnie Lombard Odier SCmA
Switzerland
$2.41M +$13.4K +36 +0.6%
PWP
1256
Principle Wealth Partners
Connecticut
$2.41M – – –
MWM
1257
Mattern Wealth Management
Kansas
$2.4M +$1.15M +3,103 +93%
EWM
1258
Elmwood Wealth Management
California
$2.4M +$2.4M +6,446 New
BCM
1259
Bluefin Capital Management
New York
$2.4M -$262K -705 -10%
CCM
1260
Condor Capital Management
New Jersey
$2.39M -$13.8K -37 -0.6%
PGWM
1261
Parisi Gray Wealth Management
New Jersey
$2.39M +$14.5K +39 +0.6%
MWM
1262
Midwest Wealth Management
Indiana
$2.38M +$72.6K +195 +3%
NFG
1263
Next Financial Group
Texas
$2.38M +$405K +1,088 +20%
CWM
1264
Centric Wealth Management
Illinois
$2.38M -$56.6K -152 -2%
RWM
1265
Ritholtz Wealth Management
New York
$2.38M -$138K -372 -6%
TA
1266
Tiedemann Advisors
New York
$2.37M -$240K -645 -9%
PG
1267
Patten Group
Tennessee
$2.37M +$38K +102 +2%
HIP
1268
Harrell Investment Partners
Texas
$2.36M -$237K -636 -9%
LHC
1269
Little House Capital
Massachusetts
$2.36M +$99.3K +267 +4%
SFG
1270
SageGuard Financial Group
Tennessee
$2.35M +$137K +369 +6%
BP
1271
BBR Partners
New York
$2.35M -$349K -938 -13%
TIA
1272
Trust Investment Advisors
Indiana
$2.33M -$77.4K -208 -3%
WP
1273
WealthSource Partners
California
$2.33M +$189K +509 +9%
LF
1274
Lee Financial
Texas
$2.32M -$15.6K -42 -0.7%
NFC
1275
Northeast Financial Consultants
Connecticut
$2.32M +$597K +1,605 +35%
49 50
51
52 53