UNH icon

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 %
BOH
1276
Bank of Hawaii
Hawaii
$2.31M -$806K -2,165 -26%
IRAG
1277
Investment Research & Advisory Group
Georgia
$2.31M +$6.7K +18 +0.3%
GI
1278
GS Investments
Minnesota
$2.31M +$32.4K +87 +1%
PRS
1279
Pinkerton Retirement Specialists
Idaho
$2.3M +$63.6K +171 +3%
JIP
1280
Jaffetilchin Investment Partners
Florida
$2.3M +$293K +788 +15%
IWM
1281
IHT Wealth Management
Illinois
$2.29M +$319K +857 +16%
BHWM
1282
Bar Harbor Wealth Management
New Hampshire
$2.28M -$76.3K -205 -3%
RCAG
1283
Rehmann Capital Advisory Group
Michigan
$2.28M +$100K +269 +5%
HCM
1284
HM Capital Management
Missouri
$2.26M +$372 +1 +0%
APWM
1285
Atlas Private Wealth Management
New York
$2.26M -$4.09K -11 -0.2%
OAM
1286
Origin Asset Management
United Kingdom
$2.25M -$856K -2,300 -28%
1WA
1287
180 Wealth Advisors
Washington
$2.25M -$44.9K -109 -2%
AC
1288
Avestar Capital
New York
$2.25M +$652K +1,653 +41%
ACM
1289
Ativo Capital Management
Illinois
$2.24M -$531K -1,428 -19%
LPT
1290
Legacy Private Trust
Wisconsin
$2.24M -$42K -113 -2%
MFS
1291
Monetta Financial Services
Illinois
$2.23M -$744K -2,000 -25%
RCIM
1292
Russell Clark Investment Management
United Kingdom
$2.23M – – –
PM
1293
Prosight Management
Texas
$2.23M +$2.23M +6,000 New
OC
1294
Oarsman Capital
Wisconsin
$2.21M -$511K -1,374 -19%
PCIG
1295
Partners Capital Investment Group
Massachusetts
$2.2M +$25.3K +68 +1%
BAAM
1296
Baker Avenue Asset Management
California
$2.18M -$257K -691 -11%
DA
1297
Doliver Advisors
Texas
$2.18M +$104K +279 +5%
JWBC
1298
J.W. Burns & Co
New York
$2.17M +$192K +515 +10%
CAM
1299
Centre Asset Management
New York
$2.17M -$949K -2,550 -30%
HFM
1300
Hartford Financial Management
Connecticut
$2.13M +$35K +94 +2%
50 51
52
53 54