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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 %
BS
1301
Bessemer Securities
New York
$2.13M +$832K +2,235 +64%
SIAG
1302
Signet Investment Advisory Group
Rhode Island
$2.13M -$108K -290 -5%
CS
1303
Cannell & Spears
New York
$2.13M -$9.3K -25 -0.4%
WA
1304
Wealth Architects
California
$2.12M +$46.5K +125 +2%
CC
1305
Centiva Capital
New York
$2.12M +$1.9M +5,105 +867%
KWA
1306
KCS Wealth Advisory
California
$2.11M +$125K +335 +6%
PRWA
1307
Platte River Wealth Advisors
Colorado
$2.1M +$20.1K +55 +1%
TA
1308
Townsend & Associates
Colorado
$2.1M +$106K +286 +5%
GAG
1309
GM Advisory Group
New York
$2.1M -$27.5K -74 -1%
RA
1310
RFG Advisory
Alabama
$2.1M +$34.6K +93 +2%
CIM
1311
CIM Investment Management
Pennsylvania
$2.09M -$83K -223 -4%
SRAM
1312
Spouting Rock Asset Management
Pennsylvania
$2.09M +$16.4K +44 +0.8%
JWCA
1313
J.W. Cole Advisors
Florida
$2.08M -$131K -353 -6%
AFA
1314
Abacus FCF Advisors
Florida
$2.08M -$498K -1,322 -19%
SS
1315
Simplicity Solutions
Minnesota
$2.07M -$8.21M -22,078 -80%
EGA
1316
E&G Advisors
Texas
$2.06M +$45K +121 +2%
VDBMI
1317
Van Den Berg Management I
Texas
$2.05M +$29K +78 +1%
NME
1318
Notis-McConarty Edward
$2.04M +$230K +618 +13%
NCM
1319
Northside Capital Management
Oregon
$2.04M +$16K +43 +0.8%
SFO
1320
Standard Family Office
South Dakota
$2.03M -$46.5K -125 -2%
VFA
1321
Valeo Financial Advisors
Indiana
$2.02M +$111K +299 +6%
SC
1322
SouthState Corp
Florida
$2.02M +$155K +417 +8%
KA
1323
Kovack Advisors
Florida
$2.02M +$79.3K +213 +4%
BJL
1324
Brighton Jones LLC
Washington
$2.01M -$372 -1 -0%
ST
1325
Smithfield Trust
Pennsylvania
$2.01M -$173K -465 -8%
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