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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 %
IAIM
1326
International Assets Investment Management
Florida
$2.01M +$1.11M +3,065 +124%
MFG
1327
Menard Financial Group
Texas
$2M -$21.6K -58 -1%
BFA
1328
Beaumont Financial Advisors
Massachusetts
$2M +$42.4K +114 +2%
SFO
1329
Stokes Family Office
Louisiana
$1.99M +$33.1K +89 +2%
SS
1330
Sunbelt Securities
Texas
$1.98M +$11.9K +32 +0.6%
OAM
1331
Occidental Asset Management
California
$1.98M +$303K +815 +18%
NFG
1332
Northeast Financial Group
Pennsylvania
$1.98M +$29.4K +79 +2%
TSWM
1333
Triangle Securities Wealth Management
North Carolina
$1.97M -$29.8K -80 -1%
ST
1334
Somerset Trust
Pennsylvania
$1.96M +$64K +172 +3%
BIA
1335
Bigelow Investment Advisors
Maine
$1.96M +$169K +454 +9%
ARMT
1336
Amica Retiree Medical Trust
Rhode Island
$1.96M – – –
HFM
1337
Harvest Fund Management
China
$1.95M -$304K -814 -13%
AWM
1338
Altavista Wealth Management
North Carolina
$1.95M -$44.6K -120 -2%
RB
1339
Renasant Bank
Mississippi
$1.94M -$23.1K -62 -1%
AO
1340
Advisor OS
Illinois
$1.94M +$56.2K +151 +3%
TWM
1341
TriaGen Wealth Management
California
$1.93M -$39.1K -105 -2%
MCC
1342
Malaga Cove Capital
California
$1.93M +$3.74K +10 +0.2%
BMWM
1343
Brown Miller Wealth Management
Virginia
$1.93M +$88.9K +239 +5%
HWMA
1344
Heritage Wealth Management (Arizona)
Arizona
$1.92M +$1.92M +5,165 New
BMCM
1345
Bryn Mawr Capital Management
Pennsylvania
$1.9M +$24.9K +67 +1%
MWA
1346
Moser Wealth Advisors
Washington
$1.9M +$37.2K +100 +2%
WWM
1347
Windsor Wealth Management
Indiana
$1.9M +$67.4K +181 +4%
KTC
1348
Kistler-Tiffany Companies
Pennsylvania
$1.89M +$88.9K +239 +5%
W
1349
WealthStone
Ohio
$1.89M +$59.5K +160 +3%
ISL
1350
Ingalls & Snyder LLC
New York
$1.89M +$84.1K +226 +5%
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