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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 %
NED
1351
Nancy E. Dempze
$1.89M +$374K +1,005 +25%
FIM
1352
Freedom Investment Management
Connecticut
$1.89M +$644K +1,731 +52%
BAS
1353
Brown Advisory Securities
Maryland
$1.89M -$78.1K -210 -4%
FL
1354
Fort LP
Maryland
$1.88M +$17.5K +47 +0.9%
FFS
1355
Founders Financial Securities
Maryland
$1.87M +$301K +809 +19%
CSA
1356
Cottage Street Advisors
Massachusetts
$1.87M +$1.87M +5,021 New
CAAS
1357
Capital Asset Advisory Services
Michigan
$1.87M -$335K -899 -15%
RCIM
1358
Red Cedar Investment Management
Michigan
$1.87M -$321K -863 -15%
IIM
1359
Intact Investment Management
Quebec, Canada
$1.86M -$149K -400 -7%
AWA
1360
Arkadios Wealth Advisors
Georgia
$1.86M +$514K +1,380 +38%
KA
1361
Kerrisdale Advisers
Florida
$1.86M – – –
FHA
1362
Flagship Harbor Advisors
Massachusetts
$1.86M -$119K -319 -6%
AF
1363
Allworth Financial
California
$1.86M +$1.06M +2,849 +133%
EHWM
1364
Eads & Heald Wealth Management
Georgia
$1.85M -$59.5K -160 -3%
SWM
1365
SeaCrest Wealth Management
New York
$1.85M +$45.8K +123 +3%
AC
1366
Abbrea Capital
California
$1.85M +$184K +494 +11%
GG
1367
Gofen & Glossberg
Illinois
$1.85M +$240K +644 +15%
RIA
1368
Realta Investment Advisors
Delaware
$1.85M +$192K +515 +12%
CWM
1369
Circle Wealth Management
New Jersey
$1.84M +$45.4K +122 +3%
PCS
1370
Personal CFO Solutions
New Jersey
$1.84M +$65.5K +176 +4%
HIM
1371
HawsGoodwin Investment Management
Tennessee
$1.83M -$651K -1,750 -26%
SC
1372
Sepio Capital
Utah
$1.83M -$372K -999 -17%
FFG
1373
Frisch Financial Group
New York
$1.82M +$56.2K +151 +3%
CCT
1374
Capital City Trust
Florida
$1.82M +$102K +275 +6%
SP
1375
SWS Partners
Ohio
$1.81M +$176K +472 +11%
53 54
55
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