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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 %
HCCM
1376
Hudson Canyon Capital Management
New York
$1.81M -$169K -453 -9%
SA
1377
SRN Advisors
Pennsylvania
$1.81M -$50.2K -135 -3%
CCM
1378
Compton Capital Management
Rhode Island
$1.81M – – –
MFS
1379
Mirabella Financial Services
United Kingdom
$1.81M +$1.81M +4,865 New
PA
1380
Procyon Advisors
Connecticut
$1.81M +$75.1K +202 +4%
FPA
1381
First Pacific Advisors
California
$1.8M -$148K -398 -8%
JFA
1382
JNBA Financial Advisors
Minnesota
$1.8M +$171K +459 +10%
CC
1383
Cannell & Co
New York
$1.79M +$431K +1,160 +32%
IWS
1384
Insight Wealth Strategies
California
$1.79M +$923K +2,481 +106%
RHBC
1385
R.H. Bluestein & Co
Michigan
$1.79M +$546K +1,468 +44%
TFIPS
1386
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.79M – – –
RIL
1387
Rothschild Investment LLC
Illinois
$1.78M +$550K +1,477 +45%
WI
1388
Wintrust Investments
Illinois
$1.78M +$1.78M +4,897 New
PWS
1389
Peloton Wealth Strategists
Indiana
$1.77M +$1.77M +4,750 New
EIP
1390
Ellis Investment Partners
Pennsylvania
$1.77M +$1.54M +4,144 +688%
BRG
1391
Bay Rivers Group
Virginia
$1.76M -$438K -1,178 -20%
HPWM
1392
Highland Private Wealth Management
Washington
$1.76M -$3.35K -9 -0.2%
GDP
1393
Great Diamond Partners
Maine
$1.76M +$321K +862 +22%
AF
1394
Affiance Financial
Minnesota
$1.74M -$5.58K -15 -0.3%
OL
1395
Optas LLC
Texas
$1.74M -$309K -829 -15%
AG
1396
AIA Group
Hong Kong
$1.74M +$913K +2,455 +111%
AW
1397
Alaethes Wealth
Nevada
$1.74M +$1.74M +4,669 New
MP
1398
McDonald Partners
Ohio
$1.74M +$118K +317 +7%
PWPS
1399
Pinnacle Wealth Planning Services
Ohio
$1.73M +$260K +700 +18%
WIA
1400
Westbourne Investment Advisors
Maryland
$1.73M -$228K -613 -12%
54 55
56
57 58