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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 %
AJ
1401
Ashburton (Jersey)
Jersey
$1.73M +$392K +1,055 +29%
BWL
1402
Bogart Wealth LLC
Virginia
$1.72M +$410K +1,103 +31%
KMWM
1403
Keudell/Morrison Wealth Management
Oregon
$1.72M -$153K -412 -8%
CCG
1404
Ceeto Capital Group
Florida
$1.71M – – –
LOIM
1405
Liberty One Investment Management
Illinois
$1.71M +$23.1K +62 +1%
FMLI
1406
Fukoku Mutual Life Insurance
Japan
$1.7M -$112K -300 -6%
CASB
1407
Cape Ann Savings Bank
Massachusetts
$1.7M +$142K +382 +9%
YIH
1408
Y-Intercept (HK)
Hong Kong
$1.7M +$1.7M +4,557 New
AMCA
1409
Arthur M. Cohen & Associates
Illinois
$1.7M – – –
APP
1410
Avantax Planning Partners
Iowa
$1.69M -$512K -1,375 -23%
BWA
1411
BDO Wealth Advisors
Florida
$1.69M +$193K +519 +13%
WR
1412
WD Rutherford
Oregon
$1.69M +$68.8K +185 +4%
FHA
1413
First Horizon Advisors
Tennessee
$1.69M +$99.3K +267 +6%
WWM
1414
Western Wealth Management
Colorado
$1.69M -$835K -2,244 -33%
ICP
1415
Interchange Capital Partners
Pennsylvania
$1.69M -$232K -520 -12%
LWA
1416
Lineweaver Wealth Advisors
Ohio
$1.68M +$162K +435 +11%
CAC
1417
Certified Advisory Corp
Florida
$1.68M +$1.68M +4,502 New
WP
1418
Waycross Partners
Kentucky
$1.67M +$1.67M +4,500 New
MFW
1419
Meristem Family Wealth
Minnesota
$1.67M +$112K +300 +7%
AIM
1420
AMI Investment Management
Indiana
$1.67M – – –
RWA
1421
River Wealth Advisors
Pennsylvania
$1.67M +$98.2K +264 +6%
SC
1422
SRB Corp
Massachusetts
$1.67M +$827K +2,222 +98%
SIA
1423
SkyView Investment Advisors
New Jersey
$1.67M +$56.2K +151 +3%
RFM
1424
Royal Fund Management
Florida
$1.66M +$514K +1,381 +45%
DWM
1425
Dakota Wealth Management
Florida
$1.66M -$826K -2,219 -33%
55 56
57
58 59