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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 %
QWM
1426
QP Wealth Management
New Jersey
$1.66M +$5.58K +15 +0.3%
DI
1427
DFPG Investments
Utah
$1.65M +$160K +433 +11%
GIM
1428
Groesbeck Investment Management
New Jersey
$1.64M +$100K +270 +7%
GAM
1429
Griffin Asset Management
New York
$1.64M – – –
BFG
1430
Beacon Financial Group
Texas
$1.63M – – –
JIC
1431
Joel Isaacson & Co
New York
$1.63M +$38.7K +104 +2%
FWP
1432
FAS Wealth Partners
Kansas
$1.63M +$18.6K +50 +1%
AWA
1433
Arete Wealth Advisors
Illinois
$1.62M +$833K +2,239 +105%
Nomura Holdings
1434
Nomura Holdings
Japan
$1.62M -$156M -421,913 -99%
CPO
1435
Cerity Partners OCIO
New York
$1.62M -$19.3K -52 -1%
MCM
1436
Manchester Capital Management
Vermont
$1.61M -$108K -290 -6%
TI
1437
Tidal Investments
Wisconsin
$1.61M +$364K +979 +29%
WA
1438
Waverly Advisors
Alabama
$1.59M +$95.2K +233 +6%
OFS
1439
Orrstown Financial Services
Pennsylvania
$1.58M -$40K -109 -2%
WCM
1440
Washburn Capital Management
Florida
$1.58M +$30.9K +83 +2%
SEM
1441
Suncoast Equity Management
Florida
$1.58M +$8.19K +22 +0.5%
WA
1442
WP Advisors
California
$1.57M -$15.6K -42 -1%
CT
1443
Columbia Trust
Oregon
$1.57M +$63.6K +171 +4%
SSG
1444
Summit Securities Group
New York
$1.56M -$633K -1,700 -29%
HBT
1445
Heartland Bank & Trust
Illinois
$1.56M -$1.78M -4,796 -53%
SIA
1446
Strategic Investment Advisors
Michigan
$1.56M -$128K -344 -8%
CNFG
1447
Creegan & Nassoura Financial Group
New Hampshire
$1.56M -$65.1K -175 -4%
IFS
1448
Ifrah Financial Services
Arkansas
$1.56M -$83.3K -224 -5%
MFG
1449
MidWestOne Financial Group
Iowa
$1.55M -$372 -1 -0%
GFP
1450
Gryphon Financial Partners
Ohio
$1.55M +$47.6K +128 +3%
56 57
58
59 60