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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 %
SVWAG
1451
Sound View Wealth Advisors Group
Georgia
$1.55M +$79.3K +213 +5%
WCA
1452
Westover Capital Advisors
Delaware
$1.55M -$2.78M -7,467 -64%
PIP
1453
Peachtree Investment Partners
Florida
$1.54M +$11.5K +31 +0.8%
BC
1454
Brookfield Corp
Ontario, Canada
$1.54M +$1.54M +4,143 New
MRCM
1455
M&R Capital Management
New Jersey
$1.54M +$186K +500 +14%
BFG
1456
Berger Financial Group
Minnesota
$1.52M -$52.1K -140 -3%
CC
1457
Cypress Capital
Tennessee
$1.52M -$25.3K -68 -2%
MIC
1458
Means Investment Company
Maine
$1.52M +$51K +137 +3%
WKWM
1459
Walter & Keenan Wealth Management
Indiana
$1.52M +$264K +710 +21%
GEA
1460
Glen Eagle Advisors
New Jersey
$1.52M +$12.3K +33 +0.8%
CST
1461
Charles Schwab Trust
Nevada
$1.52M -$308K -838 -17%
HFA
1462
Hoover Financial Advisors
Pennsylvania
$1.52M -$14.8K -36 -1%
RCC
1463
Red Cedar Capital
Nebraska
$1.51M +$1.49K +4 +0.1%
BCA
1464
Berman Capital Advisors
Georgia
$1.51M +$140K +377 +10%
BBNA
1465
Bremer Bank National Association
Minnesota
$1.5M -$74K -199 -5%
CCT
1466
Country Club Trust
Missouri
$1.5M +$135K +361 +10%
FHC
1467
First Horizon Corporation
Tennessee
$1.5M -$12.6K -34 -0.8%
BB
1468
Bell Bank
North Dakota
$1.49M +$19.3K +52 +1%
LC
1469
Lavaca Capital
Texas
$1.49M +$633K +1,700 +74%
VFM
1470
Viking Fund Management
North Dakota
$1.49M – – –
MUAMU
1471
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.49M +$372K +1,000 +33%
HIC
1472
Harvey Investment Company
Kentucky
$1.49M +$1.49M +4,000 New
SFA
1473
Sequoia Financial Advisors
Ohio
$1.49M +$63.6K +171 +4%
CC
1474
Constitution Capital
Connecticut
$1.49M -$647K -1,740 -30%
HAIM
1475
Hunter Associates Investment Management
Pennsylvania
$1.48M – – –
57 58
59
60 61