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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 %
CIA
1476
CSat Investment Advisory
Michigan
$1.47M -$1.23M -3,301 -45%
IF
1477
Intrua Financial
Texas
$1.46M +$231K +586 +19%
VA
1478
Valmark Advisers
Ohio
$1.46M -$20.1K -54 -1%
TCA
1479
Transcend Capital Advisors
New Jersey
$1.46M -$32K -86 -2%
MCC
1480
Money Concepts Capital
Florida
$1.46M +$70.7K +190 +5%
RSWM
1481
Robertson Stephens Wealth Management
California
$1.45M +$666K +1,791 +85%
AA
1482
ALPS Advisors
Colorado
$1.45M -$451K -1,212 -24%
FCM
1483
Fairbanks Capital Management
California
$1.44M +$525K +1,410 +57%
VFPI
1484
Vantage Financial Partners (Illinois)
Illinois
$1.44M – – –
VIM
1485
Vista Investment Management
Pennsylvania
$1.44M -$1.12K -3 -0.1%
UFF
1486
USA Financial Formulas
Michigan
$1.44M -$1.58M -4,240 -52%
SWMG
1487
Signature Wealth Management Group
Georgia
$1.44M +$273K +734 +23%
PAM
1488
Paradigm Asset Management
New York
$1.43M -$74.4K -200 -5%
SB
1489
Simmons Bank
Arkansas
$1.43M -$927K -2,493 -39%
CIAS
1490
Capital Investment Advisory Services
North Carolina
$1.43M -$20.5K -55 -1%
SBSB
1491
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.41M -$1.12K -3 -0.1%
FI
1492
Fosun International
China
$1.41M +$517K +1,385 +58%
CCA
1493
Cobblestone Capital Advisors
New York
$1.4M +$177K +475 +14%
CFA
1494
Cahill Financial Advisors
Minnesota
$1.4M +$301K +809 +28%
M
1495
Mirova
France
$1.39M +$245K +659 +21%
NFP
1496
Novak Financial Planning
Maryland
$1.38M -$5.95K -16 -0.4%
SC
1497
Sierra Capital
Florida
$1.37M +$1.37M +3,690 New
BAMG
1498
Brand Asset Management Group
Missouri
$1.37M -$81.5K -219 -6%
CI
1499
Cavalier Investments
Georgia
$1.37M – – –
LJAC
1500
L.J. Altfest & Co
New York
$1.37M +$321K +862 +31%
58 59
60
61 62