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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 %
HFG
1501
Heron Financial Group
New York
$1.37M +$12.1K +33 +0.9%
XS
1502
XR Securities
Illinois
$1.37M +$1.37M +3,670 New
VHAM
1503
Van Hulzen Asset Management
California
$1.36M -$148K -397 -10%
FG
1504
Fiduciary Group
Georgia
$1.35M +$2K +5 +0.1%
PCP
1505
Proficio Capital Partners
Massachusetts
$1.35M +$259K +695 +24%
CL
1506
CPWM LLC
Washington
$1.34M -$634K -1,704 -32%
MFG
1507
Magnus Financial Group
New York
$1.34M -$785K -2,111 -37%
III
1508
Independent Investors Inc
New York
$1.34M – – –
BL
1509
BFSG LLC
California
$1.34M +$226K +607 +20%
LB
1510
Legacy Bridge
Iowa
$1.34M +$94.9K +255 +8%
NFG
1511
Nations Financial Group
Iowa
$1.33M -$106K -284 -7%
GSWM
1512
Golden State Wealth Management
California
$1.33M -$935K -2,515 -41%
CHC
1513
City Holding Co
West Virginia
$1.33M +$960K +2,580 +261%
AWP
1514
Accretive Wealth Partners
New Jersey
$1.32M +$95.2K +256 +8%
NP
1515
NorthRock Partners
Minnesota
$1.31M -$269K -724 -17%
GB
1516
Goepper Burkhardt
South Carolina
$1.31M – – –
TNBTD
1517
Trustmark National Bank Trust Department
Mississippi
$1.31M -$35.7K -96 -3%
PIA
1518
Pinion Investment Advisors
Kansas
$1.31M +$155K +416 +13%
GAM
1519
Geier Asset Management
Maryland
$1.31M +$2.84K +7 +0.2%
CAMG
1520
CWA Asset Management Group
Florida
$1.3M +$101K +271 +8%
CWM
1521
Chesapeake Wealth Management
Virginia
$1.3M -$54K -145 -4%
SIP
1522
Scott Investment Partners
United Kingdom
$1.3M – – –
DWM
1523
Doyle Wealth Management
Florida
$1.3M +$697K +1,872 +116%
EWM
1524
Evermay Wealth Management
Virginia
$1.29M -$4.84K -13 -0.4%
DF
1525
Donoghue Forlines
Massachusetts
$1.29M +$1.29M +3,474 New
59 60
61
62 63