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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 %
AFS
1551
Aft Forsyth & Sober
Florida
$1.23M +$706K +1,900 +136%
IC
1552
Inscription Capital
Texas
$1.23M -$123K -330 -9%
PAM
1553
Peak Asset Management
Colorado
$1.22M -$6.7K -18 -0.5%
TWI
1554
Thomas White International
Illinois
$1.22M -$506K -1,360 -29%
CFMC
1555
Curbstone Financial Management Corp
New Hampshire
$1.22M – – –
FMWA
1556
Forvis Mazars Wealth Advisors
Missouri
$1.22M -$1.56M -4,188 -56%
TWM
1557
Tolleson Wealth Management
Texas
$1.22M – – –
DWM
1558
Defined Wealth Management
Oregon
$1.21M – – –
RHP
1559
Royal Harbor Partners
Texas
$1.21M +$65.1K +175 +6%
BMM
1560
Buffington Mohr McNeal
Idaho
$1.21M -$48.4K -130 -4%
SRSA
1561
S.R. Schill & Associates
Washington
$1.21M +$2.23K +6 +0.2%
ECG
1562
Edge Capital Group
Georgia
$1.21M +$154K +413 +15%
MAG
1563
MRA Advisory Group
New Jersey
$1.21M -$53.2K -143 -4%
SHGA
1564
Sand Hill Global Advisors
California
$1.21M -$195K -523 -14%
BWM
1565
BigSur Wealth Management
Florida
$1.21M -$130K -350 -10%
HCM
1566
HMS Capital Management
Tennessee
$1.21M -$264K -710 -18%
QCM
1567
Quest Capital Management
Texas
$1.2M +$8.93K +24 +0.7%
RW
1568
Rede Wealth
Virginia
$1.2M +$147K +394 +14%
PIM
1569
Perpetual Investment Management
Australia
$1.2M +$6.31K +17 +0.5%
6F
1570
626 Financial
Michigan
$1.2M +$1.2M +2,352 New
FAIM
1571
Financial Advocates Investment Management
Washington
$1.2M -$4.33K -12 -0.4%
IA
1572
IFG Advisory
Georgia
$1.2M +$180K +483 +18%
GC
1573
Globeflex Capital
California
$1.2M – – –
VWA
1574
V Wealth Advisors
Kansas
$1.19M +$44.3K +119 +4%
GI
1575
GAMCO Investors
Connecticut
$1.19M -$5.39M -14,477 -82%
61 62
63
64 65