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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 %
MCIA
1576
Mountain Capital Investment Advisors
Colorado
$1.19M +$43.8K +117 +4%
CA
1577
Claro Advisors
Massachusetts
$1.18M +$27.9K +75 +2%
IC
1578
Intersect Capital
California
$1.18M -$70.7K -190 -6%
CWC
1579
Carolinas Wealth Consulting
North Carolina
$1.18M +$39.8K +107 +3%
LFA
1580
Legacy Financial Advisors
Kentucky
$1.18M +$74.4K +200 +7%
RWM
1581
RKL Wealth Management
Pennsylvania
$1.18M -$77.8K -209 -6%
T
1582
TOBAM
France
$1.18M – – –
CFA
1583
Carroll Financial Associates
North Carolina
$1.18M -$12.6K -34 -1%
CL
1584
CIM LLC
New York
$1.18M +$58.1K +138 +5%
FNWM
1585
Financial Network Wealth Management
Utah
$1.17M +$26.8K +72 +2%
GPA
1586
Garrison Point Advisors
California
$1.17M – – –
SG
1587
StoneX Group
New York
$1.16M -$51K -137 -4%
WF
1588
Welch & Forbes
Massachusetts
$1.16M -$48K -129 -4%
DFA
1589
Delta Financial Advisors
Louisiana
$1.16M +$83.7K +225 +8%
CWM
1590
Cahaba Wealth Management
Georgia
$1.16M -$855K -2,299 -42%
RCM
1591
RB Capital Management
Nevada
$1.16M +$76.3K +205 +7%
THWM
1592
Taylor Hoffman Wealth Management
Virginia
$1.15M – – –
CP
1593
Covenant Partners
Tennessee
$1.15M -$119K -321 -9%
CCM
1594
Cribstone Capital Management
Maine
$1.15M +$64.4K +173 +6%
GWCM
1595
Godshalk Welsh Capital Management
Pennsylvania
$1.15M -$42.1K -113 -4%
CRWM
1596
Castle Rock Wealth Management
California
$1.15M +$102K +258 +10%
GA
1597
GoalVest Advisory
New York
$1.15M +$124K +334 +12%
SJIM
1598
St. Johns Investment Management
Florida
$1.15M +$86.3K +232 +8%
RG
1599
Rikoon Group
New Mexico
$1.14M -$31.6K -85 -3%
SMC
1600
Smith, Moore & Co
Missouri
$1.14M -$46.5K -125 -4%
62 63
64
65 66