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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 %
LWCFA
1601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.14M +$37.6K +101 +3%
SFSIG
1602
San Francisco Sentry Investment Group
California
$1.14M -$37.9K -102 -3%
MA
1603
MJP Associates
Connecticut
$1.14M +$93.4K +251 +9%
CC
1604
Copperleaf Capital
North Carolina
$1.14M +$94.1K +253 +9%
CFS
1605
CRA Financial Services
New Jersey
$1.13M -$14.1K -38 -1%
BFO
1606
Boston Family Office
Massachusetts
$1.13M +$78.8K +212 +7%
LCM
1607
LVM Capital Management
Michigan
$1.13M -$186K -500 -14%
PWM
1608
Paulson Wealth Management
Illinois
$1.13M +$53K +136 +5%
NL
1609
NVWM LLC
Pennsylvania
$1.12M -$81.1K -218 -7%
Financial Engines Advisors
1610
Financial Engines Advisors
California
$1.12M +$16.7K +45 +2%
GIA
1611
Gladstone Institutional Advisory
Florida
$1.12M +$620K +1,668 +123%
EBSAM
1612
Eubel Brady & Suttman Asset Management
Ohio
$1.12M +$560K +1,504 +100%
ACM
1613
Allred Capital Management
Texas
$1.12M +$74.8K +201 +7%
SACTSONJ
1614
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M – – –
HA
1615
Harfst & Associates
Wyoming
$1.12M +$162K +436 +17%
PIC
1616
PCJ Investment Counsel
Ontario, Canada
$1.12M +$1.12M +3,000 New
SM
1617
SG3 Management
Puerto Rico
$1.12M +$1.12M +3,000 New
CCA
1618
Childress Capital Advisors
Texas
$1.12M +$357K +959 +47%
MFA
1619
Mayflower Financial Advisors
Massachusetts
$1.11M +$39.1K +105 +4%
DBT
1620
Dubuque Bank & Trust
Iowa
$1.11M +$55K +148 +5%
BHB
1621
Bank Hapoalim BM
Israel
$1.11M -$705K -1,895 -39%
GWSG
1622
GPS Wealth Strategies Group
Colorado
$1.11M +$79.2K +213 +8%
PWM
1623
Perigon Wealth Management
California
$1.11M +$69.6K +187 +7%
ACS
1624
Archford Capital Strategies
Illinois
$1.1M +$80.3K +206 +8%
AWM
1625
Aries Wealth Management
Maine
$1.1M +$256K +682 +30%
63 64
65
66 67