UNH icon

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 %
WP
1626
WealthShield Partners
North Carolina
$1.1M +$80.8K +217 +8%
LPIC
1627
LeJeune Puetz Investment Counsel
Michigan
$1.09M – – –
BCAM
1628
Boston Common Asset Management
Massachusetts
$1.09M +$4.47K +12 +0.4%
TIA
1629
Tiemann Investment Advisors
California
$1.09M -$14.9K -40 -1%
CWM
1630
Cordatus Wealth Management
Pennsylvania
$1.09M +$128K +345 +13%
SAM
1631
Seelaus Asset Management
New Jersey
$1.08M +$112K +300 +12%
XF
1632
XML Financial
Maryland
$1.08M +$75.2K +202 +7%
MWM
1633
MinichMacGregor Wealth Management
New York
$1.08M -$88.9K -239 -8%
SFA
1634
Semmax Financial Advisors
North Carolina
$1.08M +$32.4K +87 +3%
KIC
1635
Kensington Investment Counsel
California
$1.07M +$17.9K +48 +2%
SIM
1636
Sterling Investment Management
Arizona
$1.07M -$50.6K -136 -5%
PNC
1637
Park National Corp
Ohio
$1.07M -$30.9K -83 -3%
AWCI
1638
Alpine Woods Capital Investors
New York
$1.07M +$16.4K +44 +2%
SFWA
1639
Summit Financial Wealth Advisors
Louisiana
$1.06M -$28.4K -81 -3%
BHTS
1640
Bar Harbor Trust Services
Maine
$1.06M +$32K +86 +3%
IA
1641
IAM Advisory
Pennsylvania
$1.05M +$47.5K +117 +5%
WEPOG
1642
Wealth Enhancement & Preservation of GA
Georgia
$1.05M +$8.61K +23 +0.8%
KFP
1643
KB Financial Partners
New Jersey
$1.04M +$1.04M +2,806 New
AG
1644
AlphaSimPlex Group
Massachusetts
$1.04M -$205K -551 -16%
VLC
1645
Van Leeuwen & Company
New Jersey
$1.04M -$163K -437 -14%
CP
1646
Camelot Portfolios
Ohio
$1.04M +$536K +1,440 +106%
PFA
1647
Paradigm Financial Advisors
Missouri
$1.04M – – –
9WM
1648
9258 Wealth Management
Ohio
$1.04M -$59.9K -161 -5%
FSA
1649
Franklin Street Advisors
North Carolina
$1.03M -$35.3K -95 -3%
AL
1650
Aspiriant LLC
California
$1.03M +$40.9K +110 +4%
64 65
66
67 68