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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 %
CG
1651
CFO4Life Group
Texas
$1.02M -$15.3K -41 -1%
IFWM
1652
Institute for Wealth Management
Colorado
$1.02M +$47.2K +127 +5%
MCCP
1653
Mission Creek Capital Partners
California
$1.02M -$4.47K -12 -0.4%
PP
1654
PDS Planning
Ohio
$1.02M +$23.4K +63 +2%
AWA
1655
ARS Wealth Advisors
Florida
$1.02M -$103K -277 -9%
CIP
1656
Convergence Investment Partners
Florida
$1.02M -$10.1K -27 -1%
SOAMC
1657
Spirit of America Management Corp
New York
$1.01M -$493K -1,325 -33%
GWM
1658
Gitterman Wealth Management
New Jersey
$1.01M +$1.01M +2,719 New
AWA
1659
Alta Wealth Advisors
Massachusetts
$1.01M -$4.09K -11 -0.4%
ICM
1660
IMS Capital Management
Oregon
$1M -$359K -966 -26%
EWM
1661
Endurance Wealth Management
Rhode Island
$1M +$153K +412 +18%
RIM
1662
Redwood Investment Management
Arizona
$1M +$716K +1,923 +249%
WMA
1663
Wealth Management Associates
New Jersey
$997K -$5.95K -16 -0.6%
VCM
1664
Vivaldi Capital Management
Illinois
$997K -$150K -366 -13%
CBN
1665
Cadence Bank NA
Texas
$996K -$2.98K -8 -0.3%
4WM
1666
44 Wealth Management
Oregon
$995K +$433K +1,163 +77%
TCM
1667
Tandem Capital Management
New Jersey
$993K – – –
TEC
1668
Tiger Eye Capital
Tennessee
$992K +$302K +811 +44%
XWM
1669
Xcel Wealth Management
Florida
$990K -$3.72K -10 -0.4%
PCM
1670
Pennsylvania Capital Management
Pennsylvania
$990K – – –
VWM
1671
Valley Wealth Managers
New Jersey
$987K -$50.2K -135 -5%
PCM
1672
Perritt Capital Management
Illinois
$986K +$56.9K +153 +6%
IP
1673
Intellectus Partners
California
$984K +$19.3K +52 +2%
BFS
1674
Bard Financial Services
Connecticut
$982K – – –
CBFP
1675
Cedar Brook Financial Partners
Ohio
$980K -$126K -339 -11%
65 66
67
68 69