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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 %
KPWG
1676
KFA Private Wealth Group
Virginia
$979K +$4.84K +13 +0.5%
BIM
1677
Baldwin Investment Management
Pennsylvania
$976K -$59.5K -160 -6%
FCFC
1678
First Commonwealth Financial Corp
Pennsylvania
$974K -$168K -451 -15%
ODCM
1679
Old Dominion Capital Management
Virginia
$973K +$25.3K +68 +3%
CPA
1680
Court Place Advisors
Maryland
$972K – – –
OWA
1681
Opal Wealth Advisors
New York
$970K -$6.7K -18 -0.7%
RWA
1682
Redhawk Wealth Advisors
Minnesota
$962K +$14.5K +39 +2%
ACA
1683
Atlas Capital Advisors
Wyoming
$958K -$120K -323 -11%
IC
1684
Investment Counsel
Michigan
$958K – – –
FC
1685
Ferris Capital
Massachusetts
$955K – – –
FC
1686
FORA Capital
Florida
$948K -$2.63M -7,058 -73%
1W
1687
1776 Wealth
Georgia
$948K -$23.6K -65 -2%
MFG
1688
Monte Financial Group
Connecticut
$943K -$12.6K -34 -1%
KCM
1689
Kanawha Capital Management
Virginia
$940K +$2.6K +7 +0.3%
GFS
1690
GYL Financial Synergies
Connecticut
$929K -$75.9K -204 -8%
C
1691
Certuity
Florida
$927K +$100K +269 +12%
ATC
1692
Adirondack Trust Company
New York
$925K +$225K +605 +32%
PFA
1693
Professional Financial Advisors
Nebraska
$922K +$108K +291 +13%
GA
1694
Geller Advisors
New York
$921K +$195K +524 +27%
SF
1695
Symphony Financial
Texas
$919K -$2.08M -6,474 -69%
MWPCG
1696
Measured Wealth Private Client Group
New Hampshire
$919K +$103K +276 +13%
CA
1697
Cornerstone Advisory
Maryland
$917K -$74.4K -200 -8%
CCC
1698
Crescent Capital Consulting
Louisiana
$915K – – –
CAGAS
1699
Capital Advisory Group Advisory Services
Minnesota
$910K +$32.7K +88 +4%
SWA
1700
Sutton Wealth Advisors
Florida
$910K +$9.3K +25 +1%
66 67
68
69 70