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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 %
FG
1701
Foster Group
Iowa
$908K +$17.1K +46 +2%
CBT
1702
CoreFirst Bank & Trust
Kansas
$902K +$15.3K +41 +2%
IA
1703
Inspire Advisors
Idaho
$901K -$4.84K -13 -0.5%
PMFA
1704
Plante Moran Financial Advisors
Michigan
$901K +$11.9K +32 +1%
PWM
1705
PBMares Wealth Management
Virginia
$900K +$148K +398 +20%
NL
1706
NWAM LLC
Washington
$898K +$744 +2 +0.1%
VBFP
1707
Valtinson Bruner Financial Planning
Minnesota
$894K – – –
FFA
1708
Founders Financial Alliance
North Carolina
$893K -$133K -354 -13%
PCH
1709
PGIM Custom Harvest
New Jersey
$891K +$633K +1,709 +246%
PVH
1710
Psagot Value Holdings
Israel
$889K -$55.8K -150 -6%
SWP
1711
Strategic Wealth Partners
Ohio
$887K +$887K +2,384 New
AFP
1712
Ausdal Financial Partners
Iowa
$885K +$29K +78 +3%
LWAC
1713
Laurel Wealth Advisors (California)
California
$876K -$372K -1,001 -30%
KOCAA
1714
Knights of Columbus Asset Advisors
Connecticut
$874K -$286K -768 -25%
NNP
1715
Nachman Norwood & Parrott
South Carolina
$870K – – –
CF
1716
Copperwynd Financial
Arizona
$870K +$35.7K +96 +4%
EWM
1717
Empirical Wealth Management
Washington
$870K +$39.8K +107 +5%
BA
1718
Bridgewater Advisors
New York
$870K +$870K +2,145 New
HBCM
1719
Heron Bay Capital Management
Michigan
$868K -$40.2K -108 -4%
UCI
1720
Uncommon Cents Investing
Wisconsin
$863K – – –
CIA
1721
Choate Investment Advisors
Massachusetts
$855K +$141K +379 +20%
WC
1722
Westhampton Capital
North Carolina
$850K – – –
IWA
1723
IVC Wealth Advisors
Pennsylvania
$850K +$19.7K +53 +2%
GTAM
1724
Global Trust Asset Management
Florida
$847K +$238K +640 +39%
PCG
1725
Private Capital Group
Connecticut
$846K -$623K -1,676 -42%
67 68
69
70 71