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 %
SFP
1726
Shepherd Financial Partners
Massachusetts
$846K – – –
TAM
1727
Townsend Asset Management
North Carolina
$845K -$2.98K -8 -0.4%
AWM
1728
Aevitas Wealth Management
Massachusetts
$845K +$20.8K +56 +3%
SIM
1729
SSI Investment Management
California
$844K -$372 -1 -0%
CB
1730
CNB Bank
Pennsylvania
$844K +$68.8K +185 +9%
TCOT
1731
Trust Company of Toledo
Ohio
$843K – – –
PMG
1732
ProVise Management Group
Florida
$839K -$8.56K -23 -1%
AFM
1733
Andesa Financial Management
Pennsylvania
$838K +$263K +708 +46%
DIP
1734
DT Investment Partners
Pennsylvania
$831K +$46.9K +126 +6%
AAIM
1735
Asset Advisors Investment Management
Georgia
$828K -$4.89K -13 -0.6%
HCM
1736
Hollencrest Capital Management
California
$828K – – –
FAN
1737
Financial Advisors Network
California
$827K – – –
GC
1738
GFG Capital
Florida
$827K +$11.2K +30 +1%
SB
1739
Sunflower Bank
Texas
$826K -$43.2K -116 -5%
MFP
1740
Meridian Financial Partners
Virginia
$826K +$34.1K +86 +4%
WA
1741
Wambolt & Associates
Colorado
$823K +$5.51K +15 +0.7%
TA
1742
Tectonic Advisors
Texas
$817K -$49.8K -134 -6%
CPA
1743
Clear Perspective Advisors
Illinois
$815K -$12.7K -34 -2%
FFWA
1744
FRG Family Wealth Advisors
Washington
$813K – – –
MAM
1745
McLean Asset Management
Virginia
$810K +$10.6K +27 +1%
AIP
1746
Almanack Investment Partners
Pennsylvania
$808K +$21.6K +58 +3%
SIG
1747
Sargent Investment Group
Maryland
$807K -$18.6K -50 -2%
TF
1748
TLWM Financial
Texas
$806K +$35K +94 +5%
VC
1749
Veracity Capital
Georgia
$806K +$53.6K +144 +7%
TCWM
1750
Total Clarity Wealth Management
Illinois
$800K – – –
68 69
70
71 72