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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 %
PWAG
1751
Polaris Wealth Advisory Group
California
$798K +$150K +398 +23%
TLP
1752
Trinity Legacy Partners
Texas
$796K +$402K +1,029 +102%
CA
1753
Calton & Associates
Florida
$793K -$117K -315 -13%
GSBTD
1754
Glenview State Bank Trust Department
Illinois
$793K – – –
KPW
1755
Kore Private Wealth
New York
$789K +$25.7K +69 +3%
SKK
1756
Shepherd Kaplan Krochuk
Massachusetts
$788K -$295K -794 -27%
TSW
1757
Thompson Siegel & Walmsley
Virginia
$785K +$10K +27 +1%
GLLW
1758
Graves Light Lenhart Wealth
Virginia
$785K +$30.1K +81 +4%
CL
1759
Choreo LLC
Illinois
$783K -$94.5K -254 -11%
CFO
1760
Collective Family Office
Pennsylvania
$781K +$63.3K +170 +9%
ZIC
1761
ZWJ Investment Counsel
Georgia
$781K +$402K +1,079 +106%
KCM
1762
Kathmere Capital Management
Pennsylvania
$778K -$1.86K -5 -0.2%
ESB
1763
Essex Savings Bank
Connecticut
$778K +$55.5K +167 +8%
BG
1764
Bollard Group
Massachusetts
$775K – – –
SYBT
1765
Stock Yards Bank & Trust
Kentucky
$773K +$85.2K +229 +12%
PFGIA
1766
Patriot Financial Group Insurance Agency
Massachusetts
$773K +$118K +317 +18%
DI
1767
DAGCO Inc
Ohio
$771K +$372 +1 +0%
PB
1768
Pinnacle Bancorp
Nebraska
$771K +$149K +401 +24%
JGIA
1769
Jackson Grant Investment Advisers
Connecticut
$770K +$72.2K +194 +10%
SIAG
1770
Safeguard Investment Advisory Group
California
$769K -$39.1K -105 -5%
BL
1771
Balentine LLC
Georgia
$767K +$3.72K +10 +0.5%
MTC
1772
McDaniel Terry & Co
Texas
$761K +$4.09K +11 +0.5%
PMA
1773
Prudent Man Advisors
Illinois
$761K +$22K +59 +3%
SRC
1774
Sage Rhino Capital
California
$759K +$2.23K +6 +0.3%
PWMG
1775
Prestige Wealth Management Group
New Jersey
$759K +$45.1K +121 +6%
69 70
71
72 73