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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 %
NSAM
1776
North Star Asset Management
Wisconsin
$757K – – –
BA
1777
Bluesphere Advisors
Pennsylvania
$757K – – –
PFA
1778
Pure Financial Advisors
California
$751K +$4.1K +11 +0.5%
FPWM
1779
FSB Premier Wealth Management
Iowa
$749K -$46.1K -124 -6%
BCM
1780
Brown Capital Management
Maryland
$748K -$234K -629 -24%
SICM
1781
Sustainable Insight Capital Management
New York
$744K -$157K -423 -17%
WW
1782
Westshore Wealth
California
$742K +$742K +1,995 New
AB
1783
Atlas Brown
Kentucky
$738K – – –
RTC
1784
Riverview Trust Company
Washington
$737K – – –
IIC
1785
Ironwood Investment Counsel
Arizona
$736K -$81.9K -220 -10%
IP
1786
Investment Partners
Ohio
$736K +$85.5K +230 +13%
APG
1787
Abacus Planning Group
South Carolina
$733K +$14.9K +40 +2%
NERM
1788
New England Research & Management
Illinois
$731K +$731K +1,965 New
BCP
1789
Berkeley Capital Partners
Georgia
$729K -$1.86K -5 -0.3%
BWM
1790
BCGM Wealth Management
Indiana
$729K +$80.5K +203 +12%
RWA
1791
Ropes Wealth Advisors
Massachusetts
$729K +$135K +328 +23%
KFI
1792
Key Financial Inc
Pennsylvania
$726K – – –
CRI
1793
Colonial River Investments
Virginia
$724K -$47.6K -128 -6%
RCG
1794
Rock Creek Group
District of Columbia
$721K -$757K -2,034 -51%
EFM
1795
E Fund Management
China
$720K +$720K +1,934 New
FP
1796
Foundry Partners
Minnesota
$719K – – –
AIS
1797
AM Investment Strategies
Tennessee
$717K +$717K +1,926 New
SOW
1798
State of Wyoming
Wyoming
$717K +$717K +1,926 New
JAG
1799
Journey Advisory Group
Kentucky
$715K +$109K +292 +18%
VCA
1800
Verdence Capital Advisors
Maryland
$712K +$5.59K +15 +0.8%
70 71
72
73 74