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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 %
LIG
1801
Lokken Investment Group
Delaware
$709K -$70.3K -189 -9%
TPWA
1802
TRUE Private Wealth Advisors
Oregon
$708K -$51.7K -139 -7%
CNB
1803
Camden National Bank
Maine
$708K – – –
CNC
1804
Camden National Corporation
Maine
$708K +$708K +1,902 New
WMP
1805
Wealth Management Partners
Arizona
$707K -$23K -63 -3%
DAM
1806
Deltec Asset Management
New York
$707K – – –
PIM
1807
Profit Investment Management
Maryland
$705K +$131K +352 +23%
DA
1808
Detalus Advisors
Missouri
$701K +$9.31K +25 +1%
TFS
1809
TrustCore Financial Services
Tennessee
$701K +$11.2K +30 +2%
ESCM
1810
Echo Street Capital Management
New York
$700K +$700K +1,881 New
CAM
1811
Campion Asset Management
Virginia
$699K +$699K +1,880 New
NHC
1812
Nicholas Hoffman & Company
Georgia
$698K +$406K +1,091 +139%
PWM
1813
Prentice Wealth Management
New York
$695K +$695K +1,867 New
RMCM
1814
Reynders McVeigh Capital Management
Massachusetts
$694K -$237K -638 -25%
F
1815
F3Logic
Minnesota
$694K -$745 -2 -0.1%
BB
1816
Berkshire Bank
Massachusetts
$694K -$745 -2 -0.1%
AMM
1817
American Money Management
California
$694K +$694K +1,865 New
TCB
1818
Texas Capital Bancshares
Texas
$694K +$694K +1,866 New
WT
1819
Washington Trust
Rhode Island
$689K -$3.35K -9 -0.5%
LBA
1820
Letko, Brosseau & Associates
Quebec, Canada
$688K – – –
VI
1821
Versor Investments
New York
$687K +$687K +1,846 New
SSWM
1822
Smith Salley Wealth Management
North Carolina
$685K +$204K +549 +43%
MW
1823
MBL Wealth
North Carolina
$682K +$89.3K +240 +15%
HHGA
1824
Halbert Hargrove Global Advisors
California
$678K -$313K -841 -32%
NB
1825
Northwest Bancshares
Pennsylvania
$678K +$145K +390 +27%
71 72
73
74 75