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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 %
HCP
1826
Hexagon Capital Partners
Arkansas
$676K -$91.1K -245 -12%
FPGK
1827
Financial Partners Group (Kansas)
Kansas
$676K +$1.86K +5 +0.3%
CWS
1828
Cypress Wealth Services
California
$676K +$79.2K +213 +13%
CIC
1829
Cornercap Investment Counsel
Georgia
$673K -$4.35M -11,686 -87%
MI
1830
Markston International
New York
$673K -$100K -269 -13%
SWG
1831
Summit Wealth Group
Vermont
$672K +$6.7K +18 +1%
PCM
1832
Pointe Capital Management
Michigan
$671K +$9.3K +25 +1%
JWM
1833
Jeppson Wealth Management
California
$670K -$4.09K -11 -0.6%
JI
1834
Jeereddi Investments
California
$670K – – –
AWE
1835
Avidian Wealth Enterprises
Texas
$670K +$58.8K +158 +10%
SCI
1836
Stableford Capital II
Arizona
$669K -$16.4K -44 -2%
HCA
1837
Heck Capital Advisors
Wisconsin
$669K -$16.7K -45 -2%
DWM
1838
Darwin Wealth Management
Florida
$666K -$12.6K -34 -2%
TCM
1839
Traynor Capital Management
Pennsylvania
$666K +$108K +290 +19%
EFSCE
1840
Enterprise Financial Services Corp (EFSC)
Missouri
$663K +$17.9K +48 +3%
UH
1841
Unigestion Holding
Switzerland
$662K +$228K +613 +53%
EI
1842
Ellevest Inc
New York
$660K +$87.8K +236 +15%
RIG
1843
Renaissance Investment Group
Massachusetts
$659K -$370K -995 -36%
NIA
1844
Northstar Investment Advisors
Colorado
$659K – – –
CM
1845
Capula Management
Cayman Islands
$659K +$659K +1,772 New
CSPIA
1846
Cary Street Partners Investment Advisory
Virginia
$657K -$66.2K -178 -9%
IBOK
1847
Independence Bank of Kentucky
Kentucky
$657K -$3.72K -10 -0.6%
BA
1848
Ballast Advisors
Minnesota
$657K +$7.44K +20 +1%
QAM
1849
QCI Asset Management
New York
$651K -$8.55K -23 -1%
PPP
1850
Private Portfolio Partners
New Jersey
$644K +$26.4K +71 +4%
72 73
74
75 76