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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 %
OFS
1851
Oldfather Financial Services
Nebraska
$644K – – –
SFA
1852
Source Financial Advisors
New York
$644K +$61K +164 +10%
MBT
1853
Montecito Bank & Trust
California
$644K +$62.9K +169 +11%
EHC
1854
Everett Harris & Co
California
$642K – – –
ANB
1855
Amarillo National Bank
Texas
$642K – – –
BOPW
1856
Brandywine Oak Private Wealth
Pennsylvania
$637K -$37.2K -100 -6%
PFBT
1857
Parkside Financial Bank & Trust
Missouri
$633K -$89.4K -240 -12%
CC
1858
Colrain Capital
Massachusetts
$630K +$270K +750 +75%
DLHL
1859
Donald L. Hagan LLC
Florida
$629K +$629K +1,691 New
NB
1860
Nicolet Bankshares
Wisconsin
$628K -$44.7K -120 -7%
PCM
1861
Parsons Capital Management
Rhode Island
$627K – – –
SMA
1862
Sage Mountain Advisors
Georgia
$627K +$136K +365 +28%
COF
1863
Capital One Financial
Virginia
$624K -$10.8K -29 -2%
KOC
1864
Koss-Olinger Consulting
Florida
$624K +$624K +1,678 New
MA
1865
MCF Advisors
Kentucky
$623K +$116K +313 +23%
TAM
1866
Trillium Asset Management
Massachusetts
$622K -$14.9K -40 -2%
SDWMA
1867
Schneider Downs Wealth Management Advisors
Pennsylvania
$619K +$619K +1,663 New
SWP
1868
Summit Wealth Partners
Florida
$619K -$2.98K -8 -0.5%
DSA
1869
Droms Strauss Advisors
Missouri
$618K – – –
AA
1870
Argent Advisors
Louisiana
$616K -$88.2K -237 -13%
OPWM
1871
Oxinas Partners Wealth Management
Indiana
$616K +$616K +1,655 New
SSCA
1872
South Shore Capital Advisors
Massachusetts
$610K -$23.8K -64 -4%
PP
1873
Patron Partners
Texas
$610K +$120K +323 +25%
SAG
1874
Spotlight Asset Group
Illinois
$609K -$52.9K -142 -8%
HC
1875
Hendley & Co
Ohio
$608K – – –
73 74
75
76 77