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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 %
FCCM
1876
First City Capital Management
Georgia
$606K -$77K -190 -11%
FCMC
1877
Founders Capital Management (Connecticut)
Connecticut
$604K +$18.6K +50 +3%
TSS
1878
Two Sigma Securities
New York
$603K +$387K +1,039 +179%
APA
1879
Allegiant Private Advisors
Florida
$598K +$372K +1,002 +165%
MC
1880
Maverick Capital
Texas
$597K -$648K -1,742 -52%
MWC
1881
MBM Wealth Consultants
Missouri
$597K -$39.1K -105 -6%
SSWG
1882
Seven Springs Wealth Group
Tennessee
$597K -$6.7K -18 -1%
WAP
1883
Wealthcare Advisory Partners
Pennsylvania
$596K +$224K +602 +60%
GWS
1884
Glassman Wealth Services
Virginia
$593K +$7.44K +20 +1%
JF
1885
JSF Financial
California
$593K +$10.8K +29 +2%
CMO
1886
Covenant Multifamily Offices
Texas
$593K +$593K +1,595 New
ZCA
1887
Zeke Capital Advisors
Pennsylvania
$592K +$1.49K +4 +0.3%
KFGK
1888
Keystone Financial Group (Kentucky)
Kentucky
$588K +$77.4K +208 +15%
ICM
1889
Islay Capital Management
Texas
$588K +$97.5K +262 +20%
CIC
1890
Crawford Investment Counsel
Georgia
$587K -$18.2K -49 -3%
RPWA
1891
Regent Peak Wealth Advisors
Georgia
$586K -$2.02M -5,427 -78%
FPF
1892
First Pacific Financial
Washington
$586K +$114K +306 +24%
SWA
1893
Stratos Wealth Advisors
Ohio
$586K +$309K +830 +111%
OCM
1894
One Capital Management
California
$584K +$5.94K +16 +1%
TYCC
1895
Texas Yale Capital Corp
Florida
$583K – – –
WA
1896
WealthTrust Axiom
Pennsylvania
$580K +$3.72K +10 +0.6%
BA
1897
Birinyi Associates
Connecticut
$577K -$130K -350 -18%
CPC
1898
Consolidated Planning Corp
Georgia
$575K – – –
VC
1899
Vicus Capital
Pennsylvania
$575K +$35.4K +95 +7%
PP
1900
Professional Planning
California
$574K -$106K -286 -16%
74 75
76
77 78