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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 %
MSFS
1901
Main Street Financial Solutions
Pennsylvania
$574K +$23.8K +64 +4%
ABTD
1902
Arvest Bank Trust Division
Oklahoma
$573K +$110K +295 +24%
BWP
1903
BSW Wealth Partners
Colorado
$572K +$34.6K +93 +6%
SP
1904
Successful Portfolios
Florida
$571K -$2.98K -8 -0.5%
Pzena Investment Management
1905
Pzena Investment Management
New York
$571K +$571K +1,535 New
TWM
1906
Titus Wealth Management
California
$569K – – –
IA
1907
Insight Advisors
Pennsylvania
$567K -$39.9K -100 -7%
MAM
1908
Marquette Asset Management
Minnesota
$567K – – –
BHBT
1909
Burke & Herbert Bank & Trust
Virginia
$564K -$1.12K -3 -0.2%
SAM
1910
Secure Asset Management
Michigan
$564K +$1.49K +4 +0.3%
LFG
1911
Larson Financial Group
Missouri
$563K – – –
KF
1912
Krilogy Financial
Missouri
$562K +$17.5K +47 +3%
CF
1913
Centaurus Financial
California
$562K +$27.5K +74 +5%
IFG
1914
Investors Financial Group
Minnesota
$562K +$48.7K +131 +9%
WWM
1915
Wolff Wiese Magana
California
$560K -$7.06K -19 -1%
WP
1916
WealthPLAN Partners
Nebraska
$558K +$12.3K +30 +2%
SEIA
1917
Signature Estate & Investment Advisors
California
$553K +$46.5K +125 +9%
FMW
1918
Farr Miller & Washington
District of Columbia
$552K +$48K +129 +10%
RFO
1919
RiverGlades Family Offices
Florida
$551K – – –
AFG
1920
Alterity Financial Group
Maine
$549K +$549K +1,076 New
AWA
1921
Aaron Wealth Advisors
Illinois
$548K -$9.29K -25 -2%
LC
1922
Lindbrook Capital
California
$548K +$46.1K +124 +9%
BOS
1923
Bank of Stockton
California
$545K -$25.3K -68 -4%
MFG
1924
Monumental Financial Group
Maryland
$544K +$544K +1,462 New
ACP
1925
Arcus Capital Partners
Georgia
$543K +$32K +86 +6%
75 76
77
78 79