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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 %
CPIG
1926
Chicago Partners Investment Group
Illinois
$541K +$15.8K +40 +3%
BOS
1927
Bingham Osborn & Scarborough
California
$541K +$64K +172 +13%
LA
1928
Latitude Advisors
Florida
$540K -$76K -204 -12%
HIC
1929
Hartline Investment Corp
Illinois
$539K – – –
DA
1930
DSC Advisors
Illinois
$539K +$199K +536 +59%
WG
1931
Winton Group
United Kingdom
$539K +$539K +1,448 New
HJMC
1932
Hellman Jordan Management Company
Massachusetts
$538K +$538K +1,446 New
BP
1933
BCK Partners
New York
$535K +$535K +1,342 New
TC
1934
Trust Company
Kansas
$534K -$332K -892 -38%
B
1935
Brightworth
Georgia
$534K +$84.8K +228 +19%
GL
1936
Graypoint LLC
New York
$533K +$4.09K +11 +0.8%
FAM
1937
Formidable Asset Management
Ohio
$533K +$30.1K +81 +6%
ICG
1938
InterOcean Capital Group
Tennessee
$531K -$52.5K -141 -9%
MAM
1939
Marotta Asset Management
Virginia
$530K – – –
EVC
1940
Eidelman Virant Capital
Missouri
$528K +$9.26K +25 +2%
VWA
1941
Visionary Wealth Advisors
Illinois
$528K +$11.2K +30 +2%
MWM
1942
Modera Wealth Management
New Jersey
$528K +$11.9K +32 +2%
BMC
1943
Benin Management Corp
Connecticut
$524K – – –
RWM
1944
Reston Wealth Management
Virginia
$522K +$19K +51 +4%
WAAG
1945
Wealth Alliance Advisory Group
Kansas
$521K +$73.6K +198 +16%
CFA
1946
Capstone Financial Advisors
Illinois
$520K +$33.8K +91 +7%
JPG
1947
Jordan Park Group
California
$519K +$519K +1,395 New
RWP
1948
RWA Wealth Partners
Massachusetts
$517K – – –
NIM
1949
Northeast Investment Management
Massachusetts
$516K – – –
NWM
1950
Northwest Wealth Management
Iowa
$515K – – –
76 77
78
79 80