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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 %
LA
1951
LVW Advisors
New York
$514K -$88.2K -237 -15%
SMH
1952
Sanders Morris Harris
Texas
$513K – – –
WA
1953
Winfield Associates
Ohio
$513K – – –
SFG
1954
Sunburst Financial Group
Alabama
$512K -$5.21K -14 -1%
1SB
1955
1ST Source Bank
Indiana
$511K -$19K -51 -4%
DCM
1956
Dimension Capital Management
Florida
$510K +$91.3K +245 +22%
SIC
1957
Samalin Investment Counsel
New York
$508K -$10.8K -29 -2%
IAMOG
1958
Investors Asset Management of Georgia
Georgia
$508K – – –
NA
1959
Navellier & Associates
Nevada
$505K -$17.1K -46 -3%
MCA
1960
Magnolia Capital Advisors
Mississippi
$505K +$505K +1,357 New
CHP
1961
Cable Hill Partners
Oregon
$502K +$47.6K +128 +10%
HI
1962
Humankind Investments
New York
$501K +$501K +1,347 New
IHWM
1963
Iron Horse Wealth Management
Iowa
$500K – – –
SWA
1964
SFMG Wealth Advisors
Texas
$498K +$5.58K +15 +1%
AW
1965
ACG Wealth
Georgia
$497K -$489K -1,315 -50%
BCM
1966
Buckhead Capital Management
Georgia
$496K -$143K -385 -22%
CWP
1967
CFM Wealth Partners
Texas
$496K -$72.6K -195 -13%
ACA
1968
Anchor Capital Advisors
Massachusetts
$496K – – –
FNB
1969
Farmers National Bank
Kentucky
$495K +$372 +1 +0.1%
EMG
1970
ETF Managers Group
New Jersey
$494K +$78K +209 +19%
IIC
1971
Integrated Investment Consultants
Michigan
$492K +$25.3K +68 +5%
BO
1972
Bank OZK
Arkansas
$491K – – –
MFG
1973
Merit Financial Group
Georgia
$488K -$42.8K -115 -8%
PP
1974
PrairieView Partners
Minnesota
$487K -$101K -272 -17%
HIP
1975
HUB Investment Partners
Texas
$485K +$485K +1,304 New
77 78
79
80 81