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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 %
ACM
1976
Armbruster Capital Management
New York
$484K – – –
WCM
1977
WealthBridge Capital Management
Ohio
$483K +$22.3K +60 +5%
FIM
1978
Fernwood Investment Management
Massachusetts
$481K +$5.21K +14 +1%
CTB
1979
Country Trust Bank
Illinois
$479K -$22.3K -60 -4%
PFA
1980
Pathway Financial Advisors
Vermont
$479K – – –
WCA
1981
Waratah Capital Advisors
Ontario, Canada
$478K +$478K +1,286 New
FCM
1982
Fortis Capital Management
Washington
$475K -$2.27M -6,085 -83%
AIM
1983
Alhambra Investment Management
Florida
$475K +$5.95K +16 +1%
SAM
1984
Strategy Asset Managers
California
$474K -$130K -349 -21%
CWM
1985
Cabot Wealth Management
Massachusetts
$474K +$474K +1,273 New
Capstone Investment Advisors
1986
Capstone Investment Advisors
New York
$474K +$474K +1,273 New
AF
1987
Aldebaran Financial
$473K -$37.2K -100 -7%
LSC
1988
Lesa Sroufe & Co
Washington
$473K – – –
BEAM
1989
Baker Ellis Asset Management
Washington
$472K -$11.2K -30 -2%
WAG
1990
Winthrop Advisory Group
Massachusetts
$470K +$40.2K +108 +9%
AC
1991
Apogem Capital
New York
$469K -$139K -373 -23%
SPFA
1992
Summit Place Financial Advisors
New Jersey
$469K -$27.9K -75 -6%
BWA
1993
Beam Wealth Advisors
Louisiana
$468K +$372 +1 +0.1%
LIA
1994
LBMC Investment Advisors
Tennessee
$467K -$4.84K -13 -1%
CWM
1995
Cornerstone Wealth Management
Missouri
$467K +$7.45K +20 +2%
SFP
1996
Sandbox Financial Partners
Maryland
$462K -$2.55K -7 -0.5%
WPC
1997
White Pine Capital
Minnesota
$461K – – –
KFA
1998
Krane Funds Advisors
New York
$458K -$238K -640 -34%
PIA
1999
Perennial Investment Advisors
California
$458K -$10.4K -28 -2%
EPA
2000
Element Pointe Advisors
Florida
$457K -$1.86K -5 -0.4%
78 79
80
81 82