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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 %
FHC
2001
First Heartland Consultants
Missouri
$457K +$457K +1,228 New
PEA
2002
Pacific Edge Advisors
California
$455K – – –
BMO
2003
Beck Mack & Oliver
New York
$454K -$238K -640 -34%
TWP
2004
Tower Wealth Partners
Pennsylvania
$454K +$91.2K +245 +25%
CWM
2005
Curi Wealth Management
North Carolina
$453K +$44.6K +120 +11%
Assenagon Asset Management
2006
Assenagon Asset Management
Luxembourg
$452K -$35.7M -95,754 -99%
CRCM
2007
Corbett Road Capital Management
Virginia
$452K -$55.8K -150 -11%
SIA
2008
Soltis Investment Advisors
Utah
$450K -$10.4K -28 -2%
SNT
2009
Security National Trust
West Virginia
$450K +$18.6K +50 +4%
SFG
2010
Sovereign Financial Group
Connecticut
$448K +$1.86K +5 +0.4%
SC
2011
Saturna Capital
Washington
$446K -$139K -375 -24%
NEAM
2012
New England Asset Management
Connecticut
$446K – – –
FPCP
2013
Fort Point Capital Partners
California
$441K – – –
BWP
2014
Baldwin Wealth Partners
Massachusetts
$441K – – –
IIA
2015
ICW Investment Advisors
Arizona
$441K +$26.4K +71 +6%
AMG
2016
Asset Management Group
Connecticut
$439K +$160K +429 +57%
KM
2017
Kalos Management
Georgia
$438K +$438K +1,064 New
TCM
2018
Telos Capital Management
California
$437K -$11.9K -32 -3%
TWA
2019
TCI Wealth Advisors
Arizona
$435K +$58.8K +158 +16%
LGA
2020
Lebenthal Global Advisors
New York
$433K -$9.67K -26 -2%
JCM
2021
Jacobi Capital Management
Pennsylvania
$433K +$9.68K +26 +2%
HCP
2022
Holt Capital Partners
Texas
$432K – – –
DMC
2023
Drexel Morgan & Co
Pennsylvania
$428K -$10.4K -28 -2%
H
2024
HoyleCohen
California
$428K +$35.4K +95 +9%
OPA
2025
Old Port Advisors
Maine
$426K -$11.9K -32 -3%
79 80
81
82 83