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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 %
DA
2026
Dillon & Associates
Michigan
$426K -$6.33K -17 -1%
AWAP
2027
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$426K – – –
ACP
2028
Aveo Capital Partners
Colorado
$426K +$426K +1,146 New
TW
2029
Towerpoint Wealth
California
$425K -$36.5K -98 -8%
WP
2030
WMS Partners
Maryland
$424K -$110K -296 -21%
GCM
2031
Gables Capital Management
Florida
$424K – – –
GLA
2032
Good Life Advisors
Pennsylvania
$424K +$59.8K +161 +16%
HWM
2033
Hemington Wealth Management
Virginia
$423K +$17.8K +48 +4%
BWM
2034
BCS Wealth Management
Tennessee
$421K -$16.7K -45 -4%
FCFC
2035
First Citizens Financial Corp
Iowa
$418K -$17.9K -48 -4%
PAM
2036
Private Asset Management
California
$417K -$49.5K -133 -11%
WI
2037
Wedgewood Investors
Pennsylvania
$417K – – –
TNB
2038
Thomasville National Bank
Georgia
$416K +$15K +60 +4%
WPA
2039
West Paces Advisors
Georgia
$416K +$35K +94 +9%
EPP
2040
ETF Portfolio Partners
Kansas
$413K -$13.8K -37 -3%
MCM
2041
MV Capital Management
Maryland
$413K +$7.08K +19 +2%
AWM
2042
AllSquare Wealth Management
New York
$412K -$53.9K -145 -12%
HCM
2043
Howland Capital Management
Massachusetts
$411K +$372 +1 +0.1%
GWAM
2044
Guardian Wealth Advisors (Minnesota)
Minnesota
$410K – – –
GC
2045
Grace Capital
Massachusetts
$409K – – –
CFFP
2046
Center for Financial Planning
Michigan
$409K – – –
JCM
2047
JS Capital Management
New York
$409K +$409K +1,100 New
I
2048
INVST
Indiana
$407K +$23.5K +59 +6%
FNBOSM
2049
First National Bank of South Miami
Florida
$407K +$56.2K +151 +16%
DDPIC
2050
Deroy & Devereaux Private Investment Counsel
Michigan
$406K – – –
80 81
82
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