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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 %
FFC
2051
First Financial Corp
Indiana
$405K -$3.73K -10 -0.9%
MA
2052
MONECO Advisors
Connecticut
$405K +$35.4K +95 +10%
PCMC
2053
Paragon Capital Management (Colorado)
Colorado
$404K – – –
KLCM
2054
KG&L Capital Management
Louisiana
$403K +$35.8K +96 +10%
KC
2055
Kingfisher Capital
North Carolina
$401K +$32.3K +87 +9%
CWP
2056
Concord Wealth Partners
Virginia
$401K +$328K +880 +447%
NJBEST
2057
New Jersey Better Educational Savings Trust
New Jersey
$396K -$356K -955 -47%
MIM
2058
MTM Investment Management
South Carolina
$395K – – –
FSC
2059
Full Sail Capital
Oklahoma
$395K +$8.37K +23 +2%
PHAM
2060
Palisades Hudson Asset Management
Florida
$393K -$109K -293 -22%
BSB
2061
Bangor Savings Bank
Maine
$393K +$52.2K +140 +15%
ACM
2062
AlphaCrest Capital Management
New York
$391K -$655K -1,761 -63%
CFD
2063
Creative Financial Designs
Indiana
$391K -$7.06K -19 -2%
GM
2064
GeoWealth Management
Illinois
$390K -$92.6K -248 -19%
FCIM
2065
Fairview Capital Investment Management
California
$390K – – –
UF
2066
Univest Financial
Pennsylvania
$390K +$8.93K +24 +2%
LNWTC
2067
Laird Norton Wetherby Trust Company
Washington
$390K +$23.2K +66 +6%
WC
2068
Woodstock Corp
Massachusetts
$389K +$8.19K +22 +2%
CCIA
2069
Campbell & Co Investment Adviser
Maryland
$389K +$389K +1,045 New
SCA
2070
STALEY CAPITAL ADVISERS
Pennsylvania
$387K – – –
GSEP
2071
Golden State Equity Partners
California
$387K +$17.5K +47 +5%
FANJ
2072
Financial Architects (New Jersey)
New Jersey
$387K +$87.8K +236 +29%
LFF
2073
Level Four Financial
Texas
$383K -$132K -354 -26%
SIMM
2074
Stillwater Investment Management (Minnesota)
Minnesota
$383K +$1.12K +3 +0.3%
SWM
2075
Stockman Wealth Management
Montana
$382K -$2.61K -7 -0.7%
81 82
83
84 85