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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 %
QVT
2076
Quantitative Value Technologies
Kansas
$382K +$382K +1,029 New
SAMC
2077
Spectrum Asset Management (California)
California
$381K +$1.86K +5 +0.5%
Members Trust
2078
Members Trust
Florida
$379K +$6.32K +17 +2%
LTI
2079
Laffer Tengler Investments
Tennessee
$378K +$88.6K +238 +31%
BWM
2080
BT Wealth Management
Georgia
$378K – – –
FNBOH
2081
First National Bank of Hutchinson
Kansas
$376K -$200K -538 -35%
SWA
2082
SOA Wealth Advisors
New York
$376K -$16.3K -44 -4%
FC
2083
Financial Consulate
Maryland
$376K – – –
SFWC
2084
Strategic Family Wealth Counselors
New Jersey
$375K +$1.12K +3 +0.3%
HCM
2085
Hengehold Capital Management
Ohio
$374K -$3.73K -10 -1%
WBG
2086
Wharton Business Group
Pennsylvania
$374K – – –
APW
2087
Austin Private Wealth
Texas
$373K -$3.72K -10 -1%
FA
2088
Fagan Associates
New York
$372K -$4.09M -11,007 -92%
QOP
2089
Quinn Opportunity Partners
Virginia
$372K – – –
SCM
2090
Stonebridge Capital Management
California
$372K – – –
LW
2091
Linscomb Wealth
Texas
$371K +$68K +183 +22%
PIMG
2092
Patriot Investment Management Group
Tennessee
$370K +$28.9K +78 +8%
AP
2093
Adero Partners
California
$370K +$151K +406 +69%
RG
2094
Rathbones Group
United Kingdom
$369K – – –
HFP
2095
Holistic Financial Partners
Indiana
$368K -$36.5K -98 -9%
MFW
2096
Mosaic Family Wealth
Missouri
$367K +$31.6K +85 +9%
CNC
2097
Citizens & Northern Corp
Pennsylvania
$366K -$85.1K -229 -19%
FAT
2098
First American Trust
California
$365K -$80.7K -217 -18%
FCFS
2099
First Command Financial Services
Texas
$365K – – –
FCB
2100
First Command Bank
Texas
$365K – – –
82 83
84
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