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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 %
VWM
2101
Vigilare Wealth Management
Arizona
$363K -$46.5K -125 -11%
PBO
2102
Peoples Bank (Ohio)
Ohio
$363K -$4.84K -13 -1%
CG
2103
Clarus Group
Texas
$361K – – –
CA
2104
Continuum Advisory
Idaho
$360K +$72.9K +187 +25%
CAG
2105
Crestwood Advisors Group
Massachusetts
$359K +$359K +964 New
QPWM
2106
Quadrant Private Wealth Management
Pennsylvania
$358K +$23.1K +62 +7%
DA
2107
DCM Advisors
New York
$358K +$27.5K +74 +8%
FUBT
2108
First United Bank & Trust
Maryland
$358K +$55.8K +150 +18%
CF
2109
Clarity Financial
Texas
$357K -$3.65M -9,804 -91%
RE
2110
RBC Europe
United Kingdom
$356K +$42.8K +115 +14%
LAIC
2111
Lederer & Associates Investment Counsel
California
$355K -$97.1K -261 -21%
SAF
2112
Smith Anglin Financial
Texas
$354K -$18.2K -49 -5%
VST
2113
Van Strum & Towne
California
$352K -$3.73K -10 -1%
RHFI
2114
Reilly Herbert Faulkner III
$352K +$18.6K +50 +6%
RWI
2115
Red Wave Investments
Pennsylvania
$350K +$10.4K +28 +3%
LOAME
2116
Lombard Odier Asset Management (Europe)
United Kingdom
$349K -$3.46M -9,283 -91%
BMA
2117
Brooks Moore & Associates
Tennessee
$349K -$65.2K -175 -16%
RBFC
2118
Roman Butler Fullerton & Co
Missouri
$348K +$1.17K +3 +0.3%
RCM
2119
Requisite Capital Management
Texas
$346K +$84.1K +226 +32%
FTC
2120
Farmers Trust Company
Ohio
$344K -$3.72K -10 -1%
FTDI
2121
First Trust Direct Indexing
Massachusetts
$343K +$236K +634 +220%
GIA
2122
Guyasuta Investment Advisors
Pennsylvania
$342K -$18.6K -50 -5%
CFO
2123
CVA Family Office
Colorado
$342K +$264K +710 +338%
CA
2124
Crumly & Associates
Illinois
$341K +$89.6K +241 +36%
3F
2125
360 Financial
Minnesota
$340K – – –
83 84
85
86 87