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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 %
GAM
2151
Gould Asset Management
California
$319K +$319K +858 New
IIA
2152
IPG Investment Advisors
California
$318K -$3.35K -9 -1%
STA
2153
Summit Trail Advisors
New York
$317K -$37.6K -101 -11%
SAM
2154
Satovsky Asset Management
New York
$315K -$94.6K -254 -23%
AOWM
2155
Alpha Omega Wealth Management
Virginia
$314K +$5.95K +16 +2%
CMI
2156
Clare Market Investments
Texas
$313K +$6.7K +18 +2%
SAS
2157
Stelac Advisory Services
New York
$313K -$215K -578 -41%
SGK
2158
Steigerwald Gordon & Koch
Virginia
$313K +$3.72K +10 +1%
RWG
2159
Regal Wealth Group
California
$308K +$1.12K +3 +0.4%
AWG
2160
Altus Wealth Group
Colorado
$308K +$106K +258 +53%
BBL
2161
Beck Bode LLC
Massachusetts
$306K +$306K +822 New
NSIM
2162
North Star Investment Management
Illinois
$304K +$57.2K +154 +23%
5L
2163
55I LLC
Massachusetts
$302K -$84.5K -227 -22%
EW
2164
Element Wealth
Mississippi
$302K – – –
CBA
2165
Coastal Bridge Advisors
Connecticut
$302K +$302K +811 New
CCM
2166
Chickasaw Capital Management
Tennessee
$301K +$9.29K +25 +3%
NCM
2167
Noesis Capital Mangement
Florida
$301K +$25.7K +69 +9%
FRA
2168
Frank Rimerman Advisors
California
$301K – – –
RWP
2169
Ridgecrest Wealth Partners
California
$300K +$300K +806 New
KCPG
2170
Kavar Capital Partners Group
Kansas
$298K – – –
LF
2171
Lantz Financial
Illinois
$298K +$743 +2 +0.3%
CMBA
2172
C.M. Bidwell & Associates
Hawaii
$298K +$106K +286 +55%
AFA
2173
American Financial Advisors
Georgia
$297K – – –
TA
2174
Trellis Advisors
Washington
$296K +$1.86K +5 +0.6%
TAIM
2175
TD Ameritrade Investment Management
Nebraska
$294K – – –
85 86
87
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