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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 %
CFA
2176
CWS Financial Advisors
Michigan
$294K +$2.98K +8 +1%
RM
2177
Resource Management
Louisiana
$292K +$18.6K +50 +7%
WPC
2178
Waters Parkerson & Co
Louisiana
$291K -$9.3K -25 -3%
PSIWM
2179
Paradigm Strategies in Wealth Management
Minnesota
$291K +$291K +781 New
WB
2180
Webster Bank
Connecticut
$290K – – –
FA
2181
Fortis Advisors
Pennsylvania
$290K – – –
BSAM
2182
Blue Square Asset Management
New York
$290K +$11.5K +31 +4%
JCM
2183
Jag Capital Management
Missouri
$289K – – –
FFG
2184
Fortem Financial Group
California
$289K +$37.2K +100 +15%
DIM
2185
Delta Investment Management
California
$288K -$222K -596 -44%
FAM
2186
Flaharty Asset Management
Florida
$288K – – –
EAM
2187
Evanson Asset Management
California
$287K -$4.09K -11 -1%
CWP
2188
Curated Wealth Partners
California
$286K +$5.59K +15 +2%
SFPG
2189
Stonebridge Financial Planning Group
Florida
$285K – – –
NG
2190
Northstar Group
New York
$285K +$37.6K +101 +15%
SW
2191
SteelPeak Wealth
California
$284K -$88.6K -238 -24%
OWM
2192
Orgel Wealth Management
Wisconsin
$284K -$51.3K -138 -15%
PPW
2193
Parcion Private Wealth
Washington
$284K -$2.23K -6 -0.8%
SAM
2194
SignalPoint Asset Management
Missouri
$284K +$61.5K +165 +28%
EWA
2195
ERTS Wealth Advisors
Michigan
$282K +$8.19K +22 +3%
PPWM
2196
PFG Private Wealth Management
Florida
$282K +$282K +758 New
LB
2197
Leo Brokerage
Texas
$281K -$94.7K -254 -25%
BFA
2198
Benedict Financial Advisors
Georgia
$281K +$27.9K +75 +11%
PA
2199
Probity Advisors
Texas
$281K +$281K +756 New
MC
2200
Matisse Capital
Oregon
$279K – – –
86 87
88
89 90