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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 %
MC
2201
Matisse Capital
Oregon
$279K – – –
AIM
2202
Aspen Investment Management
Michigan
$278K – – –
AC
2203
Athanor Capital
New York
$277K -$846K -2,274 -75%
BWM
2204
Baystate Wealth Management
Massachusetts
$277K +$1.12K +3 +0.4%
KA
2205
Klingman & Associates
New York
$277K +$24.5K +66 +10%
SFM
2206
Signet Financial Management
New Jersey
$277K +$277K +744 New
BAM
2207
Bruderman Asset Management
New York
$277K +$277K +744 New
BZWA
2208
Blue Zone Wealth Advisors
California
$276K -$142K -380 -34%
HR
2209
Hayden Royal
North Carolina
$276K +$276K +743 New
MSR
2210
Main Street Research
Connecticut
$276K +$276K +743 New
CG
2211
Corundum Group
Colorado
$275K -$86K -231 -24%
BRM
2212
Boston Research & Management
Massachusetts
$275K – – –
FBT
2213
First Bank & Trust
South Dakota
$274K +$31.6K +85 +13%
CCP
2214
Cardan Capital Partners
Colorado
$273K – – –
LI
2215
LVZ Inc
Michigan
$273K +$743 +2 +0.3%
BWG
2216
Beta Wealth Group
California
$271K +$271K +728 New
YMRC
2217
Yorktown Management & Research Company
Virginia
$270K -$196K -525 -42%
CA
2218
Centerpoint Advisors
Massachusetts
$269K – – –
IP
2219
Innovative Portfolios
Indiana
$269K +$269K +722 New
HWM
2220
Howard Wealth Management
Connecticut
$267K -$1.85K -5 -0.7%
PG
2221
Pendal Group
Australia
$267K – – –
MCM
2222
Monument Capital Management
Virginia
$267K – – –
PCMK
2223
Paragon Capital Management (Kansas)
Kansas
$267K +$36.1K +90 +16%
CIC
2224
Chase Investment Counsel
Virginia
$265K -$4.63M -12,465 -95%
Jones Financial Companies
2225
Jones Financial Companies
Missouri
$265K +$191K +513 +259%
87 88
89
90 91