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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 %
FM
2251
Family Management
New York
$246K +$246K +660 New
G
2252
GenTrust
Florida
$245K +$245K +660 New
BHA
2253
Beech Hill Advisors
New York
$244K – – –
RZH
2254
Relyea Zuckerberg Hanson
Connecticut
$244K +$10.2K +26 +4%
TWP
2255
Treybourne Wealth Planners
Indiana
$243K +$243K +654 New
CWM
2256
Concentric Wealth Management
California
$242K -$18.6K -50 -7%
HPCM
2257
High Pointe Capital Management
Illinois
$242K – – –
AIM
2258
Axiom Investment Management
New York
$242K +$242K +647 New
SAM
2259
Summit Asset Management
Tennessee
$241K +$6.31K +17 +3%
CVM
2260
Cheviot Value Management
California
$240K +$240K +646 New
LDB
2261
Lee, Danner & Bass
Tennessee
$239K -$7.43K -20 -3%
FWC
2262
First Washington Corp
Washington
$239K – – –
CC
2263
Courier Capital
New York
$238K -$299K -805 -56%
PLFAM
2264
Pineno Levin & Ford Asset Management
Virginia
$238K -$9.31K -25 -4%
LSPW
2265
Lake Street Private Wealth
Illinois
$238K +$12.7K +34 +6%
BDF
2266
Black Diamond Financial
Maryland
$237K -$18.6K -50 -7%
AFAS
2267
Acorn Financial Advisory Services
Virginia
$236K -$2.61K -7 -1%
DAM
2268
Diamant Asset Management
Connecticut
$234K – – –
P
2269
&Partners
Tennessee
$233K -$31.6K -85 -12%
FPFS
2270
First Personal Financial Services
North Carolina
$233K -$15.7K -42 -6%
CFG
2271
Cooper Financial Group
California
$231K -$319K -858 -58%
ZIG
2272
Zuckerman Investment Group
Illinois
$231K +$231K +621 New
BWP
2273
Bernardo Wealth Planning
Pennsylvania
$230K -$993K -2,672 -81%
CPC
2274
Congress Park Capital
New York
$230K -$37.3K -100 -14%
FC
2275
Forte Capital
New York
$230K -$33.5K -90 -13%
89 90
91
92 93