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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 %
W
2276
WealthOne
New York
$230K +$11.5K +31 +5%
HCM
2277
Hodges Capital Management
Texas
$229K – – –
ITIM
2278
Indiana Trust & Investment Management
Indiana
$227K -$38K -102 -14%
SNBOSD
2279
Security National Bank of So Dak
Iowa
$227K +$227K +611 New
MGIM
2280
M&G Investment Management
United Kingdom
$226K -$27.5K -73,827 -11%
APW
2281
Acima Private Wealth
Virginia
$226K -$23.8K -64 -10%
MSA
2282
Marino Stram & Associates
Massachusetts
$226K – – –
IMA
2283
Investment Management Associates
Colorado
$226K – – –
DWP
2284
Destiny Wealth Partners
Florida
$226K +$5.2K +14 +2%
CA
2285
CapWealth Advisors
Tennessee
$225K – – –
AC
2286
Alley Company
Illinois
$225K – – –
FCMT
2287
Founders Capital Management (Texas)
Texas
$225K – – –
LA
2288
Legacy Advisors
Pennsylvania
$225K – – –
BBHBI
2289
B, B, H, & B Inc
Alabama
$224K -$1.26M -3,386 -85%
PFS
2290
Physicians Financial Services
North Carolina
$224K – – –
SBWIC
2291
Schaper Benz & Wise Investment Counsel
Wisconsin
$224K – – –
TFCP
2292
Twin Focus Capital Partners
Massachusetts
$224K – – –
KLI
2293
Kelman-Lazarov Inc
Tennessee
$223K – – –
BMC
2294
Beaton Management Company
Massachusetts
$223K – – –
IAA
2295
Ironsides Asset Advisors
North Carolina
$223K – – –
SN
2296
Sittner & Nelson
Oregon
$223K +$4.47K +12 +2%
GIP
2297
Greatmark Investment Partners
Georgia
$222K – – –
RTS
2298
Round Table Services
New Jersey
$222K +$222K +597 New
SHJ
2299
Sharkey, Howes & Javer
Colorado
$221K – – –
CWA
2300
Clarus Wealth Advisors
Arizona
$221K – – –
90 91
92
93 94