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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 %
AP
2301
Americana Partners
Texas
$221K +$221K +906 New
AFWM
2302
AMJ Financial Wealth Management
Virginia
$220K -$550K -1,474 -71%
OLA
2303
Oliver Luxxe Assets
New Jersey
$220K – – –
PG
2304
Prostatis Group
Maryland
$219K +$219K +589 New
SW
2305
StrongBox Wealth
Missouri
$219K +$219K +588 New
FSWA
2306
Financial Synergies Wealth Advisors
Texas
$219K +$219K +588 New
UWPG
2307
Ullmann Wealth Partners Group
Florida
$218K -$1.86K -5 -0.8%
MHR
2308
Matthew Hamilton Rosenberg
$218K – – –
TFF
2309
The Family Firm
Maryland
$218K +$745 +2 +0.3%
GWA
2310
GGM Wealth Advisors
Maryland
$218K +$218K +548 New
TFA
2311
Teamwork Financial Advisors
Texas
$217K +$217K +582 New
TF
2312
TRH Financial
Iowa
$216K -$8.54K -23 -4%
HFS
2313
Horizon Financial Services
North Carolina
$216K – – –
BFP
2314
Briaud Financial Planning
Texas
$216K – – –
TFO
2315
Tarbox Family Office
California
$214K – – –
MFGM
2316
Marshall Financial Group (Maryland)
Maryland
$214K +$214K +575 New
AWP
2317
Abacus Wealth Partners
California
$213K +$213K +573 New
HIS
2318
Harvest Investment Services
Illinois
$213K +$213K +572 New
KIG
2319
Kowal Investment Group
Wisconsin
$212K -$56.6K -152 -21%
DWA
2320
Dougherty Wealth Advisers
Minnesota
$212K – – –
LWM
2321
Liberty Wealth Management
California
$212K – – –
SSC
2322
Syverson Strege & Co
Iowa
$212K +$743 +2 +0.4%
CWG
2323
Cornerstone Wealth Group
North Carolina
$212K +$212K +531 New
LCWP
2324
Legacy Capital Wealth Partners
Arkansas
$212K +$212K +571 New
DE
2325
Day & Ennis
Georgia
$211K +$211K +567 New
91 92
93
94 95