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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 %
SLF
2326
Sun Life Financial
Ontario, Canada
$208K -$746 -2 -0.4%
MGAM
2327
McGowan Group Asset Management
Texas
$208K +$208K +559 New
WCM
2328
Wealthcare Capital Management
Virginia
$208K +$208K +559 New
BCM
2329
Brookmont Capital Management
Texas
$207K +$207K +557 New
PGIM
2330
Pacific Global Investment Management
California
$206K +$206K +554 New
HHAM
2331
HITE Hedge Asset Management
Massachusetts
$205K +$205K +550 New
GIM
2332
Guild Investment Management
California
$205K +$205K +550 New
AA
2333
Advisory Alpha
Michigan
$205K +$205K +550 New
PCM
2334
Poehling Capital Management
Wisconsin
$205K +$205K +550 New
FFG
2335
Ford Financial Group
California
$203K -$93.7K -253 -32%
SWM
2336
Salvus Wealth Management
New Jersey
$203K +$203K +555 New
VCG
2337
Vantage Consulting Group
Virginia
$200K +$58.8K +158 +42%
RIM
2338
Rockbridge Investment Management
New York
$196K -$5.95K -16 -3%
EWA
2339
Evolution Wealth Advisors
Florida
$195K +$32K +86 +20%
NFSG
2340
Newbridge Financial Services Group
Florida
$194K +$27.6K +74 +17%
AIC
2341
Archer Investment Corporation
Indiana
$189K +$99.3K +267 +111%
CPA
2342
Cowen Prime Advisors
New York
$186K – – –
AP
2343
Atwood & Palmer
Missouri
$185K – – –
FA
2344
Financial Avengers
California
$183K -$1.86K -5 -1%
HBT
2345
Hills Bank & Trust
Iowa
$181K -$372 -1 -0.2%
MF
2346
Manchester Financial
California
$181K +$5.59K +15 +3%
GC
2347
Garde Capital
Washington
$181K +$14.9K +40 +9%
AFS
2348
Annapolis Financial Services
Maryland
$178K +$372 +1 +0.2%
RWB
2349
RMR Wealth Builders
New Jersey
$178K +$104K +281 +142%
GAM
2350
Gemmer Asset Management
California
$177K -$14.8K -40 -8%
92 93
94
95 96