UNH icon

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
$795M
2
Capital International Investors
Capital International Investors
California
$7.03B
3
Lazard Asset Management
Lazard Asset Management
New York
$439M
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
$7.09B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$18.7B
3
Capital World Investors
Capital World Investors
California
$12.7B
4
BlackRock
BlackRock
New York
$26.2B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWCM
2401
Mine & Arao Wealth Creation & Management
California
$74K – – –
AWC
2402
Abundance Wealth Counselors
Pennsylvania
$74K +$74K +200 New
RA
2403
Resolute Advisors
California
$74K +$74K +248 New
AW
2404
Avion Wealth
Texas
$73K -$96.6K -258 -57%
RDFA
2405
Ritter Daniher Financial Advisory
Ohio
$71K – – –
FMP
2406
Financial Management Professionals
Texas
$70K -$83.1K -222 -54%
CHA
2407
Carmichael Hill & Associates
Maryland
$69K +$371 +1 +0.5%
DI
2408
Disciplined Investments
Oklahoma
$65K – – –
HDIM
2409
Hanson & Doremus Investment Management
Vermont
$62K +$7.43K +20 +14%
HI
2410
Hudock Inc
Pennsylvania
$60K – – –
EC
2411
Estate Counselors
Wisconsin
$60K – – –
ADIM
2412
Alpha DNA Investment Management
Maryland
$58K +$739 +2 +1%
GG
2413
Gleason Group
Kentucky
$56K – – –
HWM
2414
Holloway Wealth Management
Florida
$55K -$52K – –
AIL
2415
AGF Investments LLC
Ontario, Canada
$52K -$23.4K -63 -31%
AWM
2416
Accel Wealth Management
Iowa
$52K +$24.9K +67 +92%
GIA
2417
Goodwin Investment Advisory
Georgia
$52K +$52K +139 New
BMD
2418
Better Money Decisions
New Mexico
$50K +$50K +134 New
KFAA
2419
Klaas Financial Asset Advisors
Illinois
$48K -$3.35K -9 -7%
WOC
2420
West Oak Capital
California
$48K – – –
NC
2421
NewSquare Capital
Pennsylvania
$48K – – –
ONST
2422
Old North State Trust
North Carolina
$48K – – –
PWA
2423
Phoenix Wealth Advisors
North Carolina
$48K +$3.3K +9 +7%
BCPWM
2424
Bradley & Co Private Wealth Management
Florida
$48K +$48K +128 New
DAM
2425
Delta Asset Management
Tennessee
$46K -$2.23K -6 -5%
95 96
97
98 99