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UnitedHealth
UNH

Overview Fund Activity

2,577 hedge funds and large institutions have $373B invested in UnitedHealth in 2021 Q2 according to their latest regulatory filings, with 172 funds opening new positions, 1,159 increasing their positions, 931 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,577
Holders Change
+75
Holders Change %
+3%
% of All Funds
44.99%
Holding in Top 10
230
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.95%
% of All Funds
4.02%
New
172
Increased
1,159
Reduced
931
Closed
72
Calls
$2.04B
Puts
$2.6B
Net Calls
-$555M
Net Calls Change
-$421M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$525M
2
Macquarie Group
Macquarie Group
Australia
+$492M
3
State Street
State Street
Massachusetts
+$336M
4
Morgan Stanley
Morgan Stanley
New York
+$308M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.17B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$945M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$678M
4
BlackRock
BlackRock
New York
-$583M
5
FP
Financial Perspectives
Minnesota
-$535M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSIA
551
O'Shares Investment Advisers
Massachusetts
$18.3M +$485K +1,210 +3%
NCM
552
Novare Capital Management
North Carolina
$18.2M +$536K +1,339 +3%
FGP
553
Foyston, Gordon, & Payne
Ontario, Canada
$18.2M -$491K -1,227 -3%
CFG
554
Citizens Financial Group
Rhode Island
$18.1M +$646K +1,612 +4%
OC
555
Oppenheimer & Co
New York
$18M -$3.75M -9,369 -17%
CCMIC
556
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$17.9M +$1.87M +4,665 +12%
CTA
557
Colonial Trust Advisors
South Carolina
$17.8M -$104K -259 -0.6%
PCA
558
Private Capital Advisors
Connecticut
$17.7M -$209K -522 -1%
FBA
559
Front Barnett Associates
Illinois
$17.6M +$340K +850 +2%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$17.6M +$295K +737 +2%
DY
561
Dowling & Yahnke
California
$17.3M -$77.7K -194 -0.4%
BCM
562
BTR Capital Management
California
$17.2M +$68.1K +170 +0.4%
NMIMC
563
Northwestern Mutual Investment Management Company
Wisconsin
$17.2M +$400 +1 +0%
BPB
564
Badgley, Phelps & Bell
Washington
$17.1M -$5.07M -12,655 -23%
EARNEST Partners
565
EARNEST Partners
Georgia
$17M -$3.2M -7,999 -16%
BRWA
566
B. Riley Wealth Advisors
Florida
$16.8M +$1.76M +4,433 +12%
HW
567
Hancock Whitney
Mississippi
$16.8M +$302K +754 +2%
HFS
568
Haverford Financial Services
Pennsylvania
$16.7M -$801 -2 -0%
SCA
569
Stillwater Capital Advisors
Pennsylvania
$16.7M -$149K -371 -0.9%
HTHT
570
Hemenway Trust Hemenway Trust
New Hampshire
$16.7M +$518K +1,293 +3%
KCP
571
KDI Capital Partners
North Carolina
$16.7M +$1.43M +3,567 +9%
PA
572
Pinnacle Associates
New York
$16.7M -$1.45M -3,631 -8%
AHB
573
Abner Herrman & Brock
New Jersey
$16.6M -$985K -2,461 -6%
FNBT
574
FineMark National Bank & Trust
Florida
$16.6M +$121K +303 +0.7%
PP
575
Patten & Patten
Tennessee
$16.5M -$669K -1,671 -4%
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