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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 %
SGAM
626
Smith Group Asset Management
Texas
$13.5M +$78.1K +195 +0.6%
QIM
627
Quantitative Investment Management
Virginia
$13.5M +$3.42M +8,552 +34%
HT
628
HighTower Trust
Texas
$13.4M +$8.81K +22 +0.1%
BBVA
629
Banco Bilbao Vizcaya Argentaria
Spain
$13.2M +$1,000K +2,497 +8%
TCM
630
Twin Capital Management
Pennsylvania
$13.2M +$1.98M +4,932 +18%
WAM
631
Wallington Asset Management
Indiana
$13.2M +$35.2K +88 +0.3%
MSFP
632
Mark Sheptoff Financial Planning
Connecticut
$13.1M -$223K -557 -2%
ACA
633
Aptus Capital Advisors
Alabama
$13.1M +$1.33M +3,318 +11%
AC
634
Allstate Corporation
Illinois
$13.1M -$695K -1,735 -5%
DADC
635
D.A. Davidson & Co
Montana
$13.1M -$46.5K -116 -0.4%
LBC
636
Lowe Brockenbrough & Co
Virginia
$13.1M +$221K +552 +2%
HIA
637
Harbor Investment Advisory
Maryland
$13.1M +$46.9K +117 +0.4%
BOTW
638
Bank of the West
California
$13M -$2.4M -5,992 -16%
AC
639
Addenda Capital
Quebec, Canada
$13M +$727K +1,816 +6%
TPCW
640
TD Private Client Wealth
New York
$13M +$2.52M +6,289 +24%
FNF
641
Fidelity National Financial
Florida
$13M – – –
VAS
642
Vestmark Advisory Solutions
Massachusetts
$13M +$156K +389 +1%
NWM
643
Nicola Wealth Management
British Columbia, Canada
$12.8M -$801K -2,000 -6%
PP
644
Paloma Partners
Connecticut
$12.8M +$2.4M +6,003 +23%
CS
645
Comerica Securities
Michigan
$12.7M -$683K -1,705 -5%
AAF
646
Andra AP-fonden
Sweden
$12.7M -$440K -1,100 -3%
EWA
647
EP Wealth Advisors
California
$12.6M -$898K -2,243 -7%
AUB
648
Atlantic Union Bankshares
Virginia
$12.6M -$387K -967 -3%
AMI
649
Amica Mutual Insurance
Rhode Island
$12.6M – – –
AWM
650
Arbor Wealth Management
Florida
$12.6M -$193K -482 -2%
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