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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 %
ECM
776
Estabrook Capital Management
New York
$8.32M -$118K -294 -1%
EW
777
Evoke Wealth
California
$8.31M +$87.3K +218 +1%
UR
778
USCA RIA
Texas
$8.3M -$1.94M -4,857 -19%
KFP
779
KMG Fiduciary Partners
Ohio
$8.29M +$140K +350 +2%
BU
780
BBVA USA
Alabama
$8.25M +$8.25M +20,611 New
Arrowstreet Capital
781
Arrowstreet Capital
Massachusetts
$8.22M +$3.16M +7,900 +63%
CIA
782
Covington Investment Advisors
Pennsylvania
$8.2M +$94.5K +236 +1%
LIM
783
Leavell Investment Management
Alabama
$8.17M – – –
TCBWMS
784
Texas Capital Bank Wealth Management Services
Texas
$8.17M +$787K +1,966 +11%
CBB
785
Citizens Business Bank
California
$8.13M -$384K -960 -5%
WAS
786
WESPAC Advisors SoCal
California
$8.13M -$2.88M -7,190 -26%
PIM
787
Penobscot Investment Management
Massachusetts
$8.12M -$111K -278 -1%
GWM
788
Greenwich Wealth Management
Connecticut
$8.12M -$60.1K -150 -0.7%
BRWM
789
B. Riley Wealth Management
Tennessee
$8.07M -$32.4K -81 -0.4%
AF
790
Alerus Financial
North Dakota
$8.06M -$1.35M -3,367 -14%
CFG
791
Cambridge Financial Group
Ohio
$8.05M -$138K -344 -2%
SNB
792
Security National Bank
Nebraska
$8.04M +$165K +413 +2%
M
793
MOTCO
Texas
$8.03M -$245K -611 -3%
OSAM
794
O'Shaughnessy Asset Management
Connecticut
$8.02M +$1.23M +3,077 +18%
CGFI
795
Cypress Growth Fund III
California
$8.01M – – –
GCM
796
Gabalex Capital Management
New York
$8.01M – – –
SCM
797
Silvant Capital Management
Georgia
$7.93M -$125K -313 -2%
PFM
798
Parsec Financial Management
North Carolina
$7.91M -$20.8K -52 -0.3%
Rafferty Asset Management
799
Rafferty Asset Management
New York
$7.9M +$639K +1,596 +9%
MAM
800
Meeder Asset Management
Ohio
$7.89M -$4.14M -10,343 -34%
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