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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 %
UTC
826
Unified Trust Company
Kentucky
$7.33M +$424K +1,059 +6%
LOPW
827
Live Oak Private Wealth
North Carolina
$7.32M +$97.3K +243 +1%
NO
828
Ninety One
South Africa
$7.3M -$144K -361 -2%
JAM
829
JCIC Asset Management
Ontario, Canada
$7.3M -$189K -380 -3%
PGAM
830
Princeton Global Asset Management
New Jersey
$7.29M +$23.6K +59 +0.3%
OCM
831
Oakwood Capital Management
California
$7.28M -$263K -658 -3%
PAG
832
Private Advisory Group
Washington
$7.26M +$579K +1,447 +9%
CCP
833
Corient Capital Partners
California
$7.24M +$134K +334 +2%
CA
834
Cetera Advisors
Colorado
$7.24M +$193K +482 +3%
CAM
835
Cozad Asset Management
Illinois
$7.2M -$618K -1,544 -8%
EAM
836
EULAV Asset Management
Florida
$7.13M +$1.2K +3 +0%
RC
837
Roundview Capital
New Jersey
$7.12M +$475K +1,187 +7%
CIS
838
Connors Investor Services
Pennsylvania
$7.09M +$274K +685 +4%
VPIM
839
Vanguard Personalized Indexing Management
California
$7.09M +$891K +2,224 +14%
B
840
Barings
North Carolina
$7.08M -$201K -502 -3%
CNBTD
841
Citizens National Bank Trust Department
Mississippi
$7.06M -$2K -5 -0%
WAM
842
Weatherly Asset Management
California
$7.05M -$13.2K -33 -0.2%
ELI
843
Empire Life Investments
Ontario, Canada
$7.05M +$48.5K +121 +0.7%
MWM
844
Meridian Wealth Management
Kentucky
$7.03M +$145K +361 +2%
AAM
845
Autus Asset Management
Arizona
$7.03M +$624K +1,559 +10%
TFA
846
Toth Financial Advisory
Virginia
$7M +$84.5K +211 +1%
WAM
847
World Asset Management
Michigan
$6.99M -$321K -802 -4%
GFG
848
Greystone Financial Group
Michigan
$6.92M +$38K +95 +0.6%
CCT
849
Chemung Canal Trust
New York
$6.91M -$265K -663 -4%
LCC
850
Lincoln Capital Corp
Rhode Island
$6.85M +$206K +515 +3%
32 33
34
35 36