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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 %
SC
851
Stolper & Co
Oklahoma
$6.83M -$3.2K -8 -0%
TIM
852
Thompson Investment Management
Wisconsin
$6.83M +$652K +1,627 +11%
GVAG
853
Great Valley Advisor Group
Delaware
$6.83M +$196K +503 +3%
AAS
854
Avantax Advisory Services
Texas
$6.8M +$306K +764 +5%
MCM
855
Mattern Capital Management
Colorado
$6.78M +$153K +382 +2%
WIS
856
Wright Investors Service
Connecticut
$6.75M +$263K +658 +4%
KPCM
857
Kings Point Capital Management
New York
$6.67M +$276K +688 +4%
ST
858
Spinnaker Trust
Maine
$6.66M +$78.1K +195 +1%
MSWM
859
Mader & Shannon Wealth Management
Missouri
$6.63M +$71.3K +178 +1%
AC
860
Alexandria Capital
Virginia
$6.61M -$11.2K -28 -0.2%
APSI
861
Asset Planning Services Inc
Louisiana
$6.61M +$34K +85 +0.5%
SAM
862
Silvercrest Asset Management
New York
$6.61M +$514K +1,283 +8%
WC
863
Winmill & Co
New York
$6.6M – – –
DCM
864
Decatur Capital Management
Georgia
$6.57M – – –
SC
865
Scholtz & Company
Connecticut
$6.56M +$187K +468 +3%
MPM
866
Meritage Portfolio Management
Kansas
$6.56M +$196K +489 +3%
RBA
867
Richard Bernstein Advisors
New York
$6.5M – – –
EWM
868
Executive Wealth Management
Michigan
$6.47M +$550K +1,373 +9%
LCM
869
Liberty Capital Management
Michigan
$6.46M -$76.1K -190 -1%
BSW
870
Buckingham Strategic Wealth
Missouri
$6.45M -$440K -1,100 -6%
ERWM
871
Elk River Wealth Management
Colorado
$6.43M +$92.5K +231 +1%
PIMJS
872
PKO Investment Management Joint-Stock
Poland
$6.43M +$2.4M +5,990 +60%
AIM
873
Anchor Investment Management
South Carolina
$6.42M +$413K +1,031 +7%
GIA
874
GHP Investment Advisors
Colorado
$6.41M -$14.4K -36 -0.2%
MWM
875
Minot Wealth Management
Massachusetts
$6.41M +$588K +1,404 +10%
33 34
35
36 37