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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 %
EF
951
Empirical Finance
Pennsylvania
$5.46M +$1.56M +3,893 +40%
TH
952
TCTC Holdings
Texas
$5.45M +$28.8K +72 +0.5%
BI
953
Ballast Inc
Kentucky
$5.44M +$178K +445 +3%
EAMA
954
EFG Asset Management (Americas)
Florida
$5.42M +$112K +278 +2%
FIB
955
First Interstate Bank
Montana
$5.42M +$5.42M +13,540 New
CIG
956
Consolidated Investment Group
Colorado
$5.41M – – –
IWA
957
IBEX Wealth Advisors
New Jersey
$5.4M +$240K +599 +5%
HCMT
958
Highland Capital Management (Tennessee)
Tennessee
$5.4M -$2.08M -5,182 -28%
NIA
959
Northstar Investment Advisors
Colorado
$5.39M +$4.65M +11,291 +637%
AAMU
960
AEGON Asset Management (UK)
United Kingdom
$5.37M +$5.37M +13,411 New
DWA
961
Douglass Winthrop Advisors
New York
$5.37M -$54.1K -135 -1%
PBT
962
Pictet Bank & Trust
Bahamas
$5.37M -$1.24M -3,100 -19%
SFFS
963
Stonehage Fleming Financial Services
Jersey
$5.34M -$121K -302 -2%
PI
964
Parkside Investments
Illinois
$5.33M -$261K -652 -5%
CPA
965
Capital Planning Advisors
California
$5.33M +$13.6K +34 +0.3%
RIM
966
Reliant Investment Management
Tennessee
$5.32M -$14K -35 -0.3%
CT
967
Coastline Trust
Rhode Island
$5.31M -$497K -1,240 -9%
VCWA
968
Vanguard Capital Wealth Advisors
Colorado
$5.31M +$11.6K +29 +0.2%
SCM
969
Shelton Capital Management
Colorado
$5.3M – – –
WAS
970
Wealth Advisory Solutions
Indiana
$5.29M -$26K -65 -0.5%
HWM
971
Hohimer Wealth Management
Washington
$5.29M +$469K +1,171 +10%
AIM
972
Acropolis Investment Management
Missouri
$5.28M -$78.1K -195 -1%
MSU
973
Mizuho Securities USA
New York
$5.28M -$4.27M -10,659 -45%
BB
974
Busey Bank
Illinois
$5.28M -$69.3K -173 -1%
HNW
975
High Note Wealth
Minnesota
$5.28M -$192K -479 -4%
37 38
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