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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 %
HIS
976
Horizon Investment Services
Indiana
$5.28M +$52.9K +132 +1%
AWM
977
Altium Wealth Management
New York
$5.26M +$40.4K +101 +0.8%
TCOV
978
Trust Company of Vermont
Vermont
$5.26M +$98.1K +245 +2%
BIMC
979
Benson Investment Management Company
Virginia
$5.26M +$60.1K +150 +1%
AWM
980
Apollon Wealth Management
South Carolina
$5.24M -$721K -1,801 -12%
NB
981
NBT Bank
New York
$5.23M -$58.5K -146 -1%
HI
982
Handelsinvest Investeringsforvaltning
Denmark
$5.23M -$320K -800 -6%
PP
983
Pegasus Partners
Wisconsin
$5.22M -$557K -1,391 -10%
AI
984
Accredited Investors
Minnesota
$5.21M +$30.8K +77 +0.6%
WSFS
985
Wilmington Savings Fund Society
Delaware
$5.19M +$254K +634 +5%
BHC
986
Bowen Hanes & Co
Florida
$5.18M +$5.18M +12,925 New
Credit Agricole
987
Credit Agricole
France
$5.17M -$291K -726 -5%
HIM
988
Hotaling Investment Management
Pennsylvania
$5.17M -$31.2K -78 -0.6%
MMG
989
Monetary Management Group
Missouri
$5.16M -$1.17M -2,930 -19%
DAS
990
Dynamic Advisor Solutions
Arizona
$5.16M +$38.4K +96 +0.8%
CIC
991
Carnegie Investment Counsel
Ohio
$5.15M +$15.6K +39 +0.3%
SFS
992
Sowell Financial Services
Arkansas
$5.11M -$1.14M -2,840 -18%
IWC
993
Integrated Wealth Concepts
Massachusetts
$5.11M +$146K +365 +3%
MA
994
Montag & Associates
Georgia
$5.07M -$117K -293 -2%
JWCA
995
J.W. Coons Advisors
Ohio
$5.06M -$104K -259 -2%
HEIP
996
Hudson Edge Investment Partners
New Jersey
$5.06M -$321K -801 -6%
CT
997
Chicago Trust
Illinois
$5.04M +$1.26M +3,149 +33%
ETC
998
Exchange Traded Concepts
Oklahoma
$5.03M +$5.03M +12,550 New
FWM
999
Frontier Wealth Management
Missouri
$5.01M +$274K +685 +6%
AC
1000
Asio Capital
Kentucky
$5M +$116K +289 +2%
38 39
40
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