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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 %
JRP
1001
Jasper Ridge Partners
California
$4.97M +$12K +30 +0.2%
BAM
1002
Berkshire Asset Management
Pennsylvania
$4.96M +$975K +2,435 +24%
BDS
1003
Banco de Sabadell
Florida
$4.95M -$19.9M -49,596 -80%
MWM
1004
Marietta Wealth Management
Georgia
$4.93M +$464K +1,159 +10%
PCA
1005
Pallas Capital Advisors
Massachusetts
$4.93M +$890K +2,111 +22%
CBTWT
1006
Community Bank & Trust (Waco, Texas)
Texas
$4.89M -$341K -851 -7%
FMT
1007
First Mercantile Trust
Tennessee
$4.89M -$619K -1,546 -11%
WFI
1008
West Family Investments
California
$4.87M +$1.12M +2,808 +30%
SDWIA
1009
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.87M +$20.4K +51 +0.4%
LAM
1010
Lountzis Asset Management
Pennsylvania
$4.87M -$108K -270 -2%
TPA
1011
Trivium Point Advisory
Connecticut
$4.87M +$155K +386 +3%
AWM
1012
Avior Wealth Management
Nebraska
$4.87M -$6.81K -17 -0.1%
BONH
1013
Bank of New Hampshire
New Hampshire
$4.87M +$4.87M +12,163 New
HAS
1014
HBW Advisory Services
California
$4.83M +$191K +478 +4%
SWP
1015
Stratos Wealth Partners
Ohio
$4.82M +$124K +310 +3%
MLM
1016
Mount Lucas Management
Pennsylvania
$4.81M +$668K +1,669 +16%
AF
1017
Ally Financial
Michigan
$4.81M – – –
COI
1018
Connable Office Inc
Michigan
$4.8M -$75.3K -188 -2%
PH
1019
Pinnacle Holdings
Oklahoma
$4.77M -$21.2K -53 -0.4%
SIM
1020
Sonora Investment Management
Arizona
$4.77M +$565K +1,412 +13%
JIP
1021
Jaffetilchin Investment Partners
Florida
$4.76M +$2.42M +6,380 +103%
TWM
1022
Tradition Wealth Management
Minnesota
$4.76M +$442K +1,103 +10%
IA
1023
IFP Advisors
Florida
$4.71M +$142K +356 +3%
ACM
1024
Advisors Capital Management
New Jersey
$4.68M +$746K +1,864 +19%
RMC
1025
Resources Management Corp
Connecticut
$4.67M -$7.61K -19 -0.2%
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