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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 %
HIC
1076
Holderness Investments Company
North Carolina
$4.21M +$15.6K +39 +0.4%
WCM
1077
Weik Capital Management
Pennsylvania
$4.21M +$24K +60 +0.6%
WIC
1078
Woodmont Investment Counsel
Tennessee
$4.2M -$50.5K -126 -1%
KA
1079
Kintegral Advisory
New York
$4.19M – – –
AIA
1080
Affinity Investment Advisors
California
$4.17M -$1.58M -3,949 -27%
CAG
1081
Csenge Advisory Group
Florida
$4.16M +$1.22M +3,015 +42%
PFS
1082
Prospera Financial Services
Texas
$4.16M -$21.2K -53 -0.5%
DAC
1083
Dividend Assets Capital
South Carolina
$4.15M +$54.9K +137 +1%
MCP
1084
Mirador Capital Partners
California
$4.13M +$128K +319 +3%
JSMC
1085
Jess S. Morgan & Co
California
$4.11M -$1.2K -3 -0%
MCA
1086
Morris Capital Advisors
Pennsylvania
$4.11M -$67.7K -169 -2%
TVWM
1087
Tower View Wealth Management
Wisconsin
$4.09M -$28.4K -71 -0.7%
BTWM
1088
Baker Tilly Wealth Management
Wisconsin
$4.09M +$534K +1,334 +15%
SIG
1089
Sky Investment Group
Connecticut
$4.08M -$63.7K -159 -2%
DPIM
1090
Duff & Phelps Investment Management
Illinois
$4.07M -$352K -880 -8%
SFA
1091
Souders Financial Advisors
Ohio
$4.06M +$85.3K +213 +2%
CWM
1092
CMH Wealth Management
New Hampshire
$4.05M +$195K +487 +5%
MC
1093
Moors & Cabot
Massachusetts
$4.04M -$35.6K -89 -0.9%
SIM
1094
Sentry Investment Management
Wisconsin
$4.04M +$389K +971 +11%
ACM
1095
Aljian Capital Management
Nevada
$4.04M -$575K -1,436 -12%
CCG
1096
Chatham Capital Group
Georgia
$4.03M +$253K +632 +7%
AG
1097
AIA Group
Hong Kong
$4M +$2.09M +5,106 +109%
MIC
1098
MU Investments Company
Japan
$4M – – –
MPAM
1099
Murphy Pohlad Asset Management
Minnesota
$3.98M -$200K -500 -5%
CGL
1100
Clarius Group LLC
Washington
$3.98M +$43.6K +109 +1%
42 43
44
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