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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 %
DBG
1101
De Burlo Group
Massachusetts
$3.95M – – –
NF
1102
Nikulski Financial
Iowa
$3.94M -$274K -662 -7%
BDFN
1103
Bond & Devick Financial Network
Minnesota
$3.94M -$32K -80 -0.8%
CCA
1104
Checchi Capital Advisers
California
$3.94M -$99.3K -248 -2%
MGIA
1105
Moneta Group Investment Advisors
Missouri
$3.92M -$57.7K -144 -1%
MMPW
1106
Mitchell McLeod Pugh & Williams
Alabama
$3.92M -$122K -305 -3%
PSB
1107
Piscataqua Savings Bank
New Hampshire
$3.86M -$12.4K -31 -0.3%
RIM
1108
Regent Investment Management
Kentucky
$3.86M – – –
IB
1109
Intrust Bank
Kansas
$3.85M -$96.1K -240 -2%
FWM
1110
Fairhaven Wealth Management
Illinois
$3.85M +$40.4K +101 +1%
IHL
1111
Investment House LLC
California
$3.81M – – –
NIM
1112
Nicollet Investment Management
Minnesota
$3.78M -$76.9K -192 -2%
VNA
1113
Valley National Advisers
Pennsylvania
$3.78M +$12.8K +32 +0.3%
CCM
1114
Cox Capital Management
Massachusetts
$3.78M +$153K +383 +4%
Primecap Management
1115
Primecap Management
California
$3.77M – – –
OCM
1116
Orleans Capital Management
Louisiana
$3.74M -$66.1K -165 -2%
DA
1117
Duality Advisers
Florida
$3.73M +$1.12M +2,800 +43%
CCG
1118
Cypress Capital Group
Florida
$3.72M +$72.1K +180 +2%
CW
1119
CreativeOne Wealth
Kansas
$3.71M +$513K +1,282 +16%
OA
1120
Oak Associates
Ohio
$3.7M – – –
UAM
1121
Unison Asset Management
Florida
$3.7M – – –
Koshinski Asset Management
1122
Koshinski Asset Management
Illinois
$3.7M -$391K -977 -10%
WPW
1123
Waldron Private Wealth
Pennsylvania
$3.69M -$31.6K -79 -0.9%
CAM
1124
Covenant Asset Management
New Jersey
$3.69M -$21.2K -53 -0.6%
MOS
1125
MGO One Seven
Ohio
$3.68M +$1.07M +2,671 +41%
43 44
45
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