UNH icon

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 %
GI
1126
GS Investments
Minnesota
$3.68M +$1.2M +2,990 +48%
CAM
1127
Cypress Asset Management
Texas
$3.66M -$14K -35 -0.4%
EFS
1128
Essex Financial Services
Connecticut
$3.64M – – –
WPP
1129
Whalerock Point Partners
Rhode Island
$3.62M +$400 +1 +0%
MWA
1130
Meridian Wealth Advisors
Texas
$3.61M +$125K +311 +4%
BP
1131
Ballentine Partners
Massachusetts
$3.59M +$9.61K +24 +0.3%
FMB
1132
Field & Main Bank
Kentucky
$3.59M -$40K -100 -1%
RDWM
1133
Red Door Wealth Management
Tennessee
$3.58M +$588K +1,468 +20%
RFA
1134
Reilly Financial Advisors
California
$3.57M -$9.61K -24 -0.3%
MLL
1135
Moody Lynn & Lieberson
Massachusetts
$3.56M -$24K -60 -0.7%
PT
1136
Plimoth Trust
Massachusetts
$3.56M +$50.1K +125 +1%
LA
1137
LexAurum Advisors
Kansas
$3.55M -$8.81K -22 -0.2%
WANY
1138
Wealthspire Advisors (New York)
New York
$3.53M -$5.96M -14,875 -63%
DCM
1139
Delta Capital Management
New Jersey
$3.53M +$14K +35 +0.4%
AI
1140
AXS Investments
New York
$3.53M -$1.32M -3,289 -27%
ABP
1141
Arthur B. Page
$3.52M +$72.1K +180 +2%
PCM
1142
Palouse Capital Management
Washington
$3.52M -$13.6K -34 -0.4%
TFS
1143
Thoroughbred Financial Services
Tennessee
$3.51M -$57.3K -143 -2%
CFGS
1144
Concourse Financial Group Securities
Alabama
$3.51M +$201K +501 +6%
SSI
1145
Scott & Selber Inc
Texas
$3.5M -$10.8K -27 -0.3%
JFGIW
1146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.5M -$7.21K -18 -0.2%
RAM
1147
Roanoke Asset Management
New Jersey
$3.49M +$843K +2,105 +32%
JSL
1148
JT Stratford LLC
Georgia
$3.48M +$38.4K +96 +1%
SEEDPG
1149
S.E.E.D. Planning Group
New York
$3.47M -$36.4K -91 -1%
SC
1150
Savant Capital
Illinois
$3.47M +$16.4K +41 +0.5%
44 45
46
47 48