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 %
LCP
1176
Legacy Capital Partners
Wisconsin
$3.25M -$140K -350 -4%
LFRG
1177
Lazard Frères Gestion
France
$3.24M – – –
MPPW
1178
Mitchell & Pahl Private Wealth
Oklahoma
$3.23M +$29.2K +73 +0.9%
CHAM
1179
Clear Harbor Asset Management
Connecticut
$3.22M +$2.4K +6 +0.1%
IAS
1180
IMA Advisory Services
Colorado
$3.22M -$56.5K -141 -2%
MG
1181
Mather Group
Illinois
$3.21M +$22K +55 +0.7%
UHC
1182
Union Heritage Capital
Michigan
$3.2M – – –
IWM
1183
IHT Wealth Management
Illinois
$3.2M +$732K +1,828 +30%
CB
1184
Community Bank
New York
$3.19M -$13.2K -33 -0.4%
CWAG
1185
Compton Wealth Advisory Group
Virginia
$3.19M +$4.01K +10 +0.1%
MW
1186
Marcum Wealth
Ohio
$3.19M +$9.21K +23 +0.3%
QCG
1187
Quadrant Capital Group
Ohio
$3.19M +$140K +349 +5%
FF
1188
FourThought Financial
Florida
$3.18M -$1.67M -4,169 -34%
MWM
1189
Mission Wealth Management
California
$3.17M +$8.41K +21 +0.3%
SSWM
1190
Sheets Smith Wealth Management
North Carolina
$3.15M -$82.1K -205 -3%
GW
1191
GW & Wade
Massachusetts
$3.14M +$138K +345 +5%
LWM
1192
Laidlaw Wealth Management
New York
$3.12M +$31.2K +78 +1%
BWM
1193
Buckley Wealth Management
Nevada
$3.12M -$7.21K -18 -0.2%
TW
1194
TrinityPoint Wealth
Connecticut
$3.11M -$189K -473 -6%
EH
1195
Equitable Holdings
New York
$3.11M -$182K -454 -6%
HIM
1196
Harbour Investment Management
Washington
$3.1M – – –
GBT
1197
Grove Bank & Trust
Florida
$3.09M -$32.8K -82 -1%
LNC
1198
Lincoln National Corp
Pennsylvania
$3.09M -$233K -583 -7%
MCM
1199
Mitchell Capital Management
Kansas
$3.09M -$87.7K -219 -3%
WBC
1200
West Branch Capital
Massachusetts
$3.08M +$76.9K +192 +3%
46 47
48
49 50