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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 %
HWA
1226
Heritage Way Advisors
Illinois
$2.88M -$52.1K -130 -2%
SFG
1227
SevenBridge Financial Group
Pennsylvania
$2.88M +$107K +267 +4%
CC
1228
Claybrook Capital
Massachusetts
$2.88M +$2.88M +7,192 New
LS
1229
Leelyn Smith
Illinois
$2.88M -$145K -363 -5%
PCIA
1230
Prime Capital Investment Advisors
Kansas
$2.87M -$1.62M -4,040 -36%
AC
1231
Avestar Capital
New York
$2.86M +$577K +1,440 +25%
ACM
1232
Ashford Capital Management
Delaware
$2.84M – – –
BO
1233
BRR OpCo
Ohio
$2.83M -$101K -253 -3%
CDH
1234
Charles D. Hyman
$2.83M -$7.21K -18 -0.3%
MBTD
1235
Mechanics Bank - Trust Department
California
$2.83M +$32.4K +81 +1%
DDC
1236
DF Dent & Co
Maryland
$2.82M +$12.8K +32 +0.5%
VBCG
1237
Valley Brook Capital Group
Pennsylvania
$2.8M +$17.2K +43 +0.6%
MWVC
1238
Morgens Waterfall Vintiadis & Co
New York
$2.8M -$641K -1,600 -19%
TA
1239
TFG Advisers
Michigan
$2.77M +$5.61K +14 +0.2%
CNC
1240
Canandaigua National Corp
New York
$2.77M +$16.8K +42 +0.6%
SLG
1241
Stanley-Laman Group
Pennsylvania
$2.74M +$50.1K +125 +2%
LHC
1242
Little House Capital
Massachusetts
$2.73M +$195K +488 +8%
AIC
1243
Ameritas Investment Company
Nebraska
$2.72M -$4.17M -7,248 -61%
MLFP
1244
MPS Loria Financial Planners
Illinois
$2.72M +$18.4K +46 +0.7%
LWMM
1245
Legacy Wealth Management (Mississippi)
Mississippi
$2.72M – – –
DR
1246
Davis Rea
Ontario, Canada
$2.72M +$10K +25 +0.4%
BFA
1247
Brendel Financial Advisors
New Hampshire
$2.71M +$34K +85 +1%
FTDI
1248
First Trust Direct Indexing
Massachusetts
$2.7M +$2.33M +5,830 +632%
ECU
1249
Eisler Capital (UK)
United Kingdom
$2.69M +$2.69M +6,720 New
PA
1250
PFG Advisors
Arizona
$2.69M -$22.4K -56 -0.8%
48 49
50
51 52