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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 %
MWM
1251
Mattern Wealth Management
Kansas
$2.68M -$25.6K -61 -0.9%
LSAG
1252
Lake Street Advisors Group
New Hampshire
$2.68M +$5.68K +14 +0.2%
BAAM
1253
Baker Avenue Asset Management
California
$2.68M +$334K +833 +14%
MFM
1254
MD Financial Management
Ontario, Canada
$2.67M -$6.61M -16,506 -71%
BCM
1255
Birch Capital Management
Texas
$2.67M – – –
ECM
1256
Elgethun Capital Management
South Dakota
$2.66M +$8.41K +21 +0.3%
WCM
1257
Wunderlich Capital Managemnt
Tennessee
$2.66M +$17.6K +44 +0.7%
RE
1258
RBC Europe
United Kingdom
$2.66M +$2.27M +5,680 +593%
WSCM
1259
Wellington Shields Capital Management
New York
$2.65M -$34.8K -87 -1%
GIA
1260
Gladstone Institutional Advisory
Florida
$2.65M +$1.44M +3,587 +119%
HBT
1261
Heartland Bank & Trust
Illinois
$2.63M +$954K +2,382 +57%
SXL
1262
Summit X LLC
Missouri
$2.62M -$9.6K -24 -0.4%
MWM
1263
Midwest Wealth Management
Indiana
$2.62M +$50.1K +125 +2%
PG
1264
Patten Group
Tennessee
$2.62M +$64.9K +162 +3%
PWM
1265
PRW Wealth Management
Massachusetts
$2.62M +$2.62M +6,532 New
PWMAG
1266
Pinnacle Wealth Management Advisory Group
New Jersey
$2.61M -$62.1K -155 -2%
PWP
1267
Principle Wealth Partners
Connecticut
$2.61M +$14K +35 +0.5%
IC
1268
Inscription Capital
Texas
$2.61M +$1.29M +3,211 +97%
RPC
1269
Rossmore Private Capital
Connecticut
$2.59M -$62.9K -157 -2%
PRS
1270
Pinkerton Retirement Specialists
Idaho
$2.59M +$110K +275 +4%
DCM
1271
Donaldson Capital Management
Indiana
$2.58M -$108K -269 -4%
EWM
1272
Elmwood Wealth Management
California
$2.58M – – –
NFG
1273
Next Financial Group
Texas
$2.58M +$13.2K +33 +0.5%
FDS
1274
Freedom Day Solutions
Texas
$2.58M -$24K -60 -0.9%
VF
1275
Virtu Financial
New York
$2.57M +$2.57M +6,422 New
49 50
51
52 53