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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 %
BP
1276
BBR Partners
New York
$2.56M +$34.4K +86 +1%
CCM
1277
Coe Capital Management
Illinois
$2.56M -$85.3K -213 -3%
S
1278
Seeyond
France
$2.55M -$511K -1,276 -17%
ANRIA
1279
American National Registered Investment Advisor
Texas
$2.55M -$62.1K -155 -2%
PGWM
1280
Parisi Gray Wealth Management
New Jersey
$2.53M -$41.3K -103 -2%
CAM
1281
Carret Asset Management
New York
$2.53M -$300K -748 -11%
HCM
1282
HM Capital Management
Missouri
$2.53M +$92.5K +231 +4%
CCM
1283
Condor Capital Management
New Jersey
$2.52M -$55.7K -139 -2%
HIP
1284
Harrell Investment Partners
Texas
$2.51M -$24.8K -62 -1%
CWM
1285
Centric Wealth Management
Illinois
$2.51M -$50.9K -127 -2%
PWS
1286
Peloton Wealth Strategists
Indiana
$2.51M +$607K +1,516 +32%
IRAG
1287
Investment Research & Advisory Group
Georgia
$2.5M +$12.8K +32 +0.5%
TA
1288
Tiedemann Advisors
New York
$2.5M -$59.3K -148 -2%
BC
1289
Brookfield Corp
Ontario, Canada
$2.5M +$836K +2,088 +50%
RCAG
1290
Rehmann Capital Advisory Group
Michigan
$2.49M +$21K +52 +0.8%
GF
1291
Gries Financial
Ohio
$2.48M -$15.2K -36 -0.6%
DL
1292
DOHJ LLC
Washington
$2.48M -$183K -457 -7%
NFC
1293
Northeast Financial Consultants
Connecticut
$2.48M -$17.2K -43 -0.7%
APWM
1294
Atlas Private Wealth Management
New York
$2.45M +$24.8K +62 +1%
BOH
1295
Bank of Hawaii
Hawaii
$2.45M -$38K -95 -2%
LF
1296
Lee Financial
Texas
$2.43M -$69.3K -173 -3%
BS
1297
Bessemer Securities
New York
$2.43M +$131K +328 +6%
OAM
1298
Origin Asset Management
United Kingdom
$2.43M – – –
AF
1299
Allworth Financial
California
$2.42M +$424K +1,059 +21%
TA
1300
Townsend & Associates
Colorado
$2.42M +$64.9K +156 +3%
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