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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 %
AO
1301
Advisor OS
Illinois
$2.41M +$329K +821 +16%
SFO
1302
Standard Family Office
South Dakota
$2.41M +$220K +550 +10%
BHWM
1303
Bar Harbor Wealth Management
New Hampshire
$2.4M -$51.7K -129 -2%
MFS
1304
Monetta Financial Services
Illinois
$2.4M – – –
RCIM
1305
Russell Clark Investment Management
United Kingdom
$2.4M – – –
AWA
1306
Arkadios Wealth Advisors
Georgia
$2.37M +$366K +915 +18%
BCM
1307
Breiter Capital Management
Florida
$2.37M +$2.37M +5,914 New
ACM
1308
Ativo Capital Management
Illinois
$2.37M -$48.1K -120 -2%
VFA
1309
Valeo Financial Advisors
Indiana
$2.34M +$167K +418 +8%
WA
1310
Wealth Architects
California
$2.32M +$32.4K +81 +1%
PRWA
1311
Platte River Wealth Advisors
Colorado
$2.31M – – –
KWA
1312
KCS Wealth Advisory
California
$2.31M +$41.2K +103 +2%
SS
1313
Sunbelt Securities
Texas
$2.31M +$68.4K +163 +3%
MFW
1314
Meristem Family Wealth
Minnesota
$2.3M +$500K +1,248 +28%
JWBC
1315
J.W. Burns & Co
New York
$2.29M -$44.4K -111 -2%
VFA
1316
Voya Financial Advisors
Connecticut
$2.28M -$14M -35,296 -86%
SC
1317
SouthState Corp
Florida
$2.28M +$107K +268 +5%
NME
1318
Notis-McConarty Edward
$2.28M +$81.7K +204 +4%
FBT
1319
First Bankers Trust
Kentucky
$2.27M -$705K -1,761 -24%
WP
1320
WealthSource Partners
California
$2.27M -$234K -584 -9%
Wealth Enhancement Advisory Services
1321
Wealth Enhancement Advisory Services
Minnesota
$2.26M -$619K -1,474 -22%
EGA
1322
E&G Advisors
Texas
$2.26M -$2.06M -5,544 Closed
KA
1323
Kovack Advisors
Florida
$2.25M +$85.7K +214 +4%
BFA
1324
Beaumont Financial Advisors
Massachusetts
$2.25M +$101K +251 +5%
BWL
1325
Bogart Wealth LLC
Virginia
$2.23M +$380K +950 +21%
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