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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 %
HFM
1326
Hartford Financial Management
Connecticut
$2.23M -$68.9K -172 -3%
OAM
1327
Occidental Asset Management
California
$2.23M +$93.3K +233 +4%
SRAM
1328
Spouting Rock Asset Management
Pennsylvania
$2.22M -$26.8K -67 -1%
OC
1329
Oarsman Capital
Wisconsin
$2.22M -$161K -401 -7%
LPT
1330
Legacy Private Trust
Wisconsin
$2.21M -$196K -489 -8%
VDBMI
1331
Van Den Berg Management I
Texas
$2.21M – – –
1WA
1332
180 Wealth Advisors
Washington
$2.21M -$41.6K -101 -2%
FF
1333
Fluent Financial
Texas
$2.21M +$2.21M +5,507 New
BJL
1334
Brighton Jones LLC
Washington
$2.2M +$35.6K +89 +2%
PA
1335
Procyon Advisors
Connecticut
$2.2M +$250K +624 +13%
AC
1336
Abbrea Capital
California
$2.19M +$199K +497 +10%
SWM
1337
Sugarloaf Wealth Management
Georgia
$2.19M +$78.1K +195 +4%
NCM
1338
Northside Capital Management
Oregon
$2.19M – – –
SIAG
1339
Signet Investment Advisory Group
Rhode Island
$2.19M -$105K -263 -5%
HWMA
1340
Heritage Wealth Management (Arizona)
Arizona
$2.17M +$105K +261 +5%
SFO
1341
Stokes Family Office
Louisiana
$2.17M +$28K +70 +1%
HIM
1342
HawsGoodwin Investment Management
Tennessee
$2.17M +$201K +502 +10%
NED
1343
Nancy E. Dempze
$2.17M +$131K +326 +6%
PCIG
1344
Partners Capital Investment Group
Massachusetts
$2.16M -$207K -516 -9%
GAG
1345
GM Advisory Group
New York
$2.15M -$111K -277 -5%
MFG
1346
Menard Financial Group
Texas
$2.15M -$3.6K -9 -0.2%
ST
1347
Somerset Trust
Pennsylvania
$2.14M +$27.6K +69 +1%
RFM
1348
Royal Fund Management
Florida
$2.14M +$354K +884 +20%
BMWM
1349
Brown Miller Wealth Management
Virginia
$2.14M +$59.3K +148 +3%
TWM
1350
TriaGen Wealth Management
California
$2.13M -$7.42K -18 -0.3%
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