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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 %
FFS
1376
Founders Financial Securities
Maryland
$2.01M +$2.8K +7 +0.1%
FHA
1377
Flagship Harbor Advisors
Massachusetts
$2.01M +$10K +25 +0.5%
RCIM
1378
Red Cedar Investment Management
Michigan
$2.01M – – –
PM
1379
Prosight Management
Texas
$2M -$400K -1,000 -17%
IIM
1380
Intact Investment Management
Quebec, Canada
$2M – – –
KA
1381
Kerrisdale Advisers
Florida
$2M – – –
IHAM
1382
Integral Health Asset Management
New York
$2M +$2M +5,000 New
SP
1383
SWS Partners
Ohio
$2M +$45.6K +114 +2%
MP
1384
McDonald Partners
Ohio
$1.99M +$126K +315 +7%
TIA
1385
Trust Investment Advisors
Indiana
$1.99M -$520K -1,298 -21%
SWM
1386
SeaCrest Wealth Management
New York
$1.99M -$5.21K -13 -0.3%
RIL
1387
Rothschild Investment LLC
Illinois
$1.99M +$72.1K +180 +4%
GIM
1388
Groesbeck Investment Management
New Jersey
$1.98M +$219K +547 +12%
CCM
1389
Carderock Capital Management
Maryland
$1.98M -$2.82M -7,038 -59%
AIM
1390
Aigen Investment Management
New York
$1.96M +$1.96M +4,892 New
CS
1391
Cannell & Spears
New York
$1.96M -$330K -825 -14%
EHWM
1392
Eads & Heald Wealth Management
Georgia
$1.96M -$38.8K -97 -2%
BRG
1393
Bay Rivers Group
Virginia
$1.95M +$50.5K +126 +3%
CCM
1394
Compton Capital Management
Rhode Island
$1.95M – – –
FFG
1395
Frisch Financial Group
New York
$1.94M -$13.6K -34 -0.7%
LWA
1396
Lineweaver Wealth Advisors
Ohio
$1.94M +$129K +322 +7%
JFA
1397
JNBA Financial Advisors
Minnesota
$1.94M +$2K +5 +0.1%
EIP
1398
Ellis Investment Partners
Pennsylvania
$1.93M +$34K +85 +2%
CSA
1399
Cottage Street Advisors
Massachusetts
$1.93M -$80.1K -200 -4%
CC
1400
Centiva Capital
New York
$1.93M -$353K -881 -15%
54 55
56
57 58