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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 %
IF
1501
Intrua Financial
Texas
$1.54M +$26.5K +65 +2%
SVWAG
1502
Sound View Wealth Advisors Group
Georgia
$1.53M -$131K -327 -8%
NSIM
1503
North Star Investment Management
Illinois
$1.53M +$1.2M +3,003 +367%
HI
1504
HBK Investments
Texas
$1.52M +$1.52M +3,800 New
AWP
1505
Accretive Wealth Partners
New Jersey
$1.52M +$95.7K +239 +7%
VIM
1506
Vista Investment Management
Pennsylvania
$1.52M -$31.2K -78 -2%
AWA
1507
Arete Wealth Advisors
Illinois
$1.51M -$90K -245 -6%
CCA
1508
Cobblestone Capital Advisors
New York
$1.51M +$3.2K +8 +0.2%
PAM
1509
Paradigm Asset Management
New York
$1.5M -$40K -100 -3%
HFA
1510
Hoover Financial Advisors
Pennsylvania
$1.5M +$20.4K +51 +1%
CIM
1511
CIM Investment Management
Pennsylvania
$1.49M -$758K -1,893 -34%
FBFS
1512
First Business Financial Services
Wisconsin
$1.49M +$136K +339 +10%
NFG
1513
Nations Financial Group
Iowa
$1.49M +$53.7K +134 +4%
VHAM
1514
Van Hulzen Asset Management
California
$1.49M +$24.4K +61 +2%
NFP
1515
Novak Financial Planning
Maryland
$1.48M +$2K +5 +0.1%
SC
1516
Sierra Capital
Florida
$1.48M – – –
KPW
1517
Kore Private Wealth
New York
$1.48M +$629K +1,571 +74%
M
1518
Mirova
France
$1.48M -$17.6K -44 -1%
RA
1519
Rational Advisors
New York
$1.47M +$1.47M +3,682 New
CI
1520
Cavalier Investments
Georgia
$1.47M – – –
LP
1521
LMR Partners
United Kingdom
$1.47M +$1.47M +3,665 New
IA
1522
IFG Advisory
Georgia
$1.47M +$177K +443 +14%
HFG
1523
Heron Financial Group
New York
$1.46M -$30.8K -77 -2%
PIA
1524
Pinion Investment Advisors
Kansas
$1.46M +$49.6K +124 +4%
FP
1525
Financial Perspectives
Minnesota
$1.45M -$535M -1,335,255 -100%
59 60
61
62 63