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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 %
GPA
1601
Garrison Point Advisors
California
$1.25M -$4.01K -10 -0.3%
GI
1602
GAMCO Investors
Connecticut
$1.25M -$32.4K -81 -3%
GWSG
1603
GPS Wealth Strategies Group
Colorado
$1.25M +$58.9K +147 +5%
SFSIG
1604
San Francisco Sentry Investment Group
California
$1.25M +$22.8K +57 +2%
BHB
1605
Bank Hapoalim BM
Israel
$1.25M +$52.1K +130 +4%
MFA
1606
Mayflower Financial Advisors
Massachusetts
$1.24M +$45.6K +114 +4%
NL
1607
NVWM LLC
Pennsylvania
$1.24M +$33.6K +84 +3%
THWM
1608
Taylor Hoffman Wealth Management
Virginia
$1.24M – – –
CP
1609
Covenant Partners
Tennessee
$1.24M – – –
BFO
1610
Boston Family Office
Massachusetts
$1.24M +$20K +50 +2%
CA
1611
Continuum Advisory
Idaho
$1.24M +$865K +2,160 +234%
MA
1612
MJP Associates
Connecticut
$1.23M +$10K +25 +0.8%
SMC
1613
Smith, Moore & Co
Missouri
$1.23M +$4.81K +12 +0.4%
T
1614
TOBAM
France
$1.23M -$40K -100 -3%
CFS
1615
CRA Financial Services
New Jersey
$1.23M +$6.81K +17 +0.6%
SRSA
1616
S.R. Schill & Associates
Washington
$1.22M -$80.1K -200 -6%
CWM
1617
Chesapeake Wealth Management
Virginia
$1.22M -$182K -455 -13%
PWM
1618
Perigon Wealth Management
California
$1.21M +$22.8K +57 +2%
CC
1619
Copperleaf Capital
North Carolina
$1.21M -$11.6K -29 -1%
GP
1620
Geneva Partners
Wisconsin
$1.21M +$1.21M +3,019 New
DCM
1621
Davidson Capital Management
Texas
$1.21M -$119K -298 -9%
IAIM
1622
International Assets Investment Management
Florida
$1.21M -$1.01M -2,525 -46%
EN1L
1623
Engine No 1 LLC
California
$1.21M +$1.21M +3,013 New
PTP
1624
Platform Technology Partners
New York
$1.21M +$1.21M +3,011 New
LFA
1625
Legacy Financial Advisors
Kentucky
$1.21M -$64.5K -161 -5%
63 64
65
66 67