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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 %
AFM
1776
Andesa Financial Management
Pennsylvania
$866K -$34.8K -87 -4%
MAM
1777
McLean Asset Management
Virginia
$866K +$3.78K +9 +0.4%
SMA
1778
Sage Mountain Advisors
Georgia
$866K +$191K +477 +28%
SIG
1779
Sargent Investment Group
Maryland
$865K -$3.2K -8 -0.4%
SIA
1780
Soltis Investment Advisors
Utah
$865K +$381K +951 +79%
AFP
1781
Ausdal Financial Partners
Iowa
$862K -$90.9K -227 -10%
CB
1782
CNB Bank
Pennsylvania
$858K -$49.6K -124 -5%
PMA
1783
Prudent Man Advisors
Illinois
$856K +$37.2K +93 +5%
SICM
1784
Sustainable Insight Capital Management
New York
$854K +$52.9K +132 +7%
GSBTD
1785
Glenview State Bank Trust Department
Illinois
$853K – – –
TLP
1786
Trinity Legacy Partners
Texas
$852K – – –
PMAS
1787
PNC Managed Account Solutions
Texas
$851K +$851K +2,124 New
TSW
1788
Thompson Siegel & Walmsley
Virginia
$845K – – –
CL
1789
Choreo LLC
Illinois
$844K +$1.6K +4 +0.2%
PB
1790
Pinnacle Bancorp
Nebraska
$842K +$12K +30 +1%
CFO
1791
Collective Family Office
Pennsylvania
$841K – – –
KCM
1792
Kathmere Capital Management
Pennsylvania
$838K – – –
BG
1793
Bollard Group
Massachusetts
$838K +$3.21K +8 +0.4%
JGIA
1794
Jackson Grant Investment Advisers
Connecticut
$838K +$8.81K +22 +1%
SB
1795
Sunflower Bank
Texas
$837K -$51.7K -129 -6%
EI
1796
Ellevest Inc
New York
$835K +$125K +312 +18%
CA
1797
Calton & Associates
Florida
$832K -$23.3K -58 -3%
DI
1798
DAGCO Inc
Ohio
$826K -$4K -10 -0.5%
MTC
1799
McDaniel Terry & Co
Texas
$824K +$4.81K +12 +0.6%
SRC
1800
Sage Rhino Capital
California
$824K +$7.21K +18 +0.9%
70 71
72
73 74