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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 %
PSIWM
2226
Paradigm Strategies in Wealth Management
Minnesota
$313K +$400 +1 +0.1%
SWM
2227
Salvus Wealth Management
New Jersey
$313K +$88.3K +218 +39%
CIG
2228
Cairn Investment Group
Washington
$313K +$313K +784 New
FBT
2229
First Bank & Trust
South Dakota
$312K +$16.4K +41 +6%
DIM
2230
Delta Investment Management
California
$311K +$802 +2 +0.3%
AFS
2231
Access Financial Services
Minnesota
$310K +$9.22K +23 +3%
TSS
2232
Two Sigma Securities
New York
$309K -$339K -848 -52%
EAM
2233
Evanson Asset Management
California
$309K – – –
DFCM
2234
Dark Forest Capital Management
Puerto Rico
$309K +$309K +771 New
EF
2235
Empowered Funds
Pennsylvania
$308K -$2.96M -7,391 -91%
RI
2236
Redwood Investments
Massachusetts
$306K -$38.1K -95 -11%
NG
2237
Northstar Group
New York
$306K – – –
OWM
2238
Orgel Wealth Management
Wisconsin
$306K – – –
NOI
2239
Newton One Investments
Delaware
$306K +$306K +764 New
AFA
2240
American Financial Advisors
Georgia
$303K -$16.8K -42 -5%
PPW
2241
Parcion Private Wealth
Washington
$302K -$4.01K -10 -1%
BFM
2242
Boothbay Fund Management
New York
$302K +$302K +753 New
EWA
2243
ERTS Wealth Advisors
Michigan
$301K -$2.4K -6 -0.8%
BWM
2244
Baystate Wealth Management
Massachusetts
$301K +$3.2K +8 +1%
BSAM
2245
Blue Square Asset Management
New York
$300K -$12.4K -31 -4%
AIM
2246
Aspen Investment Management
Michigan
$300K – – –
MC
2247
Matisse Capital
Oregon
$300K – – –
SIGI
2248
Susquehanna International Group (Ireland)
Ireland
$299K +$299K +747 New
AWG
2249
Altus Wealth Group
Colorado
$298K -$2.41K -6 -0.8%
MSR
2250
Main Street Research
Connecticut
$298K +$401 +1 +0.1%
88 89
90
91 92