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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 %
Point72 Asset Management
2276
Point72 Asset Management
Connecticut
$281K +$281K +702 New
LB
2277
Leo Brokerage
Texas
$280K -$22.5K -56 -7%
SFG
2278
StrategIQ Financial Group
Indiana
$280K – – –
TWMP
2279
Taylor Wealth Management Partners
Massachusetts
$280K +$280K +698 New
FI
2280
Fosun International
China
$279K -$1.23M -3,075 -81%
TWP
2281
TFO Wealth Partners
Ohio
$279K – – –
RZH
2282
Relyea Zuckerberg Hanson
Connecticut
$279K +$30.9K +77 +12%
FAM
2283
Flaharty Asset Management
Florida
$277K -$33.2K -83 -11%
NWM
2284
Northwest Wealth Management
Iowa
$276K -$277K -693 -50%
VCG
2285
Vantage Consulting Group
Virginia
$276K +$61.2K +153 +28%
BFA
2286
Benedict Financial Advisors
Georgia
$275K -$28.1K -70 -9%
LWM
2287
Liberty Wealth Management
California
$275K +$20K +50 +8%
MIM
2288
Moseley Investment Management
Florida
$273K – – –
WDA
2289
Wendell David Associates
New Hampshire
$272K -$5.21K -13 -2%
BIA
2290
Barry Investment Advisors
Massachusetts
$271K +$1.6K +4 +0.6%
FC
2291
Forte Capital
New York
$271K +$23.7K +59 +10%
NRI
2292
NFP Retirement Inc
California
$269K +$400 +1 +0.1%
SA
2293
Shilanski & Associates
Alaska
$269K -$401 -1 -0.1%
CAM
2294
Crestone Asset Management
Colorado
$268K – – –
OCPWS
2295
One Charles Private Wealth Services
Massachusetts
$268K +$268K +670 New
PCMK
2296
Paragon Capital Management (Kansas)
Kansas
$267K – – –
AFWM
2297
AMJ Financial Wealth Management
Virginia
$267K +$31.2K +78 +13%
CCA
2298
Column Capital Advisors
Indiana
$266K -$1.2K -3 -0.4%
AFAS
2299
Acorn Financial Advisory Services
Virginia
$266K +$12.8K +32 +5%
OLA
2300
Oliver Luxxe Assets
New Jersey
$266K +$30K +75 +13%
90 91
92
93 94