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UnitedHealth
UNH

Overview Fund Activity

2,890 hedge funds and large institutions have $411B invested in UnitedHealth in 2021 Q4 according to their latest regulatory filings, with 466 funds opening new positions, 1,152 increasing their positions, 962 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,890
Holders Change
+335
Holders Change %
+13.11%
% of All Funds
44.63%
Holding in Top 10
366
Holding in Top 10 Change
+160
Holding in Top 10 Change %
+77.67%
% of All Funds
5.65%
New
466
Increased
1,152
Reduced
962
Closed
90
Calls
$3.29B
Puts
$4.09B
Net Calls
-$805M
Net Calls Change
-$55.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$840M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$634M
3
State Street
State Street
Massachusetts
+$437M
4
Marshall Wace
Marshall Wace
United Kingdom
+$417M
5
Capital International Investors
Capital International Investors
California
+$397M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$781M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$492M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$415M
4
LPC
Lone Pine Capital
Connecticut
-$356M
5
VAM
Veritas Asset Management
United Kingdom
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
2476
DFPG Investments
Utah
$322K +$4.16K +9 +1%
PLFAM
2477
Pineno Levin & Ford Asset Management
Virginia
$321K – – –
FMTCOCP
2478
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$321K +$21.6K +43 +7%
MPCG
2479
Matrix Private Capital Group
New York
$321K +$30.6K +61 +11%
LWM
2480
Loveless Wealth Management
Montana
$320K +$44.2K +88 +16%
CC
2481
Chicago Capital
Illinois
$319K – – –
WDL
2482
Well Done LLC
Michigan
$319K +$18.6K +37 +6%
SWM
2483
Salvus Wealth Management
New Jersey
$318K -$134K -266 -30%
HWM
2484
Howard Wealth Management
Connecticut
$318K – – –
SW
2485
StrongBox Wealth
Missouri
$318K +$1.51K +3 +0.5%
IWN
2486
Independent Wealth Network
Iowa
$318K +$10K +20 +3%
BMO
2487
Beck Mack & Oliver
New York
$317K -$648K -1,290 -67%
P
2488
&Partners
Tennessee
$317K – – –
IMA
2489
Investment Management Associates
Colorado
$316K – – –
MA
2490
MBA Advisors
Pennsylvania
$316K +$316K +629 New
AWM
2491
Avaii Wealth Management
Wisconsin
$316K +$316K +630 New
AAM
2492
Arabesque Asset Management
United Kingdom
$315K -$502 -1 -0.2%
FA
2493
Fermata Advisors
California
$315K +$17.2K +34 +6%
LA
2494
Legacy Advisors
Pennsylvania
$315K +$24.6K +49 +8%
CA
2495
Crewe Advisors
Utah
$315K +$310K +617 +6,170%
BHA
2496
Beech Hill Advisors
New York
$314K – – –
CMI
2497
Clare Market Investments
Texas
$314K -$115K -229 -27%
FRA
2498
Frank Rimerman Advisors
California
$313K – – –
OLA
2499
Oliver Luxxe Assets
New Jersey
$312K -$502 -1 -0.2%
CA
2500
CapWealth Advisors
Tennessee
$312K – – –
98 99
100
101 102