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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 %
G
2501
GenTrust
Florida
$309K -$85.7K -183 -22%
BWP
2502
Bernardo Wealth Planning
Pennsylvania
$309K +$3.52K +7 +1%
JWM
2503
Janiczek Wealth Management
Colorado
$309K +$19.1K +38 +7%
CPC
2504
Congress Park Capital
New York
$305K – – –
IAG
2505
Investmark Advisory Group
Connecticut
$305K +$305K +608 New
LDB
2506
Lee, Danner & Bass
Tennessee
$304K -$13.5K -27 -4%
AFWM
2507
AMJ Financial Wealth Management
Virginia
$303K -$14K -28 -4%
SBWIC
2508
Schaper Benz & Wise Investment Counsel
Wisconsin
$302K – – –
ML
2509
Mayport LLC
Massachusetts
$302K +$302K +601 New
BMC
2510
Beaton Management Company
Massachusetts
$301K – – –
BFA
2511
Benedict Financial Advisors
Georgia
$301K +$1K +2 +0.3%
WCM
2512
Wealthcare Capital Management
Virginia
$301K +$2.01K +4 +0.7%
SN
2513
Sittner & Nelson
Oregon
$301K +$15.6K +31 +5%
CA
2514
Carson Advisory
Georgia
$301K +$301K +599 New
SIA
2515
Sage Investment Advisers
New York
$301K +$301K +600 New
VC
2516
Vicus Capital
Pennsylvania
$301K +$301K +698 New
SIS
2517
Sound Income Strategies
Florida
$300K – – –
IP
2518
Ignite Planners
California
$300K +$300K +645 New
GWA
2519
GGM Wealth Advisors
Maryland
$299K +$936 +2 +0.3%
DHGWA
2520
Dixon Hughes Goodman Wealth Advisors
North Carolina
$299K +$299K +595 New
BWA
2521
Bordeaux Wealth Advisors
California
$299K +$299K +596 New
SSC
2522
Syverson Strege & Co
Iowa
$298K -$79.4K -158 -21%
AC
2523
Alley Company
Illinois
$298K – – –
MC
2524
Manteio Capital
New Jersey
$298K +$298K +594 New
SNBOSD
2525
Security National Bank of So Dak
Iowa
$297K -$30.2K -60 -9%
99 100
101
102 103