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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 %
GIP
2526
Greatmark Investment Partners
Georgia
$297K – – –
EL
2527
Essex LLC
Illinois
$297K – – –
DWP
2528
Destiny Wealth Partners
Florida
$296K – – –
KLI
2529
Kelman-Lazarov Inc
Tennessee
$296K – – –
HR
2530
Hayden Royal
North Carolina
$295K -$24.1K -48 -8%
SPP
2531
Single Point Partners
Massachusetts
$295K -$12.6K -25 -4%
BWM
2532
Benchmark Wealth Management
Connecticut
$295K – – –
TFO
2533
Tarbox Family Office
California
$293K +$5.02K +10 +2%
RCA
2534
Resonant Capital Advisors
Wisconsin
$293K +$293K +584 New
CWM
2535
Concentric Wealth Management
California
$292K -$34.7K -69 -11%
UBV
2536
United Bank (Virginia)
Virginia
$291K – – –
DA
2537
Dash Acquisitions
California
$291K +$19.1K +38 +7%
APW
2538
Acima Private Wealth
Virginia
$290K – – –
CBT
2539
Capital Bank & Trust
California
$289K – – –
CWM
2540
C2C Wealth Management
Arizona
$289K +$289K +576 New
EWM
2541
Endowment Wealth Management
Wisconsin
$289K +$289K +576 New
PG
2542
Prostatis Group
Maryland
$288K -$2.51K -5 -0.9%
Jones Financial Companies
2543
Jones Financial Companies
Missouri
$288K +$58.7K +117 +26%
DWA
2544
Dougherty Wealth Advisers
Minnesota
$287K – – –
VBWMG
2545
Von Berge Wealth Management Group
California
$287K +$287K +607 New
DE
2546
Day & Ennis
Georgia
$285K – – –
PWLP
2547
Prio Wealth Limited Partnership
Massachusetts
$284K -$84.4K -168 -23%
GIM
2548
Guild Investment Management
California
$282K – – –
RIM
2549
Rockbridge Investment Management
New York
$282K +$36.7K +73 +15%
EGM
2550
Engineers Gate Manager
New York
$281K -$2.84M -5,657 -91%
100 101
102
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