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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 %
CNWM
2551
Clay Northam Wealth Management
California
$281K +$281K +560 New
LFG
2552
Lockerman Financial Group
California
$280K +$280K +556 New
GSIS
2553
Global Strategic Investment Solutions
Arizona
$280K +$280K +558 New
ZCA
2554
Zeke Capital Advisors
Pennsylvania
$279K -$4.01K -8 -1%
PGIM
2555
Pacific Global Investment Management
California
$278K – – –
AIM
2556
Axiom Investment Management
New York
$278K +$1.02K +2 +0.4%
C1AG
2557
Client 1st Advisory Group
Florida
$278K +$8.03K +16 +3%
TIAM2
2558
Tru Independence Asset Management 2
Oregon
$278K +$14.6K +29 +6%
IF
2559
Integrity Financial
Wyoming
$278K +$278K +553 New
KL
2560
KilterHowling LLC
Colorado
$277K +$277K +552 New
AP
2561
Atwood & Palmer
Missouri
$277K +$12.5K +25 +5%
FPCM
2562
Financial Partners Capital Management
New York
$276K +$12.6K +25 +5%
NEAM
2563
New England Asset Management
Connecticut
$276K -$326K -650 -54%
HHAM
2564
HITE Hedge Asset Management
Massachusetts
$276K – – –
BAM
2565
Bruderman Asset Management
New York
$276K – – –
PCM
2566
Poehling Capital Management
Wisconsin
$276K – – –
MWM
2567
Magnolia Wealth Management
Alabama
$276K +$276K +550 New
BBW
2568
Blue Barn Wealth
Utah
$275K -$3.52K -7 -1%
LWM
2569
Lyell Wealth Management
California
$275K +$25.6K +51 +10%
EAM
2570
Empirical Asset Management
Massachusetts
$275K +$275K +548 New
FCFC
2571
First Citizens Financial Corp
Iowa
$274K -$16.6K -33 -6%
ACM
2572
AUA Capital Management
Pennsylvania
$274K +$50.3K +100 +22%
JE
2573
JMAC Enterprises
Pennsylvania
$274K +$274K +558 New
BCM
2574
Brookmont Capital Management
Texas
$273K +$273K +543 New
CCP
2575
Carmel Capital Partners
California
$273K +$273K +544 New
101 102
103
104 105