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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 %
BBHBI
2576
B, B, H, & B Inc
Alabama
$272K – – –
GA
2577
Greenspring Advisors
Maryland
$272K +$272K +541 New
FCMT
2578
Founders Capital Management (Texas)
Texas
$271K -$32.6K -65 -11%
B
2579
Bridgeworth
Alabama
$271K – – –
FSWA
2580
Financial Synergies Wealth Advisors
Texas
$270K – – –
ACK
2581
Andrew C. Karlinski
$266K +$266K +530 New
CCM
2582
Carderock Capital Management
Maryland
$264K -$7.54K -15 -3%
WTFG
2583
Wells Trecaso Financial Group
Ohio
$264K – – –
JDR
2584
Jay D. Rosenbaum
$264K +$264K +525 New
CIC
2585
Cornercap Investment Counsel
Georgia
$263K -$5.02K -10 -2%
WCM
2586
Windward Capital Management
California
$263K – – –
CFSG
2587
Clark Financial Services Group
Missouri
$263K +$263K +524 New
JHCP
2588
Jackson Hole Capital Partners
Oklahoma
$262K -$94K -187 -26%
WPWM
2589
Western Pacific Wealth Management
Illinois
$262K +$262K +523 New
FVWA
2590
Foster Victor Wealth Advisors
South Carolina
$262K +$262K +554 New
BHIA
2591
Birch Hill Investment Advisors
Massachusetts
$261K – – –
4WM
2592
4J Wealth Management
Virginia
$261K – – –
CHA
2593
Cooper/Haims Advisors
New York
$260K +$260K +518 New
BST
2594
Bath Savings Trust
Maine
$258K – – –
WA
2595
WBH Advisory
Maryland
$258K +$258K +514 New
TCM
2596
Triumph Capital Management
Colorado
$257K +$257K +511 New
PBC
2597
Pavion Blue Capital
California
$255K +$255K +507 New
WFA
2598
Wipfli Financial Advisors
Wisconsin
$254K +$254K +506 New
KPW
2599
Kore Private Wealth
New York
$254K -$1.71M -3,409 -87%
AFC
2600
AFT Forsyth & Company
Florida
$254K +$254K +505 New
102 103
104
105 106