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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 %
MF
2601
Meridian Financial
Massachusetts
$253K +$253K +503 New
PWSG
2602
Pacific Wealth Strategies Group
California
$252K +$252K +501 New
IAA
2603
Ironsides Asset Advisors
North Carolina
$252K +$252K +502 New
CPA
2604
Cowen Prime Advisors
New York
$251K – – –
SCA
2605
Sandy Cove Advisors
Massachusetts
$251K +$251K +499 New
BWM
2606
Birchcreek Wealth Management
Ohio
$251K +$251K +500 New
NSEDCP
2607
NJ State Employees Deferred Compensation Plan
New Jersey
$251K +$251K +500 New
AW
2608
Apricus Wealth
South Carolina
$251K +$251K +500 New
CC
2609
Colrain Capital
Massachusetts
$251K +$251K +500 New
PCA
2610
Peddock Capital Advisors
Massachusetts
$251K +$251K +500 New
AIA
2611
Alera Investment Advisors
Illinois
$249K +$249K +496 New
LC
2612
Landaas & Company
Wisconsin
$248K -$13.1K -26 -5%
TIM
2613
Tevis Investment Management
Texas
$248K +$248K +485 New
1WM
2614
1900 Wealth Management
Texas
$248K +$248K +493 New
FWM
2615
ForthRight Wealth Management
Georgia
$247K -$12.6K -25 -5%
GAM
2616
Gemmer Asset Management
California
$247K – – –
VAM
2617
Verity Asset Management
North Carolina
$247K +$247K +493 New
ADBIC
2618
A.D. Beadell Investment Counsel
Wisconsin
$244K +$244K +486 New
MF
2619
Manchester Financial
California
$242K +$242K +481 New
EA
2620
Eclectic Associates
California
$241K +$241K +479 New
PWS
2621
Peterson Wealth Services
Utah
$241K +$241K +479 New
QP
2622
Quilter Plc
United Kingdom
$240K -$1.76M -3,504 -88%
AIA
2623
Arbor Investment Advisors
North Carolina
$240K +$240K +477 New
ADMI
2624
Albert D. Mason Inc
Massachusetts
$240K +$240K +477 New
HC
2625
Hamilton Capital
Ohio
$239K +$239K +475 New
103 104
105
106 107