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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 %
NAM
2626
NorthCrest Asset Manangement
Minnesota
$238K +$238K +473 New
FFWM
2627
Future Financial Wealth Management
Ohio
$237K +$237K +472 New
AWM
2628
Accurate Wealth Management
Florida
$236K +$236K +478 New
D
2629
Diversified
Delaware
$234K +$234K +465 New
CAM
2630
Claret Asset Management
Quebec, Canada
$234K +$234K +466 New
SFI
2631
SPC Financial Inc
Maryland
$234K +$234K +467 New
LSA
2632
Lion Street Advisors
Texas
$233K +$233K +458 New
GWM
2633
GSB Wealth Management
Connecticut
$233K +$233K +464 New
BFP
2634
Briaud Financial Planning
Texas
$233K +$233K +466 New
HIS
2635
Harvest Investment Services
Illinois
$232K -$53.1K -106 -19%
OCM
2636
Osterweis Capital Management
California
$232K +$232K +463 New
P
2637
Palladiem
Pennsylvania
$231K +$231K +460 New
RP
2638
Rice Partnership
Hawaii
$231K +$231K +460 New
CDIA
2639
Capital Directions Investment Advisors
Georgia
$230K +$10K +20 +5%
SPI
2640
Sutton Place Investors
New York
$230K +$230K +458 New
LF
2641
LifeSteps Financial
California
$230K +$230K +459 New
JC
2642
Jacobs & Co
California
$230K +$230K +459 New
EA
2643
Emerald Advisors
Washington
$230K +$230K +459 New
SAM
2644
Summit Asset Management
Tennessee
$229K +$229K +456 New
GWM
2645
Gray Wealth Management
Maine
$229K +$229K +456 New
AA
2646
Alesco Advisors
New York
$228K +$228K +455 New
AWM
2647
Aberdeen Wealth Management
Illinois
$228K +$228K +455 New
ZF
2648
Zhang Financial
Michigan
$228K +$228K +455 New
FAG
2649
Financial Advisory Group
Texas
$227K +$227K +451 New
WFA
2650
West Financial Advisors
Iowa
$226K – – –
104 105
106
107 108