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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 %
CCB
2651
Cutter & Co Brokerage
Missouri
$226K +$226K +450 New
OCM
2652
Orser Capital Management
Texas
$226K +$226K +450 New
SAMT
2653
Select Asset Management & Trust
Pennsylvania
$226K +$226K +450 New
AFAS
2654
Acorn Financial Advisory Services
Virginia
$226K +$226K +450 New
RPCA
2655
Running Point Capital Advisors
California
$226K +$226K +451 New
EIG
2656
Ellenbecker Investment Group
Wisconsin
$225K +$225K +449 New
HA
2657
HC Advisors
Georgia
$225K +$225K +449 New
WA
2658
Wealthstar Advisors
Texas
$224K +$224K +439 New
SFS
2659
Summit Financial Strategies
Ohio
$224K +$224K +446 New
CWM
2660
Collaborative Wealth Management
Florida
$224K +$224K +446 New
HIM
2661
Hillsdale Investment Management
Ontario, Canada
$223K -$5.01K -10 -2%
NAS
2662
Nicolet Advisory Services
Wisconsin
$223K +$223K +444 New
WCG
2663
Weaver Consulting Group
California
$223K +$223K +445 New
SWM
2664
Selective Wealth Management
Virginia
$222K -$125K -250 -36%
LWANC
2665
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K – – –
PFWA
2666
Paces Ferry Wealth Advisors
Georgia
$222K +$222K +442 New
MGIM
2667
M&G Investment Management
United Kingdom
$222K -$22.4K -44,593 -9%
IUHSA
2668
Itau Unibanco Holding S.A.
Brazil
$221K -$3.65M -7,235 -94%
WFA
2669
Wellspring Financial Advisors
Ohio
$221K +$221K +440 New
BBA
2670
BLB&B Advisors
Pennsylvania
$221K +$221K +440 New
CF
2671
Corrigan Financial
Rhode Island
$221K +$221K +440 New
CFN
2672
Cordasco Financial Network
Florida
$219K +$45.2K +90 +26%
C
2673
Covestor
United Kingdom
$219K +$219K +435 New
BIA
2674
Bell Investment Advisors
California
$218K +$15.6K +31 +8%
FFA
2675
Fi3 Financial Advisors
Indiana
$218K +$218K +434 New
105 106
107
108 109