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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 %
SIC
2676
SJS Investment Consulting
Ohio
$218K +$218K +435 New
ACM
2677
Academy Capital Management
Texas
$217K +$217K +432 New
BWA
2678
BlueSky Wealth Advisors
North Carolina
$217K +$217K +432 New
EF
2679
Exeter Financial
Arizona
$217K +$217K +467 New
WF
2680
Wayfinding Financial
Washington
$217K +$217K +470 New
HIIFS
2681
Harel Insurance Investments & Financial Services
Israel
$216K -$6.22M -12,376 -97%
NMG
2682
New Millennium Group
Utah
$216K +$216K +431 New
WIA
2683
World Investment Advisors
California
$216K +$216K +443 New
SF
2684
SBK Financial
Virginia
$215K +$215K +429 New
AWA
2685
Aletheian Wealth Advisors
Washington
$214K +$214K +426 New
AC
2686
Apella Capital
Connecticut
$213K +$213K +424 New
FMN
2687
Financial Management Network
California
$213K +$213K +433 New
CCM
2688
Canal Capital Management
Virginia
$212K +$212K +422 New
CWM
2689
Cherrydale Wealth Management
New Jersey
$212K +$212K +422 New
NAM
2690
NTV Asset Management
West Virginia
$212K +$212K +423 New
AWM
2691
Atticus Wealth Management
Florida
$211K +$190K +378 +900%
MA
2692
MAS Advisors
Florida
$211K +$211K +418 New
BWM
2693
BlackDiamond Wealth Management
New York
$211K +$211K +420 New
FA
2694
Fiducient Advisors
Illinois
$211K +$211K +420 New
W
2695
Wealthquest
Ohio
$211K +$211K +421 New
FWP
2696
Falcon Wealth Planning
California
$210K +$210K +418 New
SSW
2697
Smith Shellnut Wilson
Mississippi
$209K +$209K +416 New
HL
2698
HeadInvest LLC
Maine
$209K +$209K +417 New
HBWM
2699
Hollow Brook Wealth Management
New York
$208K +$208K +414 New
OFW
2700
Omnia Family Wealth
Florida
$208K +$208K +414 New
106 107
108
109 110