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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
$6B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.19B
3
State Street
State Street
Massachusetts
$22.9B
4
Marshall Wace
Marshall Wace
United Kingdom
$433M
5
Capital International Investors
Capital International Investors
California
$9.71B

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$699M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$14.6B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.3B
4
LPC
Lone Pine Capital
Connecticut
$1.15B
5
VAM
Veritas Asset Management
United Kingdom
$879M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
2701
Financial Avengers
California
$207K +$502 +1 +0.2%
MSS
2702
Mitchell Sinkler & Starr
Pennsylvania
$206K +$206K +410 New
BCA
2703
Biltmore Capital Advisors
New Jersey
$206K +$206K +411 New
SCA
2704
Southern Capital Advisors
Tennessee
$205K +$205K +408 New
IIA
2705
Integral Investment Advisors
California
$204K +$204K +406 New
PFS
2706
Physicians Financial Services
North Carolina
$203K +$203K +403 New
CWA
2707
Canvas Wealth Advisors
Kansas
$203K +$203K +404 New
MC
2708
Miramar Capital
Illinois
$203K +$203K +405 New
CF
2709
Clarity Financial
Texas
$203K +$203K +405 New
VFG
2710
V2 Financial group
Illinois
$202K +$202K +403 New
JWA
2711
JFS Wealth Advisors
Pennsylvania
$202K +$66.7K +133 +49%
KBFS
2712
Kohmann Bosshard Financial Services
Ohio
$202K +$202K +403 New
HCM
2713
Hutner Capital Management
Vermont
$201K +$201K +400 New
SAM
2714
Shikiar Asset Management
New York
$201K +$201K +400 New
WSC
2715
Wellington Shields & Co
New York
$201K +$201K +400 New
EIA
2716
Eldridge Investment Advisors
New Hampshire
$201K +$201K +400 New
OKSA
2717
O'Keefe Stevens Advisory
New York
$201K +$201K +400 New
VCM
2718
Versant Capital Management
Arizona
$200K – – –
CWA
2719
Clarity Wealth Advisors
California
$200K +$200K +400 New
CM
2720
Cornerstone Management
Georgia
$198K +$198K +395 New
NIC
2721
Northwest Investment Counselors
Oregon
$197K +$197K +392 New
PCMC
2722
Paragon Capital Management (Colorado)
Colorado
$196K +$196K +390 New
HBT
2723
Hills Bank & Trust
Iowa
$195K – – –
RDFA
2724
Ritter Daniher Financial Advisory
Ohio
$189K +$30.1K +60 +19%
MAM
2725
Mystic Asset Management
Rhode Island
$185K +$185K +370 New
107 108
109
110 111