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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 %
MW
2726
Milestone Wealth
New York
$180K +$180K +357 New
FFA
2727
Freedman Financial Associates
Massachusetts
$179K – – –
ARIS
2728
Advanced Research Investment Solutions
California
$179K – – –
FWM
2729
Focused Wealth Management
New York
$179K +$4.02K +8 +2%
WAM
2730
WFA Asset Management
Wisconsin
$178K +$178K +355 New
YAL
2731
Your Advocates Ltd
Texas
$176K – – –
SIAP
2732
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$174K +$7.52K +15 +5%
RP
2733
Rowlandmiller & Partners
Georgia
$169K +$169K +337 New
PA
2734
PSI Advisors
Florida
$167K +$502 +1 +0.3%
TCM
2735
Tradewinds Capital Management
Washington
$165K – – –
TFGT
2736
TS Financial Group (TSFG)
Illinois
$163K – – –
FWA
2737
FSC Wealth Advisors
New York
$163K +$163K +325 New
SC
2738
Solstein Capital
California
$161K – – –
RG
2739
Retirement Group
California
$156K +$152K +304 +4,343%
BFG
2740
Baron Financial Group
New Jersey
$153K – – –
BC
2741
Burleson & Co
California
$152K +$502 +1 +0.3%
RFP
2742
Roth Financial Partners
Texas
$147K – – –
DI
2743
Disciplined Investments
Oklahoma
$145K +$56.4K +112 +64%
AIL
2744
AGF Investments LLC
Ontario, Canada
$141K -$1.22M -2,427 -90%
NC
2745
NewSquare Capital
Pennsylvania
$140K – – –
TCM
2746
TD Capital Management
Tennessee
$139K +$502 +1 +0.4%
AIM
2747
AHL Investment Management
Florida
$139K +$139K +276 New
TFM
2748
TFC Financial Management
Massachusetts
$138K -$4.03K -8 -3%
WAS
2749
Winch Advisory Services
Wisconsin
$136K +$502 +1 +0.4%
FPB
2750
First PREMIER Bank
South Dakota
$133K – – –
108 109
110
111 112