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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 %
SJIA
2776
St. James Investment Advisors
New York
$83K +$83K +166 New
NICM
2777
Neo Ivy Capital Management
New York
$82K +$82K +164 New
EC
2778
Estate Counselors
Wisconsin
$81K – – –
APC
2779
Aspire Private Capital
North Carolina
$81K +$13K +26 +19%
AW
2780
Avion Wealth
Texas
$77K -$21.1K -42 -22%
GG
2781
Gleason Group
Kentucky
$77K +$503 +1 +0.7%
HI
2782
Hudock Inc
Pennsylvania
$75K -$5.5K -11 -7%
HWM
2783
Holloway Wealth Management
Florida
$75K -$58K – –
BHWM
2784
Beaird Harris Wealth Management
Texas
$75K +$75K +150 New
TC
2785
Tacita Capital
Ontario, Canada
$73K – – –
AWM
2786
Accel Wealth Management
Iowa
$71K – – –
HDIM
2787
Hanson & Doremus Investment Management
Vermont
$70K -$13.5K -27 -16%
GIA
2788
Goodwin Investment Advisory
Georgia
$70K – – –
IRC
2789
Investors Research Corp
Georgia
$67K – – –
KFAA
2790
Klaas Financial Asset Advisors
Illinois
$66K +$504 +1 +0.8%
BCPWM
2791
Bradley & Co Private Wealth Management
Florida
$64K – – –
GWM
2792
Guardian Wealth Management
Illinois
$64K +$64K +127 New
WOC
2793
West Oak Capital
California
$63K -$2.52K -5 -4%
AHIA
2794
Andrew Hill Investment Advisors
Florida
$62K +$62K +125 New
BAM
2795
Bellevue Asset Management
Washington
$61K -$50K -100 -45%
OAJ
2796
Ogorek Anthony Joseph
New York
$60K – – –
DAM
2797
Delta Asset Management
Tennessee
$59K – – –
PCFFS
2798
Pacific Center for Financial Services
California
$56K – – –
CAM
2799
Costello Asset Management
Pennsylvania
$55K -$5K -10 -8%
CSWM
2800
Cassady Schiller Wealth Management
Ohio
$55K +$55K +110 New
110 111
112
113 114