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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
1
Royal Bank of Canada
Ontario, Canada
$6B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$3.19B
3
State Street
3
State Street
Massachusetts
$22.9B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$433M
5
Capital International Investors
5
Capital International Investors
California
$9.71B

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$699M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14.6B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$17.3B
4
LPC
4
Lone Pine Capital
Connecticut
$1.15B
5
VAM
5
Veritas Asset Management
United Kingdom
$879M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
2801
IronBridge Private Wealth
Texas
$54K +$500 +1 +0.9%
RK
2802
Rather & Kittrell
Tennessee
$54K +$54K +108 New
MFA
2803
McClarren Financial Advisors
Pennsylvania
$53K +$40.5K +81 +324%
TLFA
2804
True Link Financial Advisors
California
$51K -$8.58K -17 -14%
SPWG
2805
Sage Private Wealth Group
Illinois
$51K – – –
LPWM
2806
Lake Point Wealth Management
Texas
$50K – – –
GWA
2807
Gibson Wealth Advisors
Texas
$50K +$50K +100 New
TC
2808
Trust Company
Kansas
$49K – – –
DFCM
2809
Dark Forest Capital Management
Puerto Rico
$49K +$49K +97 New
ARMC
2810
American Research & Management Company
Massachusetts
$48K – – –
EWM
2811
Edge Wealth Management
New York
$47K – – –
DWA
2812
Delos Wealth Advisors
Texas
$47K +$29K +58 +161%
TCWA
2813
Ten Capital Wealth Advisors
Washington
$46K -$34.4K -68 -43%
WB
2814
West Bancorporation
Iowa
$45K +$45K +89 New
LFA
2815
Level Financial Advisors
New York
$45K +$45K +90 New
S
2816
Surevest
California
$43K +$43K +85 New
OBWP
2817
O'Brien Wealth Partners
Massachusetts
$42K +$31.3K +64 +291%
ST
2818
Sageworth Trust
Pennsylvania
$41K – – –
CMA
2819
Cedar Mountain Advisors
Oregon
$41K – – –
WWM
2820
Wagner Wealth Management
South Carolina
$39K +$5.57K +11 +17%
RA
2821
Rise Advisors
New York
$38K +$38K +76 New
AWM
2822
Activest Wealth Management
Florida
$37K +$500 +1 +1%
SCA
2823
Stuart Chaussee & Associates
California
$35K +$12.5K +25 +56%
LFG
2824
Leverty Financial Group
Wisconsin
$34K +$34K +68 New
TIM
2825
Tortoise Investment Management
New York
$33K +$11.7K +23 +55%
111 112
113
114 115