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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 %
RFWA
2826
RPg Family Wealth Advisory
Massachusetts
$32.1K – – –
Baillie Gifford & Co
2827
Baillie Gifford & Co
United Kingdom
$32K -$18.8K -37 -37%
OA
2828
Operose Advisors
Wisconsin
$32K +$32K +64 New
MUMSS
2829
Mitsubishi UFJ Morgan Stanley Securities
Japan
$30K -$35K -70 -54%
CWM
2830
Cranbrook Wealth Management
Michigan
$30K – – –
AA
2831
AlphaMark Advisors
Kentucky
$30K +$1.5K +3 +5%
ODG
2832
O'Dell Group
Ohio
$29K – – –
BBPWM
2833
Blue Bell Private Wealth Management
Pennsylvania
$29K +$29K +58 New
AFS
2834
Annapolis Financial Services
Maryland
$28K -$16.2K -33 -37%
BA
2835
Bellwether Advisors
Nebraska
$28K – – –
RBC
2836
Roble Belko & Company
Pennsylvania
$28K – – –
JMF
2837
Johnson Midwest Financial
Iowa
$28K – – –
CP
2838
Corbenic Partners
Pennsylvania
$27K – – –
FEG
2839
Financial Enhancement Group
Indiana
$25K – – –
OF
2840
Outfitter Financial
Maine
$25K +$25K +50 New
HWM
2841
HighMark Wealth Management
Minnesota
$23K – – –
WFS
2842
Widmann Financial Services
Maryland
$23K +$23K +46 New
RI
2843
Rinkey Investments
California
$23K +$23K +50 New
TAM
2844
Tucker Asset Management
Colorado
$22.2K +$22.2K +44 New
LWP
2845
Lumature Wealth Partners
Georgia
$22K -$13K -26 -37%
DWMG
2846
DB Wealth Management Group
California
$22K – – –
KFS
2847
Kelly Financial Services
Massachusetts
$21.9K -$1.99K -4 -8%
CWA
2848
Carolina Wealth Advisors
South Carolina
$21K – – –
AIM
2849
Arcadia Investment Management
Michigan
$21K – – –
AA
2850
Addison Advisors
Vermont
$21K +$18K +36 +600%
112 113
114
115 116