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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 %
RCM
2851
Raleigh Capital Management
North Carolina
$19K +$19K +37 New
MS
2852
Mizuho Securities
Japan
$18K +$500 +1 +3%
PP
2853
Pacifica Partners
Canada
$17K – – –
AWMS
2854
Advocacy Wealth Management Services
Georgia
$17K +$17K +33 New
GCM
2855
Gladius Capital Management
Illinois
$16K +$16K +30 New
IA
2856
IFS Advisors
Kansas
$16K +$16K +33 New
CIA
2857
Cascade Investment Advisors
Oregon
$15.1K – – –
GWMIA
2858
Global Wealth Management Investment Advisory
Florida
$15K – – –
BC
2859
Barnett & Company
Tennessee
$15K +$15K +30 New
FGAM
2860
Financial Gravity Asset Management
Texas
$14.7K +$14.6K +26,073 +60,635%
SQA
2861
Simon Quick Advisors
New Jersey
$14K -$715K -1,378 -98%
WIA
2862
Wealthstreet Investment Advisors
Texas
$14K – – –
EL
2863
EMFO LLC
Florida
$13K – – –
BCM
2864
Bourgeon Capital Management
Connecticut
$13K – – –
MBFW
2865
Morton Brown Family Wealth
Pennsylvania
$12K +$12K +23 New
RIM
2866
Ranger Investment Management
Texas
$11K – – –
PK
2867
Pflug Koory
Nebraska
$10K – – –
LIM
2868
Longfellow Investment Management
Massachusetts
$10K – – –
BBHC
2869
Brown Brothers Harriman & Co
New York
$10K +$1.19K +2,366 +13%
SA
2870
SRH Advisors
Kansas
$9K – – –
BC
2871
Belmont Capital
California
$9K +$5.82K +11 +183%
TF
2872
Tompkins Financial
New York
$8K -$35.2K -66 -81%
TC
2873
Truvestments Capital
Florida
$8K – – –
HS
2874
Horan Securities
United States
$8K +$8K +15 New
PCA
2875
Providence Capital Advisors
North Carolina
$8K +$8K +16 New
113 114
115
116 117