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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 %
AS
2876
Altshuler Shaham
Israel
$8K +$8K +16 New
EAM
2877
Eukles Asset Management
Ohio
$7K +$7K +13 New
SC
2878
Schubert & Co
Texas
$7K +$7K +13 New
RDIA
2879
RE Dickinson Investment Advisors
Iowa
$7K +$7K +14 New
LAS
2880
Lloyd Advisory Services
Georgia
$6K – – –
M1FG
2881
Mach-1 Financial Group
Arkansas
$5K +$5K +10 New
AWA
2882
Aquire Wealth Advisors
Utah
$4K +$4K +7 New
CWM
2883
Cedar Wealth Management
California
$4K +$4K +8 New
MG
2884
MilWealth Group
Wisconsin
$3.01K – – –
CP
2885
Castleview Partners
Texas
$1.85K +$1.85K +929,089 New
HVM
2886
Harvest Volatility Management
Connecticut
$1.59K +$1.59K +3,173 New
WIM
2887
Westside Investment Management
California
$1.53K -$1 -2 -0.1%
BIM
2888
Baldwin Investment Management
Pennsylvania
$1.47K -$73 -145 -5%
RTC
2889
Riverview Trust Company
Washington
$994 – – –
FHC
2890
First Heartland Consultants
Missouri
$668 +$15 +29 +2%
WC
2891
Wexford Capital
Florida
$625 +$625 +1,244 New
LWM
2892
Liberty Wealth Management
California
$373 -$195 -389 -34%
FFG
2893
Ford Financial Group
California
$238 -$26 -51 -10%
Viking Global Investors
2894
Viking Global Investors
Connecticut
– -$284M -726,474 Closed
ACI
2895
AMP Capital Investors
Australia
– -$118M -302,789 Closed
MSE
2896
MUFG Securities EMEA
United Kingdom
– -$74.2M -190,000 Closed
Voloridge Investment Management
2897
Voloridge Investment Management
Florida
– -$55.9M -143,161 Closed
AC
2898
Armistice Capital
New York
– -$39.1M -100,000 Closed
BPM
2899
Blue Pool Management
Hong Kong
– -$31.7M -81,134 Closed
AIM
2900
Achmea Investment Management
Netherlands
– -$29.4M -75,225 Closed
114 115
116
117 118