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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
+$840M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$634M
3
State Street
State Street
Massachusetts
+$437M
4
Marshall Wace
Marshall Wace
United Kingdom
+$417M
5
Capital International Investors
Capital International Investors
California
+$397M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$781M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$492M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$415M
4
LPC
Lone Pine Capital
Connecticut
-$356M
5
VAM
Veritas Asset Management
United Kingdom
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
551
Snowden Capital Advisors
New York
$22.2M -$2.44M -4,864 -10%
Cetera Investment Advisers
552
Cetera Investment Advisers
Illinois
$22.2M -$371K -738 -2%
CFG
553
Citizens Financial Group
Rhode Island
$22.1M -$1.01M -2,046 -4%
BPWM
554
Badgley Phelps Wealth Managers
Washington
$22.1M +$429K +855 +2%
AP
555
Advisor Partners
California
$22M -$238K -473 -1%
BRWA
556
B. Riley Wealth Advisors
Florida
$22M +$581K +1,158 +3%
DCM
557
Dupont Capital Management
Delaware
$21.9M -$5.77M -11,496 -21%
HTHT
558
Hemenway Trust Hemenway Trust
New Hampshire
$21.9M +$679K +1,353 +3%
FBA
559
Front Barnett Associates
Illinois
$21.9M -$56.7K -113 -0.3%
FGP
560
Foyston, Gordon, & Payne
Ontario, Canada
$21.8M -$731K -1,455 -3%
PCA
561
Private Capital Advisors
Connecticut
$21.7M -$460K -916 -2%
BCM
562
BTR Capital Management
California
$21.7M +$47.7K +95 +0.2%
CTA
563
Colonial Trust Advisors
South Carolina
$21.6M -$380K -756 -2%
BWFA
564
Baltimore-Washington Financial Advisors
Maryland
$21.6M -$16.1M -41,162 Closed
MCM
565
Makena Capital Management
California
$21.5M +$516K +1,028 +2%
DY
566
Dowling & Yahnke
California
$21.3M -$213K -424 -1%
NMIMC
567
Northwestern Mutual Investment Management Company
Wisconsin
$21.3M -$228K -454 -1%
CWM
568
Calamos Wealth Management
Illinois
$21.2M +$624K +1,242 +3%
CGH
569
Crossmark Global Holdings
Texas
$20.9M -$45.2K -90 -0.2%
BAMCO Inc
570
BAMCO Inc
New York
$20.7M +$3.86M +7,680 +23%
FNBT
571
FineMark National Bank & Trust
Florida
$20.6M -$32.6K -65 -0.2%
MIM
572
Marco Investment Management
Georgia
$20.6M -$5.23M -10,409 -20%
SCA
573
Stillwater Capital Advisors
Pennsylvania
$20.5M -$322K -641 -2%
FAB
574
First American Bank
Illinois
$20.5M +$629K +1,252 +3%
CWM
575
Curi Wealth Management
North Carolina
$20.4M +$19.8M +39,462 +3,219%
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