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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 %
Rafferty Asset Management
651
Rafferty Asset Management
New York
$15.9M +$799K +1,592 +5%
PAS
652
Park Avenue Securities
New York
$15.8M +$1.01M +2,013 +7%
TW
653
Transform Wealth
Colorado
$15.7M -$20.6K -41 -0.1%
DT
654
Diversified Trust
Tennessee
$15.6M -$500K -995 -3%
NWM
655
Nicola Wealth Management
British Columbia, Canada
$15.6M -$502K -1,000 -3%
AHC
656
Adell Harriman & Carpenter
Texas
$15.5M +$274K +546 +2%
GAB
657
German American Bancorp
Indiana
$15.5M +$285K +567 +2%
HI
658
Horizon Investments
North Carolina
$15.3M -$2.12M -4,215 -12%
AMI
659
Amica Mutual Insurance
Rhode Island
$15.3M -$497K -990 -3%
BCMO
660
Buckingham Capital Management (Ohio)
Ohio
$15.3M -$1K -2 -0%
VPIM
661
Vanguard Personalized Indexing Management
California
$15.3M +$4.85M +9,661 +47%
KPCM
662
Kings Point Capital Management
New York
$15.3M +$6.76M +13,471 +80%
SAM
663
Sectoral Asset Management
Quebec, Canada
$15.2M +$753K +1,500 +5%
HR
664
Howe & Rusling
New York
$15.2M +$1.26M +2,512 +9%
CCM
665
Carlson Capital Management
Minnesota
$15.2M -$17.6K -35 -0.1%
VWM
666
Venturi Wealth Management
Texas
$15.1M -$102K -204 -0.7%
GCM
667
Gabalex Capital Management
New York
$15.1M – – –
TCM
668
Twin Capital Management
Pennsylvania
$15M -$1.09M -2,180 -7%
PTB
669
Pioneer Trust Bank
Oregon
$14.9M +$52.7K +105 +0.4%
CUAMC
670
China Universal Asset Management Company
China
$14.9M +$14.9M +29,614 New
1IA
671
1834 Investment Advisors
Wisconsin
$14.7M -$87.4K -174 -0.6%
TCBWMS
672
Texas Capital Bank Wealth Management Services
Texas
$14.6M -$586K -1,167 -4%
HM
673
HealthCor Management
New York
$14.6M +$14.6M +29,000 New
RA
674
RiverPark Advisors
New York
$14.5M -$1.36M -2,700 -9%
BIM
675
Bridgecreek Investment Management
Oklahoma
$14.5M -$37.7K -75 -0.3%
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