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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 %
WSTAM
676
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M +$179K +357 +1%
CA
677
Cullinan Associates
Kentucky
$14.3M -$1.39M -2,777 -9%
BFA
678
Bragg Financial Advisors
North Carolina
$14.3M – – –
AIP
679
Ameritas Investment Partners
Nebraska
$14.2M -$204K -406 -1%
BFEC
680
Benjamin F. Edwards & Company
Missouri
$14.2M +$3.32M +6,620 +30%
AP
681
Appleton Partners
Massachusetts
$14.2M -$498K -991 -3%
KCM
682
Kornitzer Capital Management
Kansas
$14.2M +$494K +983 +4%
CCM
683
Cinctive Capital Management
New York
$14.1M -$12.6M -25,077 -47%
ATC
684
Argent Trust Co
Tennessee
$14.1M +$352K +700 +3%
JMFC
685
J.M. Forbes & Co
Massachusetts
$14.1M +$101K +201 +0.7%
EWA
686
EP Wealth Advisors
California
$14M -$862K -1,716 -6%
BRCM
687
Bright Rock Capital Management
Massachusetts
$14M +$1.51M +3,000 +12%
MAM
688
Madison Asset Management
Wisconsin
$14M -$398K -793 -3%
KWMG
689
King Wealth Management Group
Florida
$13.9M -$175K -349 -1%
LG
690
Leuthold Group
Minnesota
$13.9M -$337K -671 -2%
CK
691
Cohen Klingenstein
New York
$13.9M – – –
MGWM
692
Marks Group Wealth Management
Minnesota
$13.9M +$266K +524 +2%
HT
693
HAP Trading
New York
$13.8M +$6.69M +13,326 +94%
SMFG
694
Sumitomo Mitsui Financial Group
Japan
$13.8M +$1.58M +3,144 +13%
APA
695
American Portfolios Advisors
New York
$13.8M +$1.89M +3,756 +16%
LCM
696
Logan Capital Management
Pennsylvania
$13.5M -$722K -1,437 -5%
ACM
697
Asymmetry Capital Management
California
$13.5M +$13.5M +26,844 New
SPC
698
Sigma Planning Corp
Michigan
$13.5M +$512K +1,020 +4%
GAM
699
Gotham Asset Management
New York
$13.4M -$2.23M -4,436 -14%
DLCIG
700
D.L. Carlson Investment Group
New Hampshire
$13.3M +$523K +1,041 +4%
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