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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 %
TC
701
Telemus Capital
Michigan
$13.3M +$56.2K +112 +0.4%
GP
702
Girard Partners
Pennsylvania
$13.2M -$550K -1,095 -4%
GC
703
Grimes & Company
Massachusetts
$13.2M +$24.6K +49 +0.2%
WS
704
Wedbush Securities
California
$13.1M +$588K +1,171 +5%
CAM
705
Cresset Asset Management
Illinois
$13.1M -$1.8M -3,575 -12%
TPCW
706
TD Private Client Wealth
New York
$13M -$3.45M -6,874 -21%
LFAS
707
Level Four Advisory Services
Texas
$13M +$777K +1,548 +6%
PA
708
Profund Advisors
Maryland
$12.8M +$727K +1,447 +6%
TA
709
TruWealth Advisors
Louisiana
$12.8M +$389K +775 +3%
PJSIMP
710
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.8M -$109K -230 -0.8%
HT
711
Heritage Trust
Oklahoma
$12.8M -$23.1K -46 -0.2%
BWM
712
BerganKDV Wealth Management
Minnesota
$12.7M -$78.3K -156 -0.6%
PAM
713
Premier Asset Management
Illinois
$12.6M -$3.63M -7,236 -22%
FNBOO
714
First National Bank of Omaha
Nebraska
$12.5M -$252K -502 -2%
IAA
715
Independent Advisor Alliance
North Carolina
$12.4M +$403K +803 +3%
KRSITF
716
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.4M +$68.3K +136 +0.6%
LNB
717
Ledyard National Bank
$12.3M -$491K -977 -4%
HCM
718
Highlander Capital Management
New Jersey
$12.3M – – –
MFAM
719
Motley Fool Asset Management
Virginia
$12.3M +$49.2K +98 +0.4%
MC
720
Muhlenkamp & Co
Pennsylvania
$12.3M -$8.03K -16 -0.1%
FMC
721
First Merchants Corp
Indiana
$12.2M +$584K +1,164 +5%
IA
722
IndexIQ Advisors
New York
$12.2M +$212K +423 +2%
SWM
723
Segment Wealth Management
Texas
$12.2M +$373K +743 +3%
RBA
724
Richard Bernstein Advisors
New York
$12.2M +$3.62M +7,216 +42%
SG
725
Stonnington Group
California
$12M -$64.3K -137 -0.5%
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