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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 %
FFA
826
Fragasso Financial Advisors
Pennsylvania
$9.04M +$420K +837 +5%
TFA
827
Toth Financial Advisory
Virginia
$9.03M -$129K -256 -1%
EWA
828
Exencial Wealth Advisors
Oklahoma
$9.01M -$564K -1,123 -6%
PC
829
PointState Capital
New York
$8.99M +$8.99M +17,900 New
VPI
830
Value Partners Investments
Manitoba, Canada
$8.98M -$6.74M -13,477 -43%
EAM
831
EULAV Asset Management
Florida
$8.94M – – –
CAM
832
Cubic Asset Management
Massachusetts
$8.92M -$191K -380 -2%
EFS
833
Essex Financial Services
Connecticut
$8.86M +$2.2M +4,382 +33%
SCM
834
Shelton Capital Management
Colorado
$8.86M -$1.38M -2,748 -13%
LCC
835
Lincoln Capital Corp
Rhode Island
$8.85M +$18.1K +36 +0.2%
HSA
836
HBK Sorce Advisory
Pennsylvania
$8.8M +$306K +610 +4%
SGH
837
Sivik Global Healthcare
Connecticut
$8.79M -$26.4M -52,500 -75%
SAM
838
Silvercrest Asset Management
New York
$8.78M -$8.54K -17 -0.1%
EF
839
Empirical Finance
Pennsylvania
$8.77M +$1.6M +3,180 +22%
EAMA
840
EFG Asset Management (Americas)
Florida
$8.73M +$1.63M +3,235 +23%
S
841
SignatureFD
Georgia
$8.69M +$1.01M +2,018 +13%
Qube Research & Technologies (QRT)
842
Qube Research & Technologies (QRT)
United Kingdom
$8.68M -$55.4M -110,332 -86%
KFP
843
KMG Fiduciary Partners
Ohio
$8.67M -$696K -1,386 -7%
WAM
844
Weatherly Asset Management
California
$8.63M -$135K -269 -2%
IAN
845
Integrated Advisors Network
Texas
$8.59M -$116K -231 -1%
CIG
846
Consolidated Investment Group
Colorado
$8.59M – – –
EWM
847
Executive Wealth Management
Michigan
$8.57M +$378K +752 +5%
ST
848
Spinnaker Trust
Maine
$8.54M +$10K +20 +0.1%
STB
849
S&T Bank
Pennsylvania
$8.54M +$43.7K +87 +0.5%
EOJOAM
850
E. Ohman J:or Asset Management
Sweden
$8.54M -$12.7M -25,300 -60%
32 33
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