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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 %
PIMJS
851
PKO Investment Management Joint-Stock
Poland
$8.53M -$1.23M -2,448 -13%
AIP
852
Alapocas Investment Partners
Massachusetts
$8.52M +$8.52M +16,973 New
ELI
853
Empire Life Investments
Ontario, Canada
$8.52M – – –
WCM
854
Wedge Capital Management
North Carolina
$8.5M -$2.85M -5,681 -25%
BSW
855
Buckingham Strategic Wealth
Missouri
$8.5M -$409K -814 -5%
SC
856
Stolper & Co
Oklahoma
$8.47M -$51.7K -103 -0.6%
MYLI
857
Meiji Yasuda Life Insurance
Japan
$8.46M -$918K -1,828 -10%
ECM
858
Evergreen Capital Management
Washington
$8.45M +$110K +219 +1%
AWM
859
Axxcess Wealth Management
California
$8.45M +$8.45M +16,825 New
MSWM
860
Mader & Shannon Wealth Management
Missouri
$8.43M +$122K +242 +1%
GIA
861
Gladstone Institutional Advisory
Florida
$8.41M +$3.33M +6,641 +66%
SIM
862
Seaview Investment Managers
Florida
$8.39M +$1.53M +3,053 +22%
MCM
863
Mattern Capital Management
Colorado
$8.38M -$181K -360 -2%
GVAG
864
Great Valley Advisor Group
Delaware
$8.38M +$84.9K +184 +1%
SIA
865
Schechter Investment Advisors
Michigan
$8.28M +$8.28M +16,496 New
ERWM
866
Elk River Wealth Management
Colorado
$8.28M +$28.1K +56 +0.3%
WC
867
Winmill & Co
New York
$8.27M – – –
AC
868
Arjuna Capital
North Carolina
$8.25M -$108K -215 -1%
KPWS
869
Kestra Private Wealth Services
Texas
$8.25M +$1.63M +3,242 +25%
MPM
870
Meritage Portfolio Management
Kansas
$8.24M -$28.6K -57 -0.3%
SCM
871
Schnieders Capital Management
California
$8.24M +$120K +238 +1%
KIA
872
KCM Investment Advisors
California
$8.23M +$144K +287 +2%
MWM
873
Minot Wealth Management
Massachusetts
$8.22M +$258K +514 +3%
BFPW
874
BOK Financial Private Wealth
Colorado
$8.18M +$168K +335 +2%
MCM
875
Murphy Capital Management
New Jersey
$8.16M +$312K +621 +4%
33 34
35
36 37