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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 %
UIA
926
Ulland Investment Advisors
Minnesota
$7.34M +$7.34M +14,623 New
TPM
927
Triasima Portfolio Management
Quebec, Canada
$7.34M +$1M +1,994 +16%
FPS
928
Fieldpoint Private Securities
Connecticut
$7.32M -$30.1K -60 -0.4%
JAM
929
JCIC Asset Management
Ontario, Canada
$7.31M +$10K +20 +0.1%
SCA
930
Stokes Capital Advisors
South Carolina
$7.27M -$106K -211 -1%
BPM
931
Bowling Portfolio Management
Ohio
$7.26M -$81.9K -163 -1%
CT
932
Chicago Trust
Illinois
$7.21M +$242K +481 +3%
PS
933
Pensionfund Sabic
Netherlands
$7.18M – – –
BP
934
Broadleaf Partners
Ohio
$7.18M -$54.7K -109 -0.8%
CA
935
Clearstead Advisors
Ohio
$7.17M +$332K +661 +5%
SAM
936
Smithbridge Asset Management
Pennsylvania
$7.17M +$502 +1 +0%
BCM
937
Brookstone Capital Management
Illinois
$7.16M +$1.08M +2,346 +18%
MMG
938
Monetary Management Group
Missouri
$7.14M +$92.9K +185 +1%
SSB
939
Sandy Spring Bank
Maryland
$7.12M +$99.4K +198 +1%
BEC
940
Blue Edge Capital
Virginia
$7.11M -$105K -209 -1%
AWM
941
Altium Wealth Management
New York
$7.07M +$421K +839 +6%
CIC
942
Carnegie Investment Counsel
Ohio
$7.05M +$648K +1,291 +10%
SFS
943
Sowell Financial Services
Arkansas
$7.05M +$482K +960 +7%
Luther King Capital Management (LKCM)
944
Luther King Capital Management (LKCM)
Texas
$7.04M +$286K +570 +4%
PCTC
945
Perkins Coie Trust Company
Washington
$7.01M -$156K -310 -2%
Two Sigma Investments
946
Two Sigma Investments
New York
$6.99M -$2.87M -5,725 -29%
PCA
947
Pallas Capital Advisors
Massachusetts
$6.99M +$291K +631 +4%
Harris Associates
948
Harris Associates
Illinois
$6.98M -$3.6M -7,167 -34%
FIB
949
First Interstate Bank
Montana
$6.98M -$15.1K -30 -0.2%
BFC
950
Blue Fin Capital
Rhode Island
$6.97M -$225K -449 -3%
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