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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 %
TWM
1001
Tradition Wealth Management
Minnesota
$6.24M +$39.7K +79 +0.6%
TPA
1002
Trivium Point Advisory
Connecticut
$6.24M +$46.2K +92 +0.7%
BFM
1003
Boston Financial Management
Massachusetts
$6.24M -$796K -1,586 -11%
JRP
1004
Jasper Ridge Partners
California
$6.23M – – –
MSU
1005
Mizuho Securities USA
New York
$6.21M -$487K -969 -7%
HWM
1006
Hohimer Wealth Management
Washington
$6.19M -$342K -681 -5%
VVP
1007
Venture Visionary Partners
Ohio
$6.19M +$221K +439 +4%
SWP
1008
Stratos Wealth Partners
Ohio
$6.18M -$19.1K -38 -0.3%
OIA
1009
Optimum Investment Advisors
Illinois
$6.18M +$105K +210 +2%
WANY
1010
Wealthspire Advisors (New York)
New York
$6.17M -$416K -828 -6%
KTM
1011
Keeler Thomas Management
Utah
$6.17M +$55.2K +110 +0.9%
QCM
1012
Quantinno Capital Management
New York
$6.16M +$6.16M +12,262 New
WFI
1013
West Family Investments
California
$6.14M -$179K -357 -3%
DAC
1014
Dividend Assets Capital
South Carolina
$6.12M +$802K +1,598 +15%
AAS
1015
Annex Advisory Services
Wisconsin
$6.12M +$114K +228 +2%
HEIP
1016
Hudson Edge Investment Partners
New Jersey
$6.11M -$67.3K -134 -1%
ACM
1017
Advisors Capital Management
New Jersey
$6.09M +$227K +453 +4%
VCM
1018
Virtue Capital Management
Tennessee
$6.08M +$418K +833 +7%
LAM
1019
Lountzis Asset Management
Pennsylvania
$6.08M -$19.1K -38 -0.3%
TCM
1020
Thames Capital Management
New Jersey
$6.06M +$6.06M +12,063 New
AF
1021
Allworth Financial
California
$6.04M +$53.7K +107 +0.9%
LAM
1022
Lynch Asset Management
Pennsylvania
$6.03M +$6.03M +12,000 New
AG
1023
Ascent Group
Virginia
$5.99M +$5.99M +12,985 New
SDWIA
1024
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.98M -$140K -278 -2%
MOS
1025
MGO One Seven
Ohio
$5.97M +$678K +1,350 +13%
39 40
41
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