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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 %
SFS
1051
Stiles Financial Services
Minnesota
$5.68M +$5.68M +11,316 New
COI
1052
Connable Office Inc
Michigan
$5.68M -$54.7K -109 -1%
AIA
1053
Affinity Investment Advisors
California
$5.68M -$75.8K -151 -1%
FIA
1054
Foundations Investment Advisors
Arizona
$5.61M +$333K +702 +6%
ACM
1055
Aljian Capital Management
Nevada
$5.61M +$193K +384 +4%
GJIC
1056
Gamble Jones Investment Counsel
California
$5.59M -$4.02K -8 -0.1%
ECM
1057
ExodusPoint Capital Management
New York
$5.57M -$18.7M -37,331 -77%
ANI
1058
American National Insurance
Texas
$5.56M -$35.8M -71,240 -87%
BAM
1059
Belpointe Asset Management
Nevada
$5.56M -$231K -461 -4%
CWM
1060
CMH Wealth Management
New Hampshire
$5.56M +$347K +692 +7%
PTC
1061
Private Trust Company
Ohio
$5.54M -$183K -365 -3%
OCM
1062
Olstein Capital Management
New York
$5.52M -$3.26M -6,500 -37%
BA
1063
Bristlecone Advisors
Washington
$5.49M -$264K -526 -5%
CCA
1064
Checchi Capital Advisers
California
$5.44M +$547K +1,090 +11%
SFA
1065
Souders Financial Advisors
Ohio
$5.43M +$107K +214 +2%
CW
1066
CreativeOne Wealth
Kansas
$5.41M +$396K +789 +8%
BP
1067
Ballentine Partners
Massachusetts
$5.39M +$867K +1,727 +19%
HI
1068
Harbour Investments
Wisconsin
$5.39M -$1.85M -3,681 -26%
TVWM
1069
Tower View Wealth Management
Wisconsin
$5.38M +$76.8K +153 +1%
MCP
1070
Mirador Capital Partners
California
$5.38M +$115K +229 +2%
RCM
1071
RNC Capital Management
California
$5.37M +$119K +236 +2%
MGIA
1072
Moneta Group Investment Advisors
Missouri
$5.36M +$268K +534 +5%
DWM
1073
Dorchester Wealth Management
Quebec, Canada
$5.34M -$146K -290 -3%
WPW
1074
Waldron Private Wealth
Pennsylvania
$5.32M -$3.52K -7 -0.1%
DSC
1075
Duncker Streett & Co
Missouri
$5.29M – – –
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