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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 %
MPPW
1201
Mitchell & Pahl Private Wealth
Oklahoma
$4.08M +$29.6K +59 +0.7%
CWM
1202
Connecticut Wealth Management
Connecticut
$4.07M -$119K -237 -3%
SCA
1203
Strategic Capital Advisers
Colorado
$4.05M -$24.1K -48 -0.6%
MCM
1204
Mitchell Capital Management
Kansas
$4.05M +$195K +389 +5%
RFA
1205
Reilly Financial Advisors
California
$4.04M -$296K -589 -7%
JFGIW
1206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.04M -$308K -613 -7%
GBT
1207
Grove Bank & Trust
Florida
$4.03M +$84.9K +169 +2%
UHC
1208
Union Heritage Capital
Michigan
$4.02M – – –
WBC
1209
West Branch Capital
Massachusetts
$4.01M +$134K +266 +3%
GP
1210
Geneva Partners
Wisconsin
$3.98M +$90.4K +180 +2%
VCA
1211
Verdence Capital Advisors
Maryland
$3.97M +$2.81M +5,597 +242%
SSWM
1212
Sheets Smith Wealth Management
North Carolina
$3.95M -$2.51K -5 -0.1%
RWM
1213
Ritholtz Wealth Management
New York
$3.94M +$155K +308 +4%
LWAC
1214
Laurel Wealth Advisors (California)
California
$3.93M +$2.84M +5,654 +261%
BG
1215
Bollard Group
Massachusetts
$3.93M +$2.17M +4,317 +123%
LS
1216
Leelyn Smith
Illinois
$3.92M -$7.03K -14 -0.2%
HAI
1217
Hennessy Advisors Inc
California
$3.92M -$151K -300 -4%
CIP
1218
Capital Insight Partners
Arizona
$3.91M +$38.2K +76 +1%
CIC
1219
Chase Investment Counsel
Virginia
$3.91M +$3.56M +7,082 +992%
CWG
1220
Cornerstone Wealth Group
North Carolina
$3.9M +$3.46M +6,886 +790%
TW
1221
TrinityPoint Wealth
Connecticut
$3.87M -$2.01K -4 -0.1%
HIM
1222
Harbour Investment Management
Washington
$3.87M -$9.04K -18 -0.2%
SCMU
1223
Steadfast Capital Management (UK)
United Kingdom
$3.87M -$855K -1,702 -18%
FLI
1224
Family Legacy Inc
South Carolina
$3.86M +$9.85K +21 +0.3%
FWM
1225
Forefront Wealth Management
Pennsylvania
$3.85M +$3.85M +7,670 New
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