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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 %
B
1251
Bensler
Washington
$3.66M +$3.66M +7,280 New
CDH
1252
Charles D. Hyman
$3.65M -$4.52K -9 -0.1%
T
1253
TCWP
Ohio
$3.63M +$3.63M +7,228 New
FHA
1254
First Horizon Advisors
Tennessee
$3.61M +$255K +507 +8%
RCWM
1255
Royal Capital Wealth Management
Indiana
$3.61M +$3.61M +7,180 New
PCM
1256
Palouse Capital Management
Washington
$3.6M -$574K -1,143 -14%
SEEDPG
1257
S.E.E.D. Planning Group
New York
$3.6M -$337K -671 -9%
MBTD
1258
Mechanics Bank - Trust Department
California
$3.57M +$52.7K +105 +1%
HWA
1259
Heritage Way Advisors
Illinois
$3.53M -$73.8K -147 -2%
TA
1260
TFG Advisers
Michigan
$3.53M +$40.2K +80 +1%
BWM
1261
BNC Wealth Management
Oregon
$3.52M +$3.52M +7,009 New
SFG
1262
SevenBridge Financial Group
Pennsylvania
$3.52M -$24.6K -49 -0.7%
MWVC
1263
Morgens Waterfall Vintiadis & Co
New York
$3.52M – – –
AAS
1264
Ameritas Advisory Services
Nebraska
$3.51M +$3.51M +6,982 New
WCA
1265
Westover Capital Advisors
Delaware
$3.5M +$1.54M +3,061 +78%
RSWM
1266
Robertson Stephens Wealth Management
California
$3.5M +$1.6M +3,181 +84%
VBCG
1267
Valley Brook Capital Group
Pennsylvania
$3.5M – – –
DR
1268
Davis Rea
Ontario, Canada
$3.48M +$63.3K +126 +2%
PG
1269
Patten Group
Tennessee
$3.48M +$223K +445 +7%
SXL
1270
Summit X LLC
Missouri
$3.47M +$160K +316 +5%
MLFP
1271
MPS Loria Financial Planners
Illinois
$3.45M +$9.54K +19 +0.3%
FTDI
1272
First Trust Direct Indexing
Massachusetts
$3.45M +$52.7K +105 +2%
PWP
1273
Principle Wealth Partners
Connecticut
$3.44M +$71.3K +142 +2%
WCM
1274
Wunderlich Capital Managemnt
Tennessee
$3.43M +$18.6K +37 +0.5%
PRS
1275
Pinkerton Retirement Specialists
Idaho
$3.43M +$89.9K +179 +3%
49 50
51
52 53