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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 %
Fuller & Thaler Asset Management
1326
Fuller & Thaler Asset Management
California
$3.12M -$402K -800 -11%
GDP
1327
Great Diamond Partners
Maine
$3.11M +$97.4K +194 +3%
GWM
1328
GDS Wealth Management
Texas
$3.1M +$3.1M +6,176 New
WWM
1329
Western Wealth Management
Colorado
$3.09M +$3.09M +6,113 New
VFA
1330
Voya Financial Advisors
Connecticut
$3.08M +$76.7K +152 +3%
RB
1331
Renasant Bank
Mississippi
$3.07M +$390K +776 +15%
SC
1332
SouthState Corp
Florida
$3.06M +$183K +365 +6%
FCM
1333
Fairbanks Capital Management
California
$3.05M +$483K +961 +19%
PA
1334
PFG Advisors
Arizona
$3.05M -$270K -538 -8%
BL
1335
BFSG LLC
California
$3.04M +$1.05M +2,100 +53%
FDS
1336
Freedom Day Solutions
Texas
$3.03M -$46.7K -93 -2%
NME
1337
Notis-McConarty Edward
$3.03M +$2.51K +5 +0.1%
DL
1338
DOHJ LLC
Washington
$3.02M -$217K -432 -7%
RCAG
1339
Rehmann Capital Advisory Group
Michigan
$3.02M -$21.6K -43 -0.7%
MFS
1340
Monetta Financial Services
Illinois
$3.01M – – –
AF
1341
Ally Financial
Michigan
$3.01M +$3.01M +6,000 New
APWM
1342
Atlas Private Wealth Management
New York
$3.01M -$102K -204 -3%
VCAM
1343
Van Cleef Asset Management
Ohio
$3.01M -$320K -637 -10%
KWA
1344
KCS Wealth Advisory
California
$3.01M +$55.2K +110 +2%
OIS
1345
Okabena Investment Services
Minnesota
$3.01M +$2.59M +5,164 +628%
SFO
1346
Stokes Family Office
Louisiana
$2.99M +$166K +330 +6%
JWBC
1347
J.W. Burns & Co
New York
$2.98M +$97.4K +194 +3%
WA
1348
Wealth Architects
California
$2.97M +$6.03K +12 +0.2%
BB
1349
Berkshire Bank
Massachusetts
$2.96M +$1.19M +2,363 +67%
OAM
1350
Occidental Asset Management
California
$2.96M +$62.3K +124 +2%
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