UNH icon

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 %
RIA
1426
Realta Investment Advisors
Delaware
$2.56M -$61.8K -123 -2%
MWA
1427
Moser Wealth Advisors
Washington
$2.56M – – –
GEA
1428
Glen Eagle Advisors
New Jersey
$2.56M +$424K +844 +20%
1WA
1429
180 Wealth Advisors
Washington
$2.56M +$24.4K +53 +1%
JFA
1430
JNBA Financial Advisors
Minnesota
$2.55M -$21.6K -43 -0.8%
TSWM
1431
Triangle Securities Wealth Management
North Carolina
$2.54M -$67.3K -134 -3%
OAM
1432
Oak Asset Management
California
$2.54M -$14.6K -29 -0.6%
LWA
1433
Lineweaver Wealth Advisors
Ohio
$2.53M -$6.53K -13 -0.3%
CWA
1434
Consilium Wealth Advisory
Texas
$2.48M +$2.48M +4,942 New
RPWA
1435
Regent Peak Wealth Advisors
Georgia
$2.47M +$1.69M +3,356 +215%
BRG
1436
Bay Rivers Group
Virginia
$2.46M -$140K -278 -5%
PWPS
1437
Pinnacle Wealth Planning Services
Ohio
$2.46M +$145K +289 +6%
SCM
1438
Southport Capital Management
Tennessee
$2.46M +$889K +1,771 +57%
CIA
1439
Choate Investment Advisors
Massachusetts
$2.43M +$1.13M +2,244 +87%
CCM
1440
Compton Capital Management
Rhode Island
$2.42M – – –
HIC
1441
Harvey Investment Company
Kentucky
$2.41M +$45.2K +90 +2%
ATI
1442
Act Two Investors
California
$2.41M -$28.8M -57,285 -92%
CASB
1443
Cape Ann Savings Bank
Massachusetts
$2.41M +$80.4K +160 +3%
UH
1444
Unigestion Holding
Switzerland
$2.4M +$495K +986 +26%
CST
1445
Charles Schwab Trust
Nevada
$2.4M +$42.7K +85 +2%
CSA
1446
Cottage Street Advisors
Massachusetts
$2.4M -$25.1K -50 -1%
RA
1447
RFG Advisory
Alabama
$2.39M -$151K -301 -6%
LOIM
1448
Liberty One Investment Management
Illinois
$2.39M +$72.8K +145 +3%
NWM
1449
Northcape Wealth Management
New York
$2.38M +$2.38M +4,743 New
RWA
1450
River Wealth Advisors
Pennsylvania
$2.37M +$82.4K +164 +4%
56 57
58
59 60