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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 %
PWP
1476
Perfromance Wealth Partners
Illinois
$2.22M +$2.22M +4,426 New
WTA
1477
Washington Trust Advisors
Massachusetts
$2.22M +$2.22M +4,423 New
WIA
1478
Westbourne Investment Advisors
Maryland
$2.21M – – –
AWM
1479
Altavista Wealth Management
North Carolina
$2.21M -$5.02K -10 -0.2%
MCM
1480
Manchester Capital Management
Vermont
$2.21M +$502 +1 +0%
CLOS
1481
Compagnie Lombard Odier SCmA
Switzerland
$2.21M -$62.8K -125 -3%
GA
1482
GraniteShares Advisors
New York
$2.21M +$2.21M +4,393 New
WA
1483
WP Advisors
California
$2.2M +$35.1K +70 +2%
WR
1484
WD Rutherford
Oregon
$2.2M -$55.2K -110 -2%
WF
1485
Welch & Forbes
Massachusetts
$2.2M +$9.04K +18 +0.4%
BB
1486
Bell Bank
North Dakota
$2.19M +$81.9K +163 +4%
SWA
1487
Stratos Wealth Advisors
Ohio
$2.19M +$446K +889 +26%
KTC
1488
Kistler-Tiffany Companies
Pennsylvania
$2.18M -$43.7K -87 -2%
VA
1489
Valmark Advisers
Ohio
$2.18M +$32.6K +65 +2%
GSWM
1490
Golden State Wealth Management
California
$2.17M +$863K +1,719 +66%
VLC
1491
Van Leeuwen & Company
New Jersey
$2.17M +$15.1K +30 +0.7%
GIM
1492
Groesbeck Investment Management
New Jersey
$2.16M – – –
WKWM
1493
Walter & Keenan Wealth Management
Indiana
$2.15M – – –
RWP
1494
Revolve Wealth Partners
New Jersey
$2.15M +$2.15M +4,288 New
RCIM
1495
Red Cedar Investment Management
Michigan
$2.14M +$433K +862 +25%
PIM
1496
Perpetual Investment Management
Australia
$2.14M – – –
QWM
1497
QP Wealth Management
New Jersey
$2.11M -$5.52K -11 -0.3%
UAML
1498
US Asset Management LLC
Pennsylvania
$2.11M -$2.01K -4 -0.1%
MCC
1499
Money Concepts Capital
Florida
$2.09M +$2.09M +4,168 New
HCCM
1500
Hudson Canyon Capital Management
New York
$2.09M -$103K -206 -5%
58 59
60
61 62