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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 %
WA
1526
Waverly Advisors
Alabama
$1.97M +$65.5K +137 +3%
VHAM
1527
Van Hulzen Asset Management
California
$1.96M +$94.9K +189 +5%
RW
1528
Rede Wealth
Virginia
$1.96M +$1K +2 +0.1%
FFM
1529
Fullerton Fund Management
Singapore
$1.95M +$1.95M +3,892 New
NSIM
1530
North Star Investment Management
Illinois
$1.94M +$16.1K +32 +0.8%
GWANC
1531
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.94M +$1.94M +3,860 New
AA
1532
ALPS Advisors
Colorado
$1.93M -$150K -298 -7%
BHB
1533
Bank Hapoalim BM
Israel
$1.93M +$188K +375 +11%
QCM
1534
Quest Capital Management
Texas
$1.93M +$122K +242 +7%
IWM
1535
IHT Wealth Management
Illinois
$1.93M +$173K +345 +10%
BFG
1536
Beacon Financial Group
Texas
$1.92M -$409K -814 -18%
SC
1537
Sierra Capital
Florida
$1.92M +$62.3K +124 +3%
AMCA
1538
Arthur M. Cohen & Associates
Illinois
$1.91M -$392K -780 -17%
MIA
1539
MMBG Investment Advisors
Florida
$1.91M +$1.91M +3,810 New
BFO
1540
Boston Family Office
Massachusetts
$1.91M +$290K +577 +18%
AWA
1541
Arete Wealth Advisors
Illinois
$1.91M -$1K -2 -0.1%
FWA
1542
FOCUS Wealth Advisors
Texas
$1.9M +$62.3K +124 +3%
LC
1543
Lavaca Capital
Texas
$1.9M -$50.2K -100 -3%
KA
1544
Kozak & Associates
Colorado
$1.9M +$152K +309 +9%
CRWM
1545
Castle Rock Wealth Management
California
$1.89M +$19.8K +43 +1%
RCM
1546
RB Capital Management
Nevada
$1.86M +$125K +249 +7%
GFP
1547
Gryphon Financial Partners
Ohio
$1.86M -$283K -564 -13%
FP
1548
Financial Perspectives
Minnesota
$1.85M – – –
VIM
1549
Vista Investment Management
Pennsylvania
$1.85M -$59.8K -119 -3%
JAG
1550
Journey Advisory Group
Kentucky
$1.85M +$191K +381 +12%
60 61
62
63 64