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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 %
LWCFA
1601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.71M -$6.03K -12 -0.4%
FC
1602
FORA Capital
Florida
$1.71M +$1.71M +3,402 New
DMBA
1603
Deseret Mutual Benefit Administrators
Utah
$1.71M +$11K +22 +0.7%
FG
1604
Fiduciary Group
Georgia
$1.7M -$5.02K -10 -0.3%
IC
1605
Intersect Capital
California
$1.7M -$124K -246 -7%
DWM
1606
Defined Wealth Management
Oregon
$1.69M – – –
WE
1607
Wealth Effects
Massachusetts
$1.69M +$1.69M +3,371 New
BCAM
1608
Boston Common Asset Management
Massachusetts
$1.69M +$103K +205 +6%
HFG
1609
Heron Financial Group
New York
$1.69M -$23K -49 -1%
TA
1610
Tiedemann Advisors
New York
$1.68M -$502 -1 -0%
EFA
1611
Evernest Financial Advisors
Indiana
$1.68M +$1.68M +3,243 New
PAM
1612
Paradigm Asset Management
New York
$1.68M -$100K -200 -6%
SWM
1613
SeaCrest Wealth Management
New York
$1.68M +$31.6K +63 +2%
CFA
1614
Cahill Financial Advisors
Minnesota
$1.67M -$84.4K -168 -5%
NL
1615
NVWM LLC
Pennsylvania
$1.67M +$17.1K +34 +1%
CIAS
1616
Capital Investment Advisory Services
North Carolina
$1.67M +$2.01K +4 +0.1%
HIC
1617
Hartline Investment Corp
Illinois
$1.66M +$932K +1,857 +128%
CPR
1618
CSU Producer Resources
Ohio
$1.66M – – –
FFBTD
1619
First Financial Bank - Trust Division
Ohio
$1.65M -$71.8K -143 -4%
TWI
1620
Thomas White International
Illinois
$1.65M – – –
CFMC
1621
Curbstone Financial Management Corp
New Hampshire
$1.65M – – –
VRM
1622
Vectors Research Management
New York
$1.65M +$2.01K +4 +0.1%
HC
1623
HNP Capital
New York
$1.65M +$2.01K +4 +0.1%
MWM
1624
Marion Wealth Management
Pennsylvania
$1.65M +$1.65M +3,278 New
BW
1625
Bison Wealth
Georgia
$1.64M -$122K -244 -7%
63 64
65
66 67