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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 %
GPA
1651
Garrison Point Advisors
California
$1.57M +$2.51K +5 +0.2%
MFC
1652
Mechanics Financial Corp
Ohio
$1.57M +$1.57M +3,118 New
CAAS
1653
Capital Asset Advisory Services
Michigan
$1.56M -$46.2K -92 -3%
DFA
1654
Delta Financial Advisors
Louisiana
$1.56M -$29.6K -59 -2%
EFSCE
1655
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M +$7.03K +14 +0.5%
THWM
1656
Taylor Hoffman Wealth Management
Virginia
$1.56M – – –
CP
1657
Covenant Partners
Tennessee
$1.56M – – –
GC
1658
Globeflex Capital
California
$1.55M -$63.8K -127 -4%
PTP
1659
Platform Technology Partners
New York
$1.55M +$24.1K +48 +2%
EF
1660
Empowered Funds
Pennsylvania
$1.55M +$880K +1,754 +132%
GWCM
1661
Godshalk Welsh Capital Management
Pennsylvania
$1.55M – – –
CWS
1662
Confluence Wealth Services
Pennsylvania
$1.55M +$1.55M +3,077 New
FNWM
1663
Financial Network Wealth Management
Utah
$1.54M -$51.7K -103 -3%
CFS
1664
CRA Financial Services
New Jersey
$1.54M +$24.1K +48 +2%
RIL
1665
Rothschild Investment LLC
Illinois
$1.54M -$25.1K -50 -2%
SRSA
1666
S.R. Schill & Associates
Washington
$1.54M – – –
SC
1667
SRB Corp
Massachusetts
$1.53M -$478K -952 -24%
DSA
1668
Droms Strauss Advisors
Missouri
$1.53M +$800K +1,594 +110%
HCM
1669
HMS Capital Management
Tennessee
$1.53M -$33.6K -67 -2%
CWC
1670
Carolinas Wealth Consulting
North Carolina
$1.52M -$9.54K -19 -0.6%
TRIA
1671
Trail Ridge Investment Advisors
Colorado
$1.52M +$1.52M +3,023 New
LCM
1672
LVM Capital Management
Michigan
$1.52M -$15.1K -30 -1%
WA
1673
Wambolt & Associates
Colorado
$1.51M +$194K +387 +15%
HGERS
1674
Householder Group Estate & Retirement Specialist
Arizona
$1.51M +$1.51M +3,007 New
IFWM
1675
Institute for Wealth Management
Colorado
$1.51M +$5.02K +10 +0.3%
65 66
67
68 69