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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 %
CBFP
1701
Cedar Brook Financial Partners
Ohio
$1.44M +$57.2K +114 +4%
ZIG
1702
Zullo Investment Group
Pennsylvania
$1.43M +$1.43M +2,855 New
PAMG
1703
Patton Albertson Miller Group
Tennessee
$1.43M +$74.8K +149 +6%
TCM
1704
Tandem Capital Management
New Jersey
$1.43M +$18.1K +36 +1%
EWM
1705
Evermay Wealth Management
Virginia
$1.43M -$90.4K -180 -6%
MAC
1706
Mason & Associates (California)
California
$1.43M +$1.43M +2,841 New
KIC
1707
Kensington Investment Counsel
California
$1.42M +$1.42M +2,833 New
AWE
1708
Avidian Wealth Enterprises
Texas
$1.42M +$492K +979 +53%
MA
1709
MJP Associates
Connecticut
$1.41M -$190K -379 -12%
HBT
1710
Heartland Bank & Trust
Illinois
$1.41M -$1.97M -3,929 -58%
HA
1711
Herold Advisors
New York
$1.41M – – –
FG
1712
Foster Group
Iowa
$1.41M +$168K +335 +14%
CL
1713
CIM LLC
New York
$1.4M -$77.2K -169 -5%
VCM
1714
Vivaldi Capital Management
Illinois
$1.4M +$204K +406 +17%
PAM
1715
Peak Asset Management
Colorado
$1.4M -$32.1K -64 -2%
BIP
1716
Blueprint Investment Partners
North Carolina
$1.39M +$603K +1,200 +76%
ACM
1717
Allred Capital Management
Texas
$1.39M -$56.7K -113 -4%
PMFA
1718
Plante Moran Financial Advisors
Michigan
$1.39M +$125K +248 +10%
GF
1719
Gries Financial
Ohio
$1.38M -$1.18M -2,352 -46%
SJIM
1720
St. Johns Investment Management
Florida
$1.38M -$45.2K -90 -3%
OWA
1721
Opal Wealth Advisors
New York
$1.38M +$176K +351 +15%
FFA
1722
Founders Financial Alliance
North Carolina
$1.38M +$1.03M +2,051 +293%
RIA
1723
Regal Investment Advisors
Michigan
$1.38M +$91.4K +182 +7%
WH
1724
Willner & Heller
California
$1.38M +$1.38M +3,527 New
CF
1725
Copperwynd Financial
Arizona
$1.38M +$70.8K +141 +5%
67 68
69
70 71