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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 %
CWM
1726
Cahaba Wealth Management
Georgia
$1.38M +$24.6K +49 +2%
CAN
1727
Claraphi Advisory Network
United States
$1.37M -$180K -359 -12%
PWMG
1728
Prestige Wealth Management Group
New Jersey
$1.37M +$39.7K +79 +3%
CC
1729
Commons Capital
Massachusetts
$1.37M +$1.37M +2,725 New
ICM
1730
IMS Capital Management
Oregon
$1.37M +$11.5K +23 +0.9%
TC
1731
Titleist Capital
Texas
$1.37M +$1.37M +2,720 New
CL
1732
CPWM LLC
Washington
$1.37M +$1.37M +3,493 New
SIM
1733
Sterling Investment Management
Arizona
$1.36M -$8.03K -16 -0.6%
BWM
1734
BCGM Wealth Management
Indiana
$1.36M +$164K +327 +14%
CA
1735
Cornerstone Advisory
Maryland
$1.36M +$24.1K +48 +2%
CFA
1736
Carroll Financial Associates
North Carolina
$1.36M -$37.5K -75 -3%
SAM
1737
Simplify Asset Management
Nevada
$1.36M +$1.36M +2,705 New
BHIC
1738
Bassett Hargrove Investment Counsel
Delaware
$1.35M +$5.02K +10 +0.4%
NHC
1739
Nicholas Hoffman & Company
Georgia
$1.35M +$96.4K +192 +8%
EWM
1740
Endurance Wealth Management
Rhode Island
$1.35M – – –
PCM
1741
Pennsylvania Capital Management
Pennsylvania
$1.34M – – –
LC
1742
Lindbrook Capital
California
$1.34M +$581K +1,157 +77%
PMG
1743
ProVise Management Group
Florida
$1.33M -$3.01K -6 -0.2%
KOCAA
1744
Knights of Columbus Asset Advisors
Connecticut
$1.33M +$11.6K +23 +0.9%
CWM
1745
Chesapeake Wealth Management
Virginia
$1.33M -$54.7K -109 -4%
PFA
1746
Paradigm Financial Advisors
Missouri
$1.33M – – –
CAGAS
1747
Capital Advisory Group Advisory Services
Minnesota
$1.33M +$21.1K +42 +2%
BFS
1748
Bard Financial Services
Connecticut
$1.32M – – –
SAM
1749
Seelaus Asset Management
New Jersey
$1.32M – – –
IA
1750
IAM Advisory
Pennsylvania
$1.32M +$51.6K +111 +4%
68 69
70
71 72