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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 %
GCMG
1751
Gyroscope Capital Management Group
Florida
$1.32M -$616K -1,227 -32%
LA
1752
Latitude Advisors
Florida
$1.32M -$13.6K -27 -1%
RWA
1753
Ropes Wealth Advisors
Massachusetts
$1.32M +$131K +260 +11%
SHGA
1754
Sand Hill Global Advisors
California
$1.31M +$56.3K +112 +4%
IAS
1755
Investment Advisory Services
Texas
$1.31M +$38.2K +76 +3%
PNC
1756
Park National Corp
Ohio
$1.31M +$118K +235 +10%
PWM
1757
Paulson Wealth Management
Illinois
$1.31M -$110K -219 -8%
FC
1758
Ferris Capital
Massachusetts
$1.31M – – –
FPA
1759
First Pacific Advisors
California
$1.3M -$748K -1,490 -36%
CIP
1760
Convergence Investment Partners
Florida
$1.3M -$45.7K -91 -3%
TAM
1761
Townsend Asset Management
North Carolina
$1.3M -$502 -1 -0%
LSPW
1762
Lake Street Private Wealth
Illinois
$1.3M +$635K +1,264 +95%
EI
1763
Ellevest Inc
New York
$1.3M +$80.9K +161 +7%
ACA
1764
Atlas Capital Advisors
Wyoming
$1.29M -$44.2K -88 -3%
ARC
1765
Advisor Resource Council
Texas
$1.29M +$1.01M +2,018 +364%
FMWA
1766
Forvis Mazars Wealth Advisors
Missouri
$1.28M -$67.8K -135 -5%
KPWG
1767
KFA Private Wealth Group
Virginia
$1.28M -$40.7K -81 -3%
ATC
1768
Adirondack Trust Company
New York
$1.28M +$9.04K +18 +0.7%
LG
1769
LaFleur & Godfrey
Michigan
$1.28M – – –
CWMU
1770
Caliber Wealth Management (Utah)
Utah
$1.28M +$1.28M +2,726 New
PFA
1771
Professional Financial Advisors
Nebraska
$1.27M -$2.01K -4 -0.2%
RWM
1772
RKL Wealth Management
Pennsylvania
$1.27M -$139K -277 -10%
KFP
1773
KB Financial Partners
New Jersey
$1.27M +$5.52K +11 +0.4%
SOW
1774
State of Wyoming
Wyoming
$1.26M -$316K -629 -20%
TFP
1775
Tilia Fiduciary Partners
North Carolina
$1.25M +$1.25M +2,496 New
69 70
71
72 73