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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 %
UCI
1801
Uncommon Cents Investing
Wisconsin
$1.21M – – –
AWM
1802
Aevitas Wealth Management
Massachusetts
$1.21M -$78.9K -157 -6%
RHBC
1803
R.H. Bluestein & Co
Michigan
$1.2M -$77.9K -155 -6%
PWM
1804
PBMares Wealth Management
Virginia
$1.2M – – –
6F
1805
626 Financial
Michigan
$1.2M +$1.2M +2,384 New
CWM
1806
Cornerstone Wealth Management
Missouri
$1.2M +$511K +996 +75%
SOAMC
1807
Spirit of America Management Corp
New York
$1.19M – – –
OCM
1808
One Capital Management
California
$1.19M +$279K +556 +31%
CCC
1809
Crescent Capital Consulting
Louisiana
$1.19M -$50.3K -100 -4%
WAM
1810
Weinberger Asset Management
California
$1.19M +$1.19M +2,365 New
FPAS
1811
Focus Partners Advisor Solutions
Missouri
$1.18M +$1.18M +2,351 New
KWM
1812
Kolinsky Wealth Management
New Jersey
$1.18M +$1.18M +2,354 New
BWP
1813
Baldwin Wealth Partners
Massachusetts
$1.18M +$16.6K +33 +1%
VBFP
1814
Valtinson Bruner Financial Planning
Minnesota
$1.18M +$21.6K +43 +2%
TCWM
1815
Total Clarity Wealth Management
Illinois
$1.18M – – –
EFM
1816
E Fund Management
China
$1.17M -$26.6K -53 -2%
GTAM
1817
Global Trust Asset Management
Florida
$1.17M +$367K +731 +46%
SFA
1818
Semmax Financial Advisors
North Carolina
$1.17M -$379K -755 -25%
VWM
1819
Valley Wealth Managers
New Jersey
$1.16M -$10K -20 -0.9%
QC
1820
Quent Capital
New York
$1.16M +$1.16M +2,315 New
XF
1821
XML Financial
Maryland
$1.16M -$37.1K -74 -3%
CL
1822
Choreo LLC
Illinois
$1.16M +$95.5K +190 +9%
CFCI
1823
Comprehensive Financial Consultants Institutional
Indiana
$1.15M +$1.15M +2,427 New
AFM
1824
Andesa Financial Management
Pennsylvania
$1.15M +$60.3K +120 +6%
PCM
1825
Perritt Capital Management
Illinois
$1.15M – – –
71 72
73
74 75