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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 %
LA
1826
LVW Advisors
New York
$1.15M +$170K +338 +17%
AWA
1827
Amplius Wealth Advisors
Pennsylvania
$1.15M +$1.15M +2,281 New
HCM
1828
Hollencrest Capital Management
California
$1.14M – – –
WC
1829
Westhampton Capital
North Carolina
$1.14M +$5.02K +10 +0.4%
TLP
1830
Trinity Legacy Partners
Texas
$1.14M +$88.4K +176 +8%
AT
1831
Arvest Trust
Oklahoma
$1.14M +$1.14M +2,272 New
IP
1832
Intellectus Partners
California
$1.14M -$32.1K -64 -3%
SIM
1833
SSI Investment Management
California
$1.14M -$2.52K -5 -0.2%
IIC
1834
Ironwood Investment Counsel
Arizona
$1.13M +$75.3K +150 +7%
SWP
1835
Summit Wealth Partners
Florida
$1.13M – – –
IP
1836
Investment Partners
Ohio
$1.13M +$64.8K +129 +6%
CBN
1837
Cadence Bank NA
Texas
$1.13M -$105K -209 -8%
SFWA
1838
Summit Financial Wealth Advisors
Louisiana
$1.13M -$231K -470 -17%
FCM
1839
Fortis Capital Management
Washington
$1.13M +$65.3K +130 +6%
QPW
1840
Quantum Private Wealth
Florida
$1.13M +$1.13M +2,243 New
LIA
1841
LS Investment Advisors
Michigan
$1.12M – – –
KFI
1842
Key Financial Inc
Pennsylvania
$1.12M – – –
FAN
1843
Financial Advisors Network
California
$1.12M – – –
AFP
1844
Ausdal Financial Partners
Iowa
$1.11M -$55.2K -110 -5%
MBT
1845
Montecito Bank & Trust
California
$1.11M +$108K +215 +11%
JSW
1846
Journey Strategic Wealth
New Jersey
$1.11M +$1.11M +2,212 New
PFA
1847
Pure Financial Advisors
California
$1.11M +$76.3K +152 +7%
AC
1848
ASB Consultores
Florida
$1.11M +$1.11M +2,207 New
DWM
1849
Destination Wealth Management
California
$1.11M +$1.11M +2,204 New
AAIM
1850
Asset Advisors Investment Management
Georgia
$1.11M – – –
72 73
74
75 76