UNH icon

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 %
ST
1876
Sentinel Trust
Texas
$1.05M +$1.05M +2,100 New
SIAG
1877
Safeguard Investment Advisory Group
California
$1.05M -$37.6K -75 -3%
KCM
1878
Kathmere Capital Management
Pennsylvania
$1.05M -$108K -216 -9%
SFP
1879
Sweet Financial Partners
Minnesota
$1.05M +$1.05M +2,087 New
CFO
1880
Collective Family Office
Pennsylvania
$1.05M +$9.04K +18 +0.9%
PMA
1881
Prudent Man Advisors
Illinois
$1.04M -$22.6K -45 -2%
PFGIA
1882
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M -$226K -450 -18%
CA
1883
Centerpoint Advisors
Massachusetts
$1.04M -$56.2K -112 -5%
NF
1884
NTB Financial
Colorado
$1.03M +$1.03M +2,053 New
AB
1885
Atlas Brown
Kentucky
$1.03M – – –
EC
1886
Enhancing Capital
Pennsylvania
$1.03M +$1.03M +2,050 New
WPC
1887
Wedmont Private Capital
Pennsylvania
$1.03M +$1.03M +2,196 New
CMS
1888
Capital Market Strategies
Florida
$1.02M +$1.02M +2,036 New
BA
1889
Bluesphere Advisors
Pennsylvania
$1.02M – – –
FPWM
1890
FSB Premier Wealth Management
Iowa
$1.02M +$112K +224 +12%
DI
1891
DAGCO Inc
Ohio
$1.01M +$502 +1 +0%
TA
1892
TCM Advisors
West Virginia
$1.01M +$1.01M +2,016 New
AMM
1893
American Money Management
California
$1.01M +$62.3K +124 +7%
Wealth Enhancement Advisory Services
1894
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$94.2K +201 +10%
CPA
1895
Cardiff Park Advisors
California
$1.01M +$1.01M +2,004 New
FP
1896
Fiduciary Planning
Florida
$1.01M -$30.1K -60 -3%
FI
1897
Fosun International
China
$1.01M +$529K +1,050 +111%
SB
1898
Sunflower Bank
Texas
$1M -$14.6K -29 -1%
EP
1899
EPIQ Partners
Minnesota
$1M – – –
SSWM
1900
Smith Salley Wealth Management
North Carolina
$1M -$23.1K -46 -2%
74 75
76
77 78