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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 %
RP
1901
Riverwater Partners
Wisconsin
$1M +$1M +1,993 New
AIS
1902
AM Investment Strategies
Tennessee
$1M +$7.03K +14 +0.7%
WAP
1903
Wealthcare Advisory Partners
Pennsylvania
$997K +$162K +323 +19%
GWS
1904
Glassman Wealth Services
Virginia
$992K +$82.9K +165 +9%
KWA
1905
Kellett Wealth Advisors
Ohio
$989K +$989K +1,970 New
BBNB
1906
Baker Boyer National Bank
Washington
$986K +$986K +1,964 New
SKK
1907
Shepherd Kaplan Krochuk
Massachusetts
$984K +$171K +341 +21%
FPCP
1908
Fort Point Capital Partners
California
$983K -$20.6K -41 -2%
FFWA
1909
FRG Family Wealth Advisors
Washington
$981K -$127K -252 -11%
MPCL
1910
My Personal CFO LLC
Washington
$978K +$978K +1,947 New
WMP
1911
Wealth Management Partners
Arizona
$977K +$40.5K +83 +4%
FPF
1912
First Pacific Financial
Washington
$973K +$41.7K +83 +4%
KFA
1913
Kelleher Financial Advisors
New York
$972K -$459K -914 -32%
BAG
1914
Briggs Advisory Group
Rhode Island
$971K +$971K +1,934 New
FAFN
1915
First Affirmative Financial Network
Colorado
$970K +$60.8K +121 +7%
BWP
1916
BSW Wealth Partners
Colorado
$968K +$61.3K +122 +7%
GLLW
1917
Graves Light Lenhart Wealth
Virginia
$965K +$16.6K +33 +2%
LA
1918
Lifeworks Advisors
Michigan
$963K +$963K +1,917 New
LIG
1919
Lokken Investment Group
Delaware
$962K -$17.6K -35 -2%
PCI
1920
Planning Center Inc
Illinois
$959K +$959K +1,999 New
CNB
1921
Camden National Bank
Maine
$958K +$2.01K +4 +0.2%
SAM
1922
Secure Asset Management
Michigan
$954K -$14.6K -29 -2%
DAM
1923
Deltec Asset Management
New York
$954K – – –
SRC
1924
Sage Rhino Capital
California
$953K -$97.5K -194 -9%
MAM
1925
McLean Asset Management
Virginia
$953K -$84.4K -178 -8%
75 76
77
78 79