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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 %
PIM
1926
Profit Investment Management
Maryland
$953K – – –
DA
1927
Detalus Advisors
Missouri
$951K – – –
HHGA
1928
Halbert Hargrove Global Advisors
California
$945K +$13.1K +26 +1%
CAM
1929
Campion Asset Management
Virginia
$944K – – –
SDWMA
1930
Schneider Downs Wealth Management Advisors
Pennsylvania
$943K -$15.6K -31 -2%
MCWA
1931
Meadow Creek Wealth Advisors
Georgia
$943K +$943K +1,878 New
BCP
1932
Berkeley Capital Partners
Georgia
$942K -$27.1K -54 -3%
DTL
1933
Dynamic Technology Lab
Singapore
$941K -$3.91M -7,791 -81%
APG
1934
Abacus Planning Group
South Carolina
$941K +$193K +384 +26%
TCB
1935
Texas Capital Bancshares
Texas
$940K – – –
PCM
1936
Parsons Capital Management
Rhode Island
$936K +$53.8K +107 +6%
GA
1937
Geller Advisors
New York
$933K +$3.01K +6 +0.3%
PCM
1938
Pointe Capital Management
Michigan
$932K – – –
DLHL
1939
Donald L. Hagan LLC
Florida
$931K +$11K +22 +1%
KCM
1940
KRS Capital Management
Michigan
$930K +$930K +1,853 New
JF
1941
JSF Financial
California
$924K -$35.1K -70 -4%
LGF
1942
LGT Group Foundation
Liechtenstein
$924K +$924K +1,840 New
TI
1943
Trexquant Investment
Connecticut
$922K -$16M -31,844 -95%
CA
1944
CoreCap Advisors
Michigan
$917K +$917K +1,826 New
NB
1945
Northwest Bancshares
Pennsylvania
$915K – – –
SCI
1946
S&CO Inc
Massachusetts
$914K +$914K +1,822 New
COF
1947
Capital One Financial
Virginia
$910K -$1.51K -3 -0.2%
XWM
1948
Xcel Wealth Management
Florida
$910K +$3.01K +6 +0.3%
F
1949
F3Logic
Minnesota
$908K -$39.6K -78 -4%
WAAG
1950
Wealth Alliance Advisory Group
Kansas
$905K +$178K +354 +24%
76 77
78
79 80