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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 %
BAS
1951
Brown Advisory Securities
Maryland
$903K -$1.7M -3,371 -65%
RIG
1952
Renaissance Investment Group
Massachusetts
$901K +$52.2K +104 +6%
JWM
1953
Jeppson Wealth Management
California
$900K – – –
BCM
1954
Brown Capital Management
Maryland
$900K +$4.54K +9 +0.5%
AWA
1955
Aaron Wealth Advisors
Illinois
$900K +$121K +242 +16%
EA
1956
Eudaimonia Advisors
Tennessee
$900K +$900K +1,792 New
AA
1957
Argent Advisors
Louisiana
$895K -$29.1K -58 -3%
KFGK
1958
Keystone Financial Group (Kentucky)
Kentucky
$895K -$5.02K -10 -0.6%
BA
1959
Ballast Advisors
Minnesota
$893K -$3.01K -6 -0.3%
DBT
1960
Dubuque Bank & Trust
Iowa
$891K -$275K -547 -24%
MTIC
1961
Missouri Trust & Investment Company
Missouri
$883K +$883K +1,759 New
CP
1962
Camelot Portfolios
Ohio
$881K +$208K +414 +31%
LJAC
1963
L.J. Altfest & Co
New York
$880K -$278K -554 -24%
SIC
1964
Sterling Investment Counsel
New York
$873K +$873K +1,739 New
HBCM
1965
Heron Bay Capital Management
Michigan
$872K – – –
ANB
1966
Amarillo National Bank
Texas
$869K +$3.52K +7 +0.4%
PP
1967
Patron Partners
Texas
$867K +$75.9K +151 +10%
IBOK
1968
Independence Bank of Kentucky
Kentucky
$864K -$52.7K -105 -6%
MCA
1969
Magnolia Capital Advisors
Mississippi
$863K +$87.9K +175 +11%
OFS
1970
Oldfather Financial Services
Nebraska
$861K +$13.4K +28 +2%
CF
1971
Centaurus Financial
California
$861K +$57.3K +114 +7%
SWG
1972
Summit Wealth Group
Vermont
$858K -$73.8K -147 -8%
MWC
1973
MBM Wealth Consultants
Missouri
$857K +$4.52K +9 +0.5%
VWMG
1974
Virginia Wealth Management Group
Virginia
$856K +$856K +1,704 New
CGFA
1975
Colton Groome Financial Advisors
North Carolina
$855K +$29.1K +58 +4%
77 78
79
80 81