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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 %
FC
1976
Forte Capital
New York
$855K +$596K +1,186 +230%
EHC
1977
Everett Harris & Co
California
$852K +$75.3K +150 +10%
NB
1978
Nicolet Bankshares
Wisconsin
$851K +$22.1K +44 +3%
CC
1979
Codex Capital
New York
$850K – – –
TWA
1980
TCI Wealth Advisors
Arizona
$849K +$60.8K +121 +8%
AMG
1981
Asset Management Group
Connecticut
$848K -$57.2K -114 -6%
SICM
1982
Sustainable Insight Capital Management
New York
$844K -$159K -317 -16%
TFCP
1983
Twin Focus Capital Partners
Massachusetts
$843K +$312K +622 +59%
SIA
1984
Soltis Investment Advisors
Utah
$841K +$8.03K +16 +1%
CPIG
1985
Chicago Partners Investment Group
Illinois
$841K +$60.2K +127 +8%
HCA
1986
Heck Capital Advisors
Wisconsin
$841K -$60.3K -120 -7%
TPWA
1987
TRUE Private Wealth Advisors
Oregon
$840K +$60.2K +120 +8%
FP
1988
Foundry Partners
Minnesota
$839K -$7.54K -15 -0.9%
LAS
1989
LWM Advisory Services
Florida
$839K +$839K +1,671 New
CA
1990
Calton & Associates
Florida
$838K -$249K -496 -23%
CB
1991
CNB Bank
Pennsylvania
$838K -$33.1K -66 -4%
HCP
1992
Hexagon Capital Partners
Arkansas
$836K -$13.1K -26 -2%
MAM
1993
Marotta Asset Management
Virginia
$836K +$107K +213 +15%
SFA
1994
Source Financial Advisors
New York
$835K -$88.4K -176 -10%
SI
1995
Scharf Investments
California
$834K +$834K +1,661 New
HJMC
1996
Hellman Jordan Management Company
Massachusetts
$832K -$195K -389 -19%
IIC
1997
Integrated Investment Consultants
Michigan
$831K +$15.1K +30 +2%
JCM
1998
Jacobi Capital Management
Pennsylvania
$831K +$121K +241 +17%
TNB
1999
Thomasville National Bank
Georgia
$826K -$100K -200 -11%
VF
2000
Virtu Financial
New York
$826K +$826K +1,645 New
78 79
80
81 82