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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 %
SSWG
2001
Seven Springs Wealth Group
Tennessee
$824K -$454K -904 -36%
FCMC
2002
Founders Capital Management (Connecticut)
Connecticut
$824K -$16.1K -32 -2%
5L
2003
55I LLC
Massachusetts
$820K -$1.27M -2,524 -61%
OPWM
2004
Oxinas Partners Wealth Management
Indiana
$820K +$502 +1 +0.1%
VWA
2005
Visionary Wealth Advisors
Illinois
$820K +$183K +365 +29%
ODFS
2006
O'Donnell Financial Services
California
$817K – – –
PPP
2007
Private Portfolio Partners
New Jersey
$812K +$49.7K +99 +7%
MP
2008
McDonald Partners
Ohio
$804K -$1.82M -3,615 -69%
ACM
2009
Absolute Capital Management
Pennsylvania
$804K +$804K +1,602 New
VWM
2010
Vigilare Wealth Management
Arizona
$802K +$365K +727 +84%
TCM
2011
Traynor Capital Management
Pennsylvania
$800K -$118K -235 -13%
B
2012
Brightworth
Georgia
$799K +$53.2K +106 +7%
FOA
2013
Five Oceans Advisors
California
$798K +$9.03K +18 +1%
SEIA
2014
Signature Estate & Investment Advisors
California
$797K -$17.1K -34 -2%
ICG
2015
InterOcean Capital Group
Tennessee
$792K +$37.6K +75 +5%
SFG
2016
Sunburst Financial Group
Alabama
$790K +$126K +251 +19%
DWM
2017
Darwin Wealth Management
Florida
$789K -$15.3K -33 -2%
WA
2018
WealthTrust Axiom
Pennsylvania
$788K – – –
TYCC
2019
Texas Yale Capital Corp
Florida
$782K +$25.1K +50 +3%
SSCA
2020
South Shore Capital Advisors
Massachusetts
$781K – – –
PP
2021
PrairieView Partners
Minnesota
$774K +$116K +231 +18%
CPC
2022
Consolidated Planning Corp
Georgia
$773K – – –
LCM
2023
Lewis Capital Management
California
$773K +$773K +1,540 New
CWP
2024
Concord Wealth Partners
Virginia
$769K +$483K +961 +169%
EWA
2025
EverSource Wealth Advisors
Alabama
$766K +$766K +1,525 New
79 80
81
82 83