UNH icon

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 %
MAM
2026
Marquette Asset Management
Minnesota
$765K -$7.03K -14 -0.9%
BBI
2027
Baxter Bros Inc
Connecticut
$764K +$29.1K +58 +4%
AAP
2028
Arax Advisory Partners
Colorado
$764K +$215K +429 +39%
CI
2029
CPR Investments
Michigan
$764K +$764K +1,521 New
CSPIA
2030
Cary Street Partners Investment Advisory
Virginia
$762K -$190K -379 -20%
TWM
2031
Titus Wealth Management
California
$758K – – –
CWS
2032
Cypress Wealth Services
California
$758K +$12.1K +24 +2%
TA
2033
Tectonic Advisors
Texas
$757K -$284K -566 -27%
FPGK
2034
Financial Partners Group (Kansas)
Kansas
$756K +$8.98K +19 +1%
CSB
2035
City State Bank
Iowa
$755K +$755K +1,503 New
SC
2036
Slow Capital
California
$754K +$754K +1,501 New
SWA
2037
SFMG Wealth Advisors
Texas
$753K +$10.5K +21 +1%
LWP
2038
Laurel Wealth Planning
Minnesota
$752K -$80.4K -160 -10%
FNBOSM
2039
First National Bank of South Miami
Florida
$751K +$126K +251 +20%
ICM
2040
Islay Capital Management
Texas
$750K +$6.02K +12 +0.8%
SB
2041
Strategic Blueprint
Georgia
$749K +$205K +408 +38%
C
2042
CEDRUS
Colorado
$749K +$749K +1,490 New
1SB
2043
1ST Source Bank
Indiana
$745K +$9.54K +19 +1%
MIM
2044
MTM Investment Management
South Carolina
$745K +$84.9K +169 +13%
PCG
2045
Prosperity Consulting Group
Maryland
$738K +$738K +1,538 New
SP
2046
Successful Portfolios
Florida
$733K +$2.01K +4 +0.3%
RWP
2047
RWA Wealth Partners
Massachusetts
$728K +$14.1K +28 +2%
WAM
2048
Walker Asset Management
Missouri
$724K +$724K +1,442 New
JC
2049
JB Capital
Connecticut
$723K +$6.03K +12 +0.8%
RWA
2050
RGT Wealth Advisors
Texas
$721K +$282K +561 +64%
80 81
82
83 84