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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 %
DIP
2051
DT Investment Partners
Pennsylvania
$718K -$1.82M -3,630 -72%
BC
2052
Bowman & Company
Wisconsin
$718K +$718K +1,419 New
BHBT
2053
Burke & Herbert Bank & Trust
Virginia
$717K -$12.1K -24 -2%
UL
2054
Unionview LLC
Washington
$714K +$714K +1,422 New
C
2055
Certuity
Florida
$712K -$396K -789 -36%
IAMOG
2056
Investors Asset Management of Georgia
Georgia
$711K – – –
SFO
2057
Standard Family Office
South Dakota
$711K +$435K +865 +157%
UCB
2058
United Community Bank
South Carolina
$710K +$710K +1,414 New
LWA
2059
Lenox Wealth Advisors
New York
$708K -$49.7K -99 -7%
BMC
2060
Benin Management Corp
Connecticut
$708K – – –
CIC
2061
Crawford Investment Counsel
Georgia
$706K -$152K -303 -18%
RMCM
2062
Reynders McVeigh Capital Management
Massachusetts
$706K +$502 +1 +0.1%
DWM
2063
Drive Wealth Management
Utah
$706K +$706K +1,406 New
DCM
2064
DGS Capital Management
New Jersey
$705K +$705K +1,404 New
SFG
2065
Sather Financial Group
Texas
$703K – – –
RFO
2066
RiverGlades Family Offices
Florida
$703K – – –
EBA
2067
Eagle Bay Advisors
New York
$702K +$106K +211 +18%
FAG
2068
Fortitude Advisory Group
Washington
$702K +$702K +1,397 New
WWM
2069
Wolff Wiese Magana
California
$698K -$72.3K -144 -9%
SMH
2070
Sanders Morris Harris
Texas
$698K – – –
AMC
2071
Asset Management Corp
Illinois
$697K -$33.7K -67 -5%
SFG
2072
Sovereign Financial Group
Connecticut
$697K +$77.8K +155 +13%
AIM
2073
Aspen Investment Management
Michigan
$697K +$176K +350 +34%
MCM
2074
MV Capital Management
Maryland
$696K +$17.6K +35 +3%
H
2075
HoyleCohen
California
$696K +$94.8K +189 +16%
81 82
83
84 85