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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 %
ACM
2076
Antonetti Capital Management
Florida
$694K +$4.02K +8 +0.6%
SIC
2077
Samalin Investment Counsel
New York
$694K +$9.04K +18 +1%
CWP
2078
CFM Wealth Partners
Texas
$691K +$10.1K +20 +1%
LIA
2079
LBMC Investment Advisors
Tennessee
$689K +$15.6K +31 +2%
IA
2080
Insight Advisors
Pennsylvania
$688K -$2.51K -5 -0.4%
NA
2081
Navellier & Associates
Nevada
$688K +$2.01K +4 +0.3%
IIA
2082
ICW Investment Advisors
Arizona
$688K +$42.7K +85 +7%
TAIM
2083
TD Ameritrade Investment Management
Nebraska
$688K +$292K +582 +74%
MA
2084
MONECO Advisors
Connecticut
$685K +$79.2K +162 +13%
CA
2085
Crumly & Associates
Illinois
$681K -$23.9K -49 -3%
KF
2086
Krilogy Financial
Missouri
$680K -$151K -300 -18%
ZIC
2087
ZWJ Investment Counsel
Georgia
$679K – – –
BA
2088
Birinyi Associates
Connecticut
$678K – – –
FAM
2089
Formidable Asset Management
Ohio
$676K -$499 -1 -0.1%
AIC
2090
Archer Investment Corporation
Indiana
$675K +$451K +898 +201%
BP
2091
BCK Partners
New York
$674K – – –
TWP
2092
Tower Wealth Partners
Pennsylvania
$672K -$12.1K -24 -2%
STA
2093
Summit Trail Advisors
New York
$670K +$139K +276 +26%
NIM
2094
Northeast Investment Management
Massachusetts
$669K – – –
TCM
2095
Teza Capital Management
Illinois
$668K -$4.15M -8,272 -86%
GAM
2096
Gould Asset Management
California
$667K +$173K +345 +35%
WP
2097
WealthPLAN Partners
Nebraska
$665K -$8.02K -17 -1%
ACA
2098
Anchor Capital Advisors
Massachusetts
$664K – – –
BWM
2099
BCS Wealth Management
Tennessee
$661K +$77.4K +154 +13%
SAM
2100
Synergy Asset Management
Washington
$660K -$7.36M -14,645 -92%
82 83
84
85 86