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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 %
MFW
2101
Mosaic Family Wealth
Missouri
$660K +$165K +329 +33%
WCP
2102
Wick Capital Partners
Pennsylvania
$659K +$659K +1,313 New
CPWA
2103
Cerro Pacific Wealth Advisors
California
$655K +$11.6K +23 +2%
GG
2104
Greenwood Gearhart
Arkansas
$654K +$654K +1,303 New
FIM
2105
Fernwood Investment Management
Massachusetts
$653K – – –
ACM
2106
Armbruster Capital Management
New York
$653K – – –
WPA
2107
West Paces Advisors
Georgia
$652K +$9.04K +18 +1%
WA
2108
Winfield Associates
Ohio
$652K -$4.02K -8 -0.6%
CFO
2109
CVA Family Office
Colorado
$651K +$546K +1,086 +517%
PBO
2110
Peoples Bank (Ohio)
Ohio
$650K -$12.6K -25 -2%
IHWM
2111
Iron Horse Wealth Management
Iowa
$650K – – –
V
2112
VeraBank
Texas
$650K +$115K +229 +22%
WT
2113
Washington Trust
Rhode Island
$649K -$286K -569 -31%
CWM
2114
Cabot Wealth Management
Massachusetts
$649K +$10K +20 +2%
EFG
2115
Everhart Financial Group
Ohio
$648K +$32.6K +65 +5%
MI
2116
Markston International
New York
$647K – – –
OHWP
2117
Oak Harbor Wealth Partners
North Carolina
$647K +$647K +1,288 New
PCIA
2118
Prime Capital Investment Advisors
Kansas
$646K -$3.33M -6,635 -84%
AIP
2119
Ahrens Investment Partners
Louisiana
$646K +$646K +1,287 New
UF
2120
Univest Financial
Pennsylvania
$645K +$9.54K +19 +2%
EVC
2121
Eidelman Virant Capital
Missouri
$644K – – –
FCCM
2122
First City Capital Management
Georgia
$643K -$72.5K -150 -10%
MFG
2123
Merit Financial Group
Georgia
$643K -$59.8K -119 -9%
GCP
2124
GSA Capital Partners
United Kingdom
$642K +$642K +1,279 New
WCM
2125
WealthBridge Capital Management
Ohio
$641K +$1K +2 +0.2%
83 84
85
86 87