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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 %
KWM
2151
Kaydan Wealth Management
Michigan
$603K +$603K +1,201 New
SC
2152
Saturna Capital
Washington
$603K – – –
BWA
2153
Blodgett Wealth Advisors
California
$603K +$603K +1,200 New
PWM
2154
Penobscot Wealth Management
Maine
$601K – – –
AWAP
2155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$599K +$3.52K +7 +0.6%
CCFM
2156
Clear Creek Financial Management
Washington
$599K +$135K +268 +29%
MC
2157
Merlin Capital
Rhode Island
$599K +$599K +1,192 New
RCG
2158
Rock Creek Group
District of Columbia
$598K -$17.1K -34 -3%
WMA
2159
West Michigan Advisors
Michigan
$598K +$598K +1,190 New
DA
2160
Dillon & Associates
Michigan
$596K +$21.6K +43 +4%
PPWM
2161
Paragon Private Wealth Management
Kentucky
$596K +$596K +1,186 New
IA
2162
Inspire Advisors
Idaho
$594K +$3.01K +6 +0.5%
KCM
2163
Kanawha Capital Management
Virginia
$592K – – –
FM
2164
Family Management
New York
$592K +$18.6K +37 +3%
JI
2165
Jeereddi Investments
California
$590K -$46.7K -93 -7%
Members Trust
2166
Members Trust
Florida
$589K +$50.2K +100 +9%
CAL
2167
Capital Advisors Ltd
Ohio
$589K +$164K +327 +39%
CBA
2168
Coastal Bridge Advisors
Connecticut
$589K +$211K +470 +56%
SCFS
2169
S.C. Financial Services
Arizona
$589K +$589K +1,260 New
SFP
2170
Sandbox Financial Partners
Maryland
$587K +$63.3K +126 +12%
HC
2171
Hendley & Co
Ohio
$586K -$234K -466 -29%
CYG
2172
Clean Yield Group
Vermont
$584K -$63.3K -126 -10%
NP
2173
Ninepoint Partners
Ontario, Canada
$584K – – –
HCP
2174
Holt Capital Partners
Texas
$582K – – –
SAM
2175
Sompo Asset Management
Japan
$582K +$40.1K +80 +7%
85 86
87
88 89