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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 %
HCM
2176
Hodges Capital Management
Texas
$582K +$223K +444 +62%
AIM
2177
Alhambra Investment Management
Florida
$579K -$100K -200 -15%
ICP
2178
Interchange Capital Partners
Pennsylvania
$575K -$866K -1,726 -60%
TCM
2179
Telos Capital Management
California
$575K -$15.1K -30 -3%
TF
2180
Trek Financial
Arizona
$575K +$50.3K +100 +10%
VLKIM
2181
Van Lanschot Kempen Investment Management
Netherlands
$574K -$314K -625 -35%
BFIM
2182
Beese Fulmer Investment Management
Ohio
$573K +$108K +216 +23%
TW
2183
Towerpoint Wealth
California
$572K – – –
GCM
2184
G2 Capital Management
Ohio
$572K +$572K +1,140 New
LGA
2185
Lebenthal Global Advisors
New York
$569K -$27.6K -55 -5%
HFS
2186
Heritage Financial Services
Massachusetts
$569K +$569K +1,135 New
HCM
2187
Howland Capital Management
Massachusetts
$567K +$14.1K +28 +3%
PSP
2188
Principal Street Partners
Tennessee
$565K -$23.6K -47 -4%
FNBSF
2189
First National Bank Sioux Falls
South Dakota
$565K +$565K +1,125 New
BSB
2190
Bangor Savings Bank
Maine
$564K +$13.5K +27 +2%
DDPIC
2191
Deroy & Devereaux Private Investment Counsel
Michigan
$563K +$16.1K +32 +3%
WI
2192
Wedgewood Investors
Pennsylvania
$562K – – –
EPA
2193
Element Pointe Advisors
Florida
$560K – – –
DU
2194
Delphia (USA)
Ontario, Canada
$558K +$558K +1,112 New
AWM
2195
AllSquare Wealth Management
New York
$556K – – –
GSEP
2196
Golden State Equity Partners
California
$554K -$18.6K -37 -3%
PIMG
2197
Patriot Investment Management Group
Tennessee
$554K +$34.6K +69 +7%
GC
2198
Grace Capital
Massachusetts
$552K – – –
RZH
2199
Relyea Zuckerberg Hanson
Connecticut
$549K +$114K +248 +26%
PHAM
2200
Palisades Hudson Asset Management
Florida
$542K +$10.6K +21 +2%
86 87
88
89 90