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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 %
GM
2201
GeoWealth Management
Illinois
$541K +$4.52K +9 +0.8%
GWAM
2202
Guardian Wealth Advisors (Minnesota)
Minnesota
$540K +$11.1K +22 +2%
AFG
2203
Alterity Financial Group
Maine
$540K +$540K +1,076 New
BAM
2204
Byrne Asset Management
New Jersey
$535K +$535K +1,065 New
NJBEST
2205
New Jersey Better Educational Savings Trust
New Jersey
$534K – – –
CRCM
2206
Corbett Road Capital Management
Virginia
$527K -$56.2K -112 -10%
RGF
2207
Retirement Guys Formula
Ohio
$525K +$525K +1,046 New
SCA
2208
STALEY CAPITAL ADVISERS
Pennsylvania
$524K +$40.2K +80 +8%
TWMP
2209
Taylor Wealth Management Partners
Massachusetts
$524K +$123K +245 +31%
WC
2210
Woodstock Corp
Massachusetts
$523K -$1.51K -3 -0.3%
KC
2211
Kingfisher Capital
North Carolina
$523K +$1.51K +3 +0.3%
KC
2212
Kenfarb & Co
Kentucky
$523K +$523K +1,042 New
KOC
2213
Koss-Olinger Consulting
Florida
$522K -$76.3K -152 -13%
FC
2214
Financial Consulate
Maryland
$522K -$1.01K -2 -0.2%
FAT
2215
First American Trust
California
$522K +$2.51K +5 +0.5%
SIMM
2216
Stillwater Investment Management (Minnesota)
Minnesota
$521K +$1K +2 +0.2%
D
2217
Dentgroup
Louisiana
$520K +$520K +1,035 New
OPA
2218
Old Port Advisors
Maine
$518K -$11.7K -25 -2%
Jacobs Levy Equity Management
2219
Jacobs Levy Equity Management
New Jersey
$518K +$518K +1,032 New
BFC
2220
Bedel Financial Consulting
Indiana
$516K +$13.1K +26 +3%
NPT
2221
Nixon Peabody Trust
Massachusetts
$516K +$516K +1,027 New
SAMC
2222
Spectrum Asset Management (California)
California
$514K – – –
FA
2223
Fagan Associates
New York
$513K – – –
PFA
2224
Pathway Financial Advisors
Vermont
$513K +$513K +1,086 New
GCM
2225
Gables Capital Management
Florida
$512K – – –
87 88
89
90 91