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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 %
SFWC
2226
Strategic Family Wealth Counselors
New Jersey
$509K – – –
MSR
2227
Main Street Research
Connecticut
$508K +$135K +268 +36%
RCG
2228
Regatta Capital Group
California
$505K +$505K +1,005 New
WBG
2229
Wharton Business Group
Pennsylvania
$504K – – –
CFFP
2230
Center for Financial Planning
Michigan
$504K +$22.6K +45 +5%
SCM
2231
Stonebridge Capital Management
California
$502K – – –
QOP
2232
Quinn Opportunity Partners
Virginia
$502K – – –
I
2233
INVST
Indiana
$502K +$33.1K +72 +7%
TA
2234
Tamarack Advisers
California
$502K +$502K +1,000 New
SC
2235
Shay Capital
New York
$502K +$502K +1,000 New
BDF
2236
Black Diamond Financial
Maryland
$501K +$181K +361 +57%
LI
2237
Lafayette Investments
Maryland
$500K – – –
AFG
2238
Allegheny Financial Group
Pennsylvania
$500K +$503 +1 +0.1%
FH
2239
FWG Holdings
Florida
$499K -$3.99K -8 -0.8%
DCM
2240
Dimension Capital Management
Florida
$499K – – –
GIA
2241
Guyasuta Investment Advisors
Pennsylvania
$499K +$39.2K +78 +9%
HFP
2242
Holistic Financial Partners
Indiana
$498K -$7.04K -14 -1%
RWM
2243
Rockwood Wealth Management
Pennsylvania
$498K +$498K +991 New
HCM
2244
Hengehold Capital Management
Ohio
$497K -$7.03K -14 -1%
FCFS
2245
First Command Financial Services
Texas
$494K – – –
WA
2246
Waddell & Associates
Tennessee
$493K – – –
FFC
2247
First Financial Corp
Indiana
$492K -$8.54K -17 -2%
VC
2248
Veracity Capital
Georgia
$492K +$5.03K +10 +1%
FANJ
2249
Financial Architects (New Jersey)
New Jersey
$491K +$10.5K +21 +2%
FNBOH
2250
First National Bank of Hutchinson
Kansas
$491K +$13.6K +27 +3%
88 89
90
91 92