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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 %
GKWIM
2251
Gerber Kawasaki Wealth & Investment Management
California
$490K -$92.4K -184 -16%
MWM
2252
Mascoma Wealth Management
New Hampshire
$490K +$54.8K +109 +13%
MCM
2253
McRae Capital Management
New Jersey
$490K +$62.8K +125 +15%
KFC
2254
Klingenstein Fields & Co
New York
$488K -$41.2K -82 -8%
FSC
2255
Full Sail Capital
Oklahoma
$487K -$103M -225,944 -100%
FUBT
2256
First United Bank & Trust
Maryland
$487K – – –
SWA
2257
SOA Wealth Advisors
New York
$485K +$1.01K +2 +0.2%
TWM
2258
Thrive Wealth Management
Pennsylvania
$485K +$485K +965 New
SFG
2259
Steward Financial Group
Texas
$484K +$484K +964 New
VAM
2260
Vienna Asset Management
California
$484K +$484K +964 New
HWM
2261
HFR Wealth Management
New York
$482K – – –
GLA
2262
Good Life Advisors
Pennsylvania
$482K +$14.6K +29 +3%
AP
2263
Adero Partners
California
$481K -$97.9K -195 -17%
SM
2264
Sciencast Management
New Jersey
$480K -$1.86M -3,728 -80%
LW
2265
Linscomb Wealth
Texas
$480K +$21.6K +43 +5%
HCC
2266
Hirtle Callaghan & Co
Pennsylvania
$480K +$480K +956 New
CFD
2267
Creative Financial Designs
Indiana
$478K -$60.8K -121 -11%
APW
2268
Austin Private Wealth
Texas
$478K -$2.01K -4 -0.4%
RM
2269
Resource Management
Louisiana
$476K +$50.2K +100 +12%
QPWM
2270
Quadrant Private Wealth Management
Pennsylvania
$475K -$4.02K -8 -0.8%
VST
2271
Van Strum & Towne
California
$475K – – –
RBFC
2272
Roman Butler Fullerton & Co
Missouri
$475K +$1.51K +3 +0.3%
LNWTC
2273
Laird Norton Wetherby Trust Company
Washington
$475K +$94.3K +188 +25%
CWA
2274
Clarus Wealth Advisors
Arizona
$473K -$56.4K -119 -11%
DA
2275
DSC Advisors
Illinois
$473K -$50.3K -100 -10%
89 90
91
92 93