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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 %
AAMC
2301
Asset Allocation & Management Company
Illinois
$452K +$452K +900 New
SCG
2302
Sonata Capital Group
Washington
$451K -$15.6K -31 -3%
HKIMG
2303
Hutchens & Kramer Investment Management Group
Indiana
$450K +$450K +890 New
IWA
2304
Intercontinental Wealth Advisors
Texas
$449K +$12.5K +25 +3%
NFSG
2305
Newbridge Financial Services Group
Florida
$448K +$125K +249 +39%
SGK
2306
Steigerwald Gordon & Koch
Virginia
$446K +$6.02K +12 +1%
IFA
2307
Index Fund Advisors
California
$445K +$445K +887 New
CISOA
2308
Capital Investment Services of America
Wisconsin
$444K – – –
CIG
2309
Cairn Investment Group
Washington
$443K +$34.2K +68 +8%
MHR
2310
Matthew Hamilton Rosenberg
$442K -$502 -1 -0.1%
COCM
2311
Charter Oak Capital Management
New Hampshire
$442K +$10.5K +21 +2%
WDG
2312
Wealth Dimensions Group
Ohio
$441K +$63.8K +127 +17%
BFG
2313
Bouchey Financial Group
New York
$441K +$441K +879 New
HWA
2314
HHM Wealth Advisors
Tennessee
$440K – – –
PO
2315
Private Ocean
California
$438K – – –
PPWM
2316
PFG Private Wealth Management
Florida
$437K -$17.6K -35 -4%
CC
2317
Courier Capital
New York
$437K -$6.03K -12 -1%
OCM
2318
Objective Capital Management
Ohio
$437K +$437K +871 New
FTC
2319
Farmers Trust Company
Ohio
$436K – – –
CFO
2320
Custos Family Office
Texas
$435K +$435K +865 New
PPW
2321
Pasadena Private Wealth
California
$435K +$435K +867 New
BFG
2322
Barber Financial Group
Kansas
$434K -$22.6K -45 -5%
RFA
2323
Resurgent Financial Advisors
Georgia
$434K +$434K +864 New
CFA
2324
CWS Financial Advisors
Michigan
$433K +$433K +863 New
EA
2325
Ellsworth Advisors
Ohio
$431K -$27.1K -54 -6%
91 92
93
94 95