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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 %
CG
2326
Clarus Group
Texas
$431K -$7.55K -17 -2%
CAM
2327
CenterStar Asset Management
Illinois
$431K – – –
SAM
2328
Satovsky Asset Management
New York
$429K +$1.51K +3 +0.4%
FIBT
2329
First International Bank & Trust
North Dakota
$426K +$426K +848 New
FBT
2330
First Bank & Trust
South Dakota
$424K +$17.1K +34 +4%
EW
2331
Element Wealth
Mississippi
$422K +$6.54K +13 +2%
PAM
2332
Private Asset Management
California
$421K -$53.2K -106 -11%
RWG
2333
Regal Wealth Group
California
$419K +$1.51K +3 +0.4%
WDA
2334
Wendell David Associates
New Hampshire
$418K -$22.1K -44 -5%
BIA
2335
BHK Investment Advisors
Alabama
$417K +$10K +20 +2%
WPC
2336
Waters Parkerson & Co
Louisiana
$417K +$24.6K +49 +6%
BWM
2337
Baystate Wealth Management
Massachusetts
$415K +$18.6K +37 +5%
EPP
2338
ETF Portfolio Partners
Kansas
$413K +$6.53K +13 +2%
MCA
2339
MSH Capital Advisors
Arizona
$412K +$412K +821 New
OPOWM
2340
One Plus One Wealth Management
Florida
$412K -$5.02K -10 -1%
SAM
2341
SignalPoint Asset Management
Missouri
$412K +$16K +32 +4%
OWM
2342
Orgel Wealth Management
Wisconsin
$411K – – –
KCPG
2343
Kavar Capital Partners Group
Kansas
$411K +$9.54K +19 +2%
ZIG
2344
Zuckerman Investment Group
Illinois
$410K +$21.6K +43 +6%
CCM
2345
Chickasaw Capital Management
Tennessee
$409K -$87.8K -175 -18%
FW
2346
FirstPurpose Wealth
Utah
$409K +$409K +814 New
CMBA
2347
C.M. Bidwell & Associates
Hawaii
$407K -$15.1K -30 -4%
FFG
2348
Fortem Financial Group
California
$406K +$7.54K +15 +2%
A
2349
AustralianSuper
Australia
$406K +$754 +1,535 +0.2%
RFG
2350
Range Financial Group
Oregon
$404K -$24.1K -48 -6%
92 93
94
95 96