UNH icon

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 %
RG
2351
Rathbones Group
United Kingdom
$404K +$9.03K +18 +2%
BBL
2352
Beck Bode LLC
Massachusetts
$403K – – –
LHEI
2353
Leo H. Evart Inc
California
$403K +$403K +802 New
CJFS
2354
Coulter & Justus Financial Services
Tennessee
$403K +$403K +802 New
IIA
2355
IPG Investment Advisors
California
$400K -$6.53K -13 -2%
Westfield Capital Management
2356
Westfield Capital Management
Massachusetts
$399K -$28.2M -56,219 -99%
3F
2357
360 Financial
Minnesota
$399K -$60.8K -121 -13%
ESCM
2358
Echo Street Capital Management
New York
$398K -$406K -809 -50%
JCM
2359
Jag Capital Management
Missouri
$395K – – –
KIG
2360
Kowal Investment Group
Wisconsin
$394K +$84.8K +169 +27%
ISWM
2361
Independent Solutions Wealth Management
New York
$394K +$31.1K +62 +9%
SAM
2362
Silverhawk Asset Management
Arizona
$392K +$392K +780 New
BZWA
2363
Blue Zone Wealth Advisors
California
$391K +$60.7K +121 +18%
PF
2364
Phoenix Financial
Israel
$390K +$390K +770 New
EAM
2365
Evanson Asset Management
California
$388K +$502 +1 +0.1%
OBWG
2366
Onyx Bridge Wealth Group
New York
$388K +$114K +227 +42%
FCT
2367
First Community Trust
Iowa
$387K +$387K +771 New
VCG
2368
Vantage Consulting Group
Virginia
$387K -$42.7K -85 -10%
SA
2369
Syntax Advisors
New York
$387K +$387K +771 New
DIM
2370
Delta Investment Management
California
$386K -$5.02K -10 -1%
SFG
2371
StrategIQ Financial Group
Indiana
$385K +$33.6K +67 +10%
PPW
2372
Parcion Private Wealth
Washington
$384K -$28.9K -61 -7%
RI
2373
Redwood Investments
Massachusetts
$384K – – –
FCB
2374
First Command Bank
Texas
$384K – – –
NOI
2375
Newton One Investments
Delaware
$384K – – –
93 94
95
96 97