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 %
HWM
2376
Hemington Wealth Management
Virginia
$382K -$8.76K -25 -2%
RWP
2377
Ridgecrest Wealth Partners
California
$382K -$11K -22 -3%
PP
2378
Prudential plc
United Kingdom
$380K -$256K -509 -40%
AFA
2379
American Financial Advisors
Georgia
$380K +$502 +1 +0.1%
ETIA
2380
Epic Trust Investment Advisors
Washington
$380K +$380K +756 New
MC
2381
Machina Capital
France
$379K -$353K -704 -48%
SWIG
2382
Strategic Wealth Investment Group
Kentucky
$379K +$379K +754 New
IAP
2383
Indie Asset Partners
Indiana
$378K +$53.8K +107 +17%
TFA
2384
Triad Financial Advisors
North Carolina
$378K +$378K +752 New
SFG
2385
Summit Financial Group
West Virginia
$377K -$50.2K -100 -12%
MC
2386
Matisse Capital
Oregon
$377K – – –
BPFA
2387
Barnes Pettey Financial Advisors
Mississippi
$375K +$375K +746 New
RIM
2388
Redwood Investment Management
Arizona
$374K -$118K -235 -24%
TA
2389
Trellis Advisors
Washington
$374K -$23.6K -47 -6%
AWG
2390
Altus Wealth Group
Colorado
$373K – – –
NG
2391
Northstar Group
New York
$372K -$12.6K -25 -3%
LI
2392
LVZ Inc
Michigan
$372K +$1K +2 +0.3%
BRM
2393
Boston Research & Management
Massachusetts
$371K – – –
CWP
2394
Curated Wealth Partners
California
$371K +$2.52K +5 +0.7%
SI
2395
Saxon Interests
Texas
$371K +$371K +790 New
GFPC
2396
Global Financial Private Client
Florida
$371K – – –
MCM
2397
Monument Capital Management
Virginia
$370K +$1.5K +3 +0.4%
BSAM
2398
Blue Square Asset Management
New York
$369K -$7.03K -14 -2%
PSIWM
2399
Paradigm Strategies in Wealth Management
Minnesota
$369K – – –
LF
2400
Lantz Financial
Illinois
$369K +$2.01K +4 +0.5%
94 95
96
97 98