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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 %
BFWA
2401
Benchmark Financial Wealth Advisors
Florida
$368K +$15.6K +31 +4%
TWP
2402
TFO Wealth Partners
Ohio
$367K +$32.1K +67 +10%
TMWM
2403
Taylor & Morgan Wealth Management
Michigan
$367K +$367K +731 New
PA
2404
Probity Advisors
Texas
$366K -$1K -2 -0.3%
OWA
2405
Octavia Wealth Advisors
Ohio
$366K +$21.6K +43 +6%
CCA
2406
Cottonwood Capital Advisors
Utah
$366K +$366K +729 New
SW
2407
SkyOak Wealth
Michigan
$365K -$35.2K -70 -9%
IP
2408
Innovative Portfolios
Indiana
$365K – – –
MCM
2409
Mendel Capital Management
Arkansas
$364K +$364K +724 New
HNWAG
2410
High Net Worth Advisory Group
Florida
$364K +$364K +724 New
OFG
2411
Oxford Financial Group
Indiana
$362K +$10.6K +21 +3%
UWPG
2412
Ullmann Wealth Partners Group
Florida
$361K +$7.54K +15 +2%
BFS
2413
Bickling Financial Services
Massachusetts
$359K +$1K +2 +0.3%
RTS
2414
Round Table Services
New Jersey
$359K +$67.9K +135 +23%
EWA
2415
ERTS Wealth Advisors
Michigan
$358K – – –
FAM
2416
Flaharty Asset Management
Florida
$357K – – –
NWA
2417
New World Advisors
Massachusetts
$357K – – –
RWM
2418
Reston Wealth Management
Virginia
$356K -$11.5K -23 -3%
GCA
2419
Greenwood Capital Associates
South Carolina
$356K +$356K +710 New
CFA
2420
Capstone Financial Advisors
Illinois
$355K -$34.2K -68 -9%
FPFS
2421
First Personal Financial Services
North Carolina
$354K – – –
ACP
2422
Aviance Capital Partners
Florida
$353K -$11.5K -23 -3%
LL
2423
LPWM LLC
Minnesota
$353K – – –
FPIS
2424
Financial Planning & Information Services
Wisconsin
$353K +$25.1K +50 +8%
FCIM
2425
Fairview Capital Investment Management
California
$351K – – –
95 96
97
98 99