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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 %
HW
2426
Hamilton Wealth
California
$351K +$351K +699 New
EFL
2427
ERn Financial LLC
Wisconsin
$349K -$74.8K -149 -18%
AOWM
2428
Alpha Omega Wealth Management
Virginia
$348K -$11.7K -25 -3%
APP
2429
Alpha Paradigm Partners
Illinois
$348K +$14.1K +28 +4%
NWM
2430
Northwest Wealth Management
Iowa
$347K – – –
CWA
2431
CJM Wealth Advisers
Virginia
$346K +$346K +690 New
OCPWS
2432
One Charles Private Wealth Services
Massachusetts
$346K +$9.54K +19 +3%
CG
2433
Corundum Group
Colorado
$346K +$46.2K +92 +15%
WAOTB
2434
Wealth Advisors of Tampa Bay
Florida
$346K +$346K +690 New
SC
2435
Seldon Capital
California
$345K +$345K +687 New
CAM
2436
Columbia Asset Management
Michigan
$344K +$501 +1 +0.1%
SA
2437
Shilanski & Associates
Alaska
$344K +$5.02K +10 +1%
WW
2438
Westshore Wealth
California
$343K – – –
MGAM
2439
McGowan Group Asset Management
Texas
$343K +$38.7K +77 +13%
MIM
2440
Moseley Investment Management
Florida
$342K – – –
DAM
2441
Diamant Asset Management
Connecticut
$341K – – –
ONST
2442
Old North State Trust
North Carolina
$341K +$276K +549 +422%
PWA
2443
PCG Wealth Advisors
Kansas
$341K +$341K +678 New
BFA
2444
Bill Few Associates
Pennsylvania
$341K +$341K +680 New
CI
2445
Carroll Investors
South Carolina
$341K +$341K +682 New
HIP
2446
HUB Investment Partners
Texas
$340K -$159K -316 -32%
RFA
2447
RTD Financial Advisors
Pennsylvania
$340K +$340K +678 New
NCM
2448
Noesis Capital Mangement
Florida
$339K -$56.8K -113 -14%
CFP
2449
Curran Financial Partners
South Carolina
$339K +$11.5K +23 +4%
ITIM
2450
Indiana Trust & Investment Management
Indiana
$339K +$339K +675 New
96 97
98
99 100