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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 %
NRI
2451
NFP Retirement Inc
California
$338K +$502 +1 +0.1%
CAM
2452
Crestone Asset Management
Colorado
$336K -$4.52K -9 -1%
HCM
2453
Howard Capital Management
Georgia
$336K +$336K +669 New
FRM
2454
Fox Run Management
Connecticut
$333K -$37.1K -74 -10%
MSA
2455
Marino Stram & Associates
Massachusetts
$333K – – –
PPW
2456
Pinnacle Private Wealth
Massachusetts
$333K +$333K +664 New
TIA
2457
Traphagen Investment Advisors
New Jersey
$332K +$332K +662 New
TFF
2458
The Family Firm
Maryland
$332K +$1K +2 +0.3%
VT
2459
Vise Technologies
New York
$332K +$332K +662 New
HLOC
2460
H.L. Ormond & Company
North Carolina
$332K +$332K +673 New
TPWM
2461
Twelve Points Wealth Management
Massachusetts
$331K +$331K +659 New
DEM
2462
Disciplined Equity Management
Florida
$331K +$331K +660 New
YMRC
2463
Yorktown Management & Research Company
Virginia
$330K -$34.2K -68 -9%
AP
2464
Arlington Partners
Alabama
$330K +$148K +294 +81%
TSWM
2465
Tyler-Stone Wealth Management
Ohio
$330K +$330K +658 New
MA
2466
Mosaic Advisors
Texas
$329K +$329K +656 New
CCP
2467
Cassia Capital Partners
North Carolina
$326K -$2.99M -5,952 -90%
KAM
2468
Kraft Asset Management
Tennessee
$326K +$326K +650 New
SHJ
2469
Sharkey, Howes & Javer
Colorado
$325K – – –
WWA
2470
WC Walker & Associates
California
$325K – – –
CC
2471
Callan Capital
California
$325K +$325K +648 New
CVM
2472
Cheviot Value Management
California
$324K -$8.53K -17 -3%
VCP
2473
Vista Capital Partners
Oregon
$324K +$324K +645 New
KIG
2474
Kessler Investment Group
Indiana
$323K -$239K -476 -43%
FWC
2475
First Washington Corp
Washington
$322K – – –
97 98
99
100 101