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UnitedHealth
UNH

Overview Fund Activity

2,948 hedge funds and large institutions have $462B invested in UnitedHealth in 2022 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,264 increasing their positions, 1,133 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,948
Holders Change
+58
Holders Change %
+2.01%
% of All Funds
46.65%
Holding in Top 10
442
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+20.77%
% of All Funds
6.99%
New
188
Increased
1,264
Reduced
1,133
Closed
93
Calls
$2.64B
Puts
$2.66B
Net Calls
-$23.8M
Net Calls Change
+$781M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$756M
3
Invesco
Invesco
Georgia
+$677M
4
Jennison Associates
Jennison Associates
New York
+$644M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$585M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.6B
2
LPC
Lone Pine Capital
Connecticut
-$730M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$686M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$684M
5
Barclays
Barclays
United Kingdom
-$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
2476
Camelot Portfolios
Ohio
$375K -$522K -1,021 -58%
BSAM
2477
Blue Square Asset Management
New York
$375K – – –
PSIWM
2478
Paradigm Strategies in Wealth Management
Minnesota
$375K +$510 +1 +0.1%
IAP
2479
Indie Asset Partners
Indiana
$373K -$10.2K -20 -3%
TMWM
2480
Taylor & Morgan Wealth Management
Michigan
$373K – – –
LL
2481
LPWM LLC
Minnesota
$372K -$5.37K -10 -1%
DI
2482
DFPG Investments
Utah
$371K -$1.07K -2 -0.3%
CCA
2483
Cottonwood Capital Advisors
Utah
$371K -$510 -1 -0.1%
CWP
2484
Curated Wealth Partners
California
$371K – – –
NG
2485
Northstar Group
New York
$370K -$7.66K -15 -2%
CFA
2486
Capstone Financial Advisors
Illinois
$370K +$10.2K +20 +3%
CGFA
2487
Colton Groome Financial Advisors
North Carolina
$369K -$500K -980 -58%
AOWM
2488
Alpha Omega Wealth Management
Virginia
$369K -$9.16K -18 -2%
HLOC
2489
H.L. Ormond & Company
North Carolina
$369K +$26.5K +52 +8%
TWP
2490
TFO Wealth Partners
Ohio
$368K -$22.9K -45 -6%
TFA
2491
Triad Financial Advisors
North Carolina
$368K -$15.8K -31 -4%
TIA
2492
Traphagen Investment Advisors
New Jersey
$367K +$30.1K +59 +9%
CC
2493
Callan Capital
California
$367K +$36.7K +72 +11%
S
2494
swisspartners
Liechtenstein
$367K +$367K +720 New
UWPG
2495
Ullmann Wealth Partners Group
Florida
$366K – – –
AIA
2496
Arbor Investment Advisors
North Carolina
$366K +$123K +240 +50%
BFS
2497
Bickling Financial Services
Massachusetts
$365K +$510 +1 +0.1%
HW
2498
Hamilton Wealth
California
$364K +$7.15K +14 +2%
PPW
2499
Pinnacle Private Wealth
Massachusetts
$364K +$25.5K +50 +8%
DE
2500
Day & Ennis
Georgia
$364K +$74.5K +146 +26%
98 99
100
101 102