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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 %
LF
2501
Lantz Financial
Illinois
$362K -$12.8K -25 -3%
RWM
2502
Reston Wealth Management
Virginia
$362K +$1.02K +2 +0.3%
FA
2503
Friess Associates
Delaware
$362K +$362K +710 New
GTCM
2504
Gyon Technologies Capital Management
New Jersey
$360K -$262K -514 -42%
FPFS
2505
First Personal Financial Services
North Carolina
$360K – – –
BFWA
2506
Benchmark Financial Wealth Advisors
Florida
$358K -$15.8K -31 -4%
RP
2507
Riverwater Partners
Wisconsin
$357K -$659K -1,293 -65%
EVM
2508
Evelyn V. Moreno
$357K +$357K +701 New
CFO
2509
Custos Family Office
Texas
$356K -$84.5K -166 -19%
BWA
2510
Bordeaux Wealth Advisors
California
$356K +$52K +102 +17%
OBWG
2511
Onyx Bridge Wealth Group
New York
$355K -$42.2K -82 -11%
GF
2512
Gries Financial
Ohio
$354K -$1.05M -2,061 -75%
OCPWS
2513
One Charles Private Wealth Services
Massachusetts
$353K +$2.04K +4 +0.6%
WAOTB
2514
Wealth Advisors of Tampa Bay
Florida
$352K – – –
HWA
2515
HCR Wealth Advisors
California
$352K +$352K +690 New
CWA
2516
CJM Wealth Advisers
Virginia
$352K – – –
PA
2517
Probity Advisors
Texas
$351K -$20.4K -40 -5%
SIC
2518
SJS Investment Consulting
Ohio
$351K +$129K +253 +58%
SC
2519
Seldon Capital
California
$350K – – –
SA
2520
Shilanski & Associates
Alaska
$350K +$510 +1 +0.1%
TPWM
2521
Twelve Points Wealth Management
Massachusetts
$349K +$13.2K +26 +4%
P
2522
&Partners
Tennessee
$348K +$26K +51 +8%
OWA
2523
Octavia Wealth Advisors
Ohio
$347K -$25K -49 -7%
BFA
2524
Bill Few Associates
Pennsylvania
$347K – – –
MIM
2525
Moseley Investment Management
Florida
$347K – – –
99 100
101
102 103