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UnitedHealth
UNH

Overview Fund Activity

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.06B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$567M
4
Jennison Associates
Jennison Associates
New York
+$529M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.12B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$670M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$620M
4
Capital World Investors
Capital World Investors
California
-$451M
5
Marshall Wace
Marshall Wace
United Kingdom
-$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
2501
AustralianSuper
Australia
$377K +$1.86K +3,684 +0.5%
CNC
2502
Citizens & Northern Corp
Pennsylvania
$376K – – –
KOMWMG
2503
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$376K +$505 +1 +0.1%
AFC
2504
AFT Forsyth & Company
Florida
$376K +$60.6K +120 +19%
BFWA
2505
Benchmark Financial Wealth Advisors
Florida
$376K +$99.6K +197 +36%
BWP
2506
Bernardo Wealth Planning
Pennsylvania
$375K +$46.9K +88 +14%
CP
2507
Castleview Partners
Texas
$375K +$370K +733 +7,330%
BRM
2508
Boston Research & Management
Massachusetts
$373K – – –
CFP
2509
Cypress Financial Planning
New Jersey
$373K +$24.8K +49 +7%
FPIS
2510
Financial Planning & Information Services
Wisconsin
$372K – – –
GSIS
2511
Global Strategic Investment Solutions
Arizona
$372K +$15.6K +31 +4%
AIP
2512
Ahrens Investment Partners
Louisiana
$372K +$63.6K +126 +21%
PSIWM
2513
Paradigm Strategies in Wealth Management
Minnesota
$371K – – –
BSAM
2514
Blue Square Asset Management
New York
$371K – – –
C
2515
Covestor
United Kingdom
$371K +$15.7K +31 +4%
BFS
2516
Bickling Financial Services
Massachusetts
$370K +$1.01K +2 +0.3%
FC
2517
Financial Council
Maryland
$370K +$370K +733 New
TMWM
2518
Taylor & Morgan Wealth Management
Michigan
$369K – – –
MGAM
2519
McGowan Group Asset Management
Texas
$368K +$6.56K +13 +2%
IAG
2520
Investmark Advisory Group
Connecticut
$368K +$95.3K +189 +35%
OWM
2521
Orgel Wealth Management
Wisconsin
$367K +$37.9K +75 +12%
NWA
2522
New World Advisors
Massachusetts
$367K +$42.9K +85 +13%
OWA
2523
Octavia Wealth Advisors
Ohio
$365K -$8.58K -17 -2%
CC
2524
Callan Capital
California
$364K -$4.04K -8 -1%
MC
2525
Merlin Capital
Rhode Island
$363K -$88.5K -175 -20%
99 100
101
102 103