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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 %
RTS
2551
Round Table Services
New Jersey
$347K +$7.06K +14 +2%
WB
2552
West Bancorporation
Iowa
$346K -$61K -121 -15%
AGP
2553
Autumn Glory Partners
Texas
$346K -$37.9K -75 -10%
TCM
2554
Traynor Capital Management
Pennsylvania
$344K -$15.7K -31 -4%
MIM
2555
Moseley Investment Management
Florida
$344K – – –
BBA
2556
Braun-Bostich & Associates
Pennsylvania
$343K -$19.7K -39 -5%
GWA
2557
GGM Wealth Advisors
Maryland
$343K – – –
PA
2558
Probity Advisors
Texas
$343K – – –
SWM
2559
Stockman Wealth Management
Montana
$343K +$506 +1 +0.1%
TIM
2560
Tortoise Investment Management
New York
$343K +$190K +377 +124%
AP
2561
Arlington Partners
Alabama
$342K -$77.8K -154 -19%
FIM
2562
FWL Investment Management
Texas
$342K +$342K +677 New
RWB
2563
RMR Wealth Builders
New Jersey
$340K +$30.3K +60 +10%
FA
2564
Forefront Analytics
Pennsylvania
$339K +$339K +662 New
Wealth Enhancement Advisory Services
2565
Wealth Enhancement Advisory Services
Minnesota
$338K -$8.59K -17 -2%
MSA
2566
Marino Stram & Associates
Massachusetts
$338K -$1.51K -3 -0.4%
LWMG
2567
Levy Wealth Management Group
Pennsylvania
$338K +$338K +670 New
OBWG
2568
Onyx Bridge Wealth Group
New York
$337K -$14.5K -29 -4%
HWM
2569
Howard Wealth Management
Connecticut
$335K +$47.9K +95 +17%
CMBA
2570
C.M. Bidwell & Associates
Hawaii
$333K -$62.2K -123 -16%
TF
2571
Trek Financial
Arizona
$333K -$43.5K -86 -12%
WCM
2572
Wealthcare Capital Management
Virginia
$332K – – –
AOWM
2573
Alpha Omega Wealth Management
Virginia
$331K -$17.7K -35 -5%
ESCM
2574
Echo Street Capital Management
New York
$331K +$331K +656 New
NG
2575
Northstar Group
New York
$330K – – –
101 102
103
104 105