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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 %
RFN
2576
Redwood Financial Network
Ohio
$329K -$9.6K -19 -3%
SFG
2577
Summit Financial Group
West Virginia
$329K – – –
SHJ
2578
Sharkey, Howes & Javer
Colorado
$327K – – –
NAM
2579
NorthCrest Asset Manangement
Minnesota
$327K +$50.5K +100 +18%
CVM
2580
Cheviot Value Management
California
$326K – – –
GIP
2581
Greatmark Investment Partners
Georgia
$326K +$5.05K +10 +2%
DAM
2582
Diamant Asset Management
Connecticut
$326K +$7.58K +15 +2%
VAG
2583
VisionPoint Advisory Group
Texas
$326K +$19.7K +39 +6%
EIG
2584
Ellenbecker Investment Group
Wisconsin
$326K +$20.7K +41 +7%
CISOA
2585
Capital Investment Services of America
Wisconsin
$325K -$27.8K -55 -8%
MA
2586
MAS Advisors
Florida
$325K +$80.7K +160 +33%
FWC
2587
First Washington Corp
Washington
$324K – – –
HIM
2588
Hillsdale Investment Management
Ontario, Canada
$322K +$7.08K +14 +2%
PCMK
2589
Paragon Capital Management (Kansas)
Kansas
$322K +$12.6K +25 +4%
TFA
2590
Triad Financial Advisors
North Carolina
$322K +$13.1K +26 +4%
AWM
2591
Aprio Wealth Management
Georgia
$320K -$31.8K -63 -9%
HWA
2592
HHM Wealth Advisors
Tennessee
$319K -$108K -213 -25%
CA
2593
Carson Advisory
Georgia
$318K -$15.6K -31 -5%
RFG
2594
Range Financial Group
Oregon
$318K -$3.03K -6 -0.9%
MA
2595
MBA Advisors
Pennsylvania
$318K – – –
DWP
2596
Destiny Wealth Partners
Florida
$317K -$10.1K -20 -3%
PPW
2597
Parcion Private Wealth
Washington
$316K -$4.54K -9 -1%
TFF
2598
The Family Firm
Maryland
$316K -$3.03K -6 -0.9%
ITIM
2599
Indiana Trust & Investment Management
Indiana
$316K – – –
WDL
2600
Well Done LLC
Michigan
$315K +$28.8K +57 +10%
102 103
104
105 106