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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 %
CWM
2601
Concentric Wealth Management
California
$299K +$3.06K +6 +1%
DA
2602
Dash Acquisitions
California
$299K +$3.57K +7 +1%
JHCP
2603
Jackson Hole Capital Partners
Oklahoma
$299K +$33.2K +65 +12%
KAM
2604
Kraft Asset Management
Tennessee
$297K -$34.1K -67 -10%
WDL
2605
Well Done LLC
Michigan
$297K -$26.5K -52 -8%
UBV
2606
United Bank (Virginia)
Virginia
$296K – – –
HFM
2607
Hartford Funds Management
Pennsylvania
$295K +$295K +577 New
BBA
2608
Braun-Bostich & Associates
Pennsylvania
$295K +$295K +578 New
IAG
2609
Investmark Advisory Group
Connecticut
$294K -$15.8K -31 -5%
SSC
2610
Syverson Strege & Co
Iowa
$294K -$8.68K -17 -3%
APW
2611
Acima Private Wealth
Virginia
$294K – – –
PWA
2612
PCG Wealth Advisors
Kansas
$293K -$53.1K -104 -15%
RIM
2613
Reynolds Investment Management
South Carolina
$292K +$292K +573 New
DWA
2614
Dougherty Wealth Advisers
Minnesota
$291K – – –
RIM
2615
Redwood Investment Management
Arizona
$289K -$90.2K -177 -24%
SWIG
2616
Strategic Wealth Investment Group
Kentucky
$288K -$96.3K -189 -25%
YMRC
2617
Yorktown Management & Research Company
Virginia
$288K -$46.9K -92 -14%
AIMC
2618
Alley Investment Management Company
Illinois
$288K +$288K +565 New
GIM
2619
Guild Investment Management
California
$287K – – –
VCP
2620
Vista Capital Partners
Oregon
$286K -$43.4K -85 -13%
CNWM
2621
Clay Northam Wealth Management
California
$286K – – –
BBW
2622
Blue Barn Wealth
Utah
$286K +$7.14K +14 +3%
JE
2623
JMAC Enterprises
Pennsylvania
$285K – – –
CDIA
2624
Capital Directions Investment Advisors
Georgia
$285K +$51.1K +100 +22%
FA
2625
Fermata Advisors
California
$284K -$35.9K -70 -11%
103 104
105
106 107