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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 %
SPI
2626
Sutton Place Investors
New York
$284K +$45.3K +87 +19%
OPWM
2627
Oakwell Private Wealth Management
Texas
$284K +$284K +557 New
PWLP
2628
Prio Wealth Limited Partnership
Massachusetts
$283K -$5.1K -10 -2%
PGIM
2629
Pacific Global Investment Management
California
$283K – – –
WWP
2630
WR Wealth Planners
Missouri
$282K +$282K +553 New
EIG
2631
Ellenbecker Investment Group
Wisconsin
$282K +$53.4K +105 +23%
WFA
2632
Wade Financial Advisory
California
$282K +$282K +553 New
PG
2633
Prostatis Group
Maryland
$282K -$11.2K -22 -4%
RWB
2634
RMR Wealth Builders
New Jersey
$281K +$281K +550 New
HHAM
2635
HITE Hedge Asset Management
Massachusetts
$280K – – –
MWM
2636
Magnolia Wealth Management
Alabama
$280K – – –
PWS
2637
Peterson Wealth Services
Utah
$279K +$34.7K +68 +14%
AGA
2638
Accuvest Global Advisors
Utah
$279K +$279K +547 New
FCFC
2639
First Citizens Financial Corp
Iowa
$278K – – –
BCM
2640
Brookmont Capital Management
Texas
$277K – – –
IA
2641
Integrity Advisory
Kansas
$277K +$277K +542 New
GA
2642
Greenspring Advisors
Maryland
$276K – – –
B
2643
Bridgeworth
Alabama
$275K – – –
RIM
2644
Rockbridge Investment Management
New York
$275K -$12.8K -25 -4%
FSWA
2645
Financial Synergies Wealth Advisors
Texas
$274K – – –
SA
2646
Syntax Advisors
New York
$274K -$119K -233 -30%
VCG
2647
Vantage Consulting Group
Virginia
$274K -$119K -233 -30%
IWN
2648
Independent Wealth Network
Iowa
$274K -$49K -96 -15%
FVWA
2649
Foster Victor Wealth Advisors
South Carolina
$274K -$20.8K -39 -7%
CCP
2650
Carmel Capital Partners
California
$274K -$3.06K -6 -1%
104 105
106
107 108