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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 %
ACP
2726
Aviance Capital Partners
Florida
$245K -$34.9K -69 -12%
VCM
2727
Versant Capital Management
Arizona
$245K +$2.02K +4 +0.8%
AGA
2728
Accuvest Global Advisors
Utah
$243K -$12.6K -25 -5%
NC
2729
NovaPoint Capital
Georgia
$243K – – –
ADMI
2730
Albert D. Mason Inc
Massachusetts
$243K +$2.52K +5 +1%
BIA
2731
Bell Investment Advisors
California
$243K +$34.4K +68 +16%
PWLP
2732
Prio Wealth Limited Partnership
Massachusetts
$242K – – –
KAM
2733
Kraft Asset Management
Tennessee
$242K – – –
WA
2734
Wealthstream Advisors
New York
$242K +$13.6K +27 +6%
LC
2735
Landaas & Company
Wisconsin
$240K – – –
BA
2736
Bridge Advisory
California
$239K +$7.07K +14 +3%
MF
2737
Manchester Financial
California
$238K -$5.05K -10 -2%
ODIJL
2738
One Day In July LLC
Vermont
$238K +$238K +472 New
PFWA
2739
Paces Ferry Wealth Advisors
Georgia
$237K +$505 +1 +0.2%
W
2740
Wealthquest
Ohio
$237K +$10.1K +20 +4%
EF
2741
Exeter Financial
Arizona
$236K – – –
FAG
2742
Financial Advisory Group
Texas
$236K +$7.56K +15 +3%
CDIA
2743
Capital Directions Investment Advisors
Georgia
$235K -$266K -518 Closed
EWM
2744
EPG Wealth Management
Georgia
$235K -$4.55K -9 -2%
IAG
2745
Investment Advisory Group
Massachusetts
$235K +$20.7K +41 +10%
MC
2746
Maverick Capital
Texas
$235K +$235K +465 New
LF
2747
LifeSteps Financial
California
$232K – – –
TI
2748
TTP Investments
California
$232K +$505 +1 +0.2%
FFWM
2749
Future Financial Wealth Management
Ohio
$232K +$514 +1 +0.2%
RPCA
2750
Running Point Capital Advisors
California
$232K +$232K +459 New
108 109
110
111 112