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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 %
EIA
2801
Eldridge Investment Advisors
New Hampshire
$212K – – –
HBW
2802
Hazlett, Burt & Watson
West Virginia
$211K -$3.04K -6 -1%
SSW
2803
Smith Shellnut Wilson
Mississippi
$210K – – –
AFS
2804
Axiom Financial Strategies
Indiana
$210K +$1.51K +3 +0.7%
MWP
2805
Meridian Wealth Partners
Pennsylvania
$210K +$9.11K +18 +5%
OFW
2806
Omnia Family Wealth
Florida
$209K – – –
HBWM
2807
Hollow Brook Wealth Management
New York
$209K – – –
MWA
2808
MFA Wealth Advisors
Pennsylvania
$209K +$9.59K +19 +5%
MGIM
2809
M&G Investment Management
United Kingdom
$209K -$9.26K -18,344 -4%
OHIS
2810
Oak Harvest Investment Services
Texas
$208K +$208K +412 New
CPSC
2811
Carl P. Sherr & Co
Massachusetts
$206K +$206K +407 New
JDR
2812
Jay D. Rosenbaum
$205K -$60.7K -120 -23%
IIA
2813
Integral Investment Advisors
California
$205K – – –
HAC
2814
Harbor Advisory Corp
New Hampshire
$205K – – –
VFG
2815
V2 Financial group
Illinois
$204K – – –
SWM
2816
Selective Wealth Management
Virginia
$203K +$5.05K +10 +3%
CAM
2817
Claret Asset Management
Quebec, Canada
$202K -$5.06K -10 -2%
SCA
2818
Southern Capital Advisors
Tennessee
$202K – – –
WCF
2819
West Coast Financial
California
$202K – – –
KBFS
2820
Kohmann Bosshard Financial Services
Ohio
$202K – – –
QC
2821
QCM Cayman
Texas
$201K -$41.5K -82 -17%
1WM
2822
1900 Wealth Management
Texas
$201K – – –
NCM
2823
Noesis Capital Mangement
Florida
$201K +$201K +397 New
ZF
2824
Zhang Financial
Michigan
$201K +$201K +398 New
GD
2825
Grandfield & Dodd
New York
$200K – – –
111 112
113
114 115