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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
$5.74B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.3B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$832M
4
Jennison Associates
Jennison Associates
New York
$2.4B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$907M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$16.6B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$12.7B
3
Allianz Asset Management
Allianz Asset Management
Germany
$616M
4
Capital World Investors
Capital World Investors
California
$16.8B
5
Marshall Wace
Marshall Wace
United Kingdom
$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
2901
Bellevue Asset Management
Washington
$62K – – –
OAJ
2902
Ogorek Anthony Joseph
New York
$61K – – –
DWA
2903
Delos Wealth Advisors
Texas
$61K +$13.6K +27 +29%
MFT
2904
Moisand Fitzgerald Tamayo
Florida
$61K +$57.5K +114 +1,629%
BA
2905
Bellwether Advisors
Nebraska
$59K +$41K +82 +228%
PA
2906
PSI Advisors
Florida
$58K -$111K -220 -66%
TC
2907
Tacita Capital
Ontario, Canada
$57K -$14.3K -28 -20%
VAM
2908
Vienna Asset Management
California
$55K +$55K +109 New
BSWA
2909
Bromfield Sneider Wealth Advisors
Massachusetts
$53K – – –
SPWG
2910
Sage Private Wealth Group
Illinois
$52K – – –
BHWM
2911
Beaird Harris Wealth Management
Texas
$51K – – –
GWA
2912
Gibson Wealth Advisors
Texas
$51K – – –
HF
2913
Halpern Financial
Virginia
$50.5K -$11.1K -22 -18%
AFS
2914
Annapolis Financial Services
Maryland
$50K +$20.7K +41 +71%
TC
2915
Trust Company
Kansas
$49K – – –
PPWM
2916
PFG Private Wealth Management
Florida
$49K +$3.5K +7 +8%
LFA
2917
Level Financial Advisors
New York
$45K – – –
SJIA
2918
St. James Investment Advisors
New York
$44K +$6K +12 +16%
ARMC
2919
American Research & Management Company
Massachusetts
$43K -$5.06K -10 -11%
ST
2920
Sageworth Trust
Pennsylvania
$41K -$232K -463 -85%
CMA
2921
Cedar Mountain Advisors
Oregon
$41K – – –
FSWA
2922
Financial Synergies Wealth Advisors
Texas
$38.4K – – –
EA
2923
Evolution Advisers
Virginia
$37K – – –
LFA
2924
Legend Financial Advisors
Pennsylvania
$36.9K +$36.9K +73 New
FFA
2925
Fairfield Financial Advisors
Massachusetts
$36.3K +$20.2K +40 +125%
115 116
117
118 119