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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 %
RA
2926
Rise Advisors
New York
$36K – – –
PI
2927
PFS Investments
Georgia
$35.6K -$2.93K -5,805 -8%
TAM
2928
Tucker Asset Management
Colorado
$35.5K – – –
BCPWM
2929
Bradley & Co Private Wealth Management
Florida
$35K – – –
ODG
2930
O'Dell Group
Ohio
$35K +$15.2K +30 +77%
Baillie Gifford & Co
2931
Baillie Gifford & Co
United Kingdom
$34K – – –
BC
2932
Belmont Capital
California
$34K +$25.4K +50 +294%
AWMS
2933
Advocacy Wealth Management Services
Georgia
$31K – – –
SCA
2934
Stuart Chaussee & Associates
California
$31K – – –
BBPWM
2935
Blue Bell Private Wealth Management
Pennsylvania
$30K – – –
CWM
2936
Cranbrook Wealth Management
Michigan
$30K – – –
DMKJ
2937
David M. Knott Jr
$29K – – –
PK
2938
Pflug Koory
Nebraska
$26K +$16K +32 +160%
FEG
2939
Financial Enhancement Group
Indiana
$25K – – –
PP
2940
Pacifica Partners
Canada
$25K +$6.63K +13 +36%
TF
2941
TimeScale Financial
Massachusetts
$25K +$18.4K +36 +277%
IRC
2942
Investors Research Corp
Georgia
$24K +$3.57K +7 +18%
KFS
2943
Kelly Financial Services
Massachusetts
$22.1K – – –
GAG
2944
Goodman Advisory Group
Massachusetts
$22K – – –
DWMG
2945
DB Wealth Management Group
California
$22K – – –
IWP
2946
IAG Wealth Partners
Wisconsin
$22K +$21K +42 +2,100%
AIM
2947
Arcadia Investment Management
Michigan
$21K – – –
CWA
2948
Carolina Wealth Advisors
South Carolina
$21K – – –
MS
2949
Mizuho Securities
Japan
$18K -$514 -1 -3%
CL
2950
COWA LLC
Oklahoma
$18K +$18K +35 New
116 117
118
119 120