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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 %
AIP
3001
Almanack Investment Partners
Pennsylvania
– -$1.12M -2,187 Closed
AIS
3002
AM Investment Strategies
Tennessee
– -$1.08M -2,098 Closed
HFA
3003
Harbert Fund Advisors
Alabama
– -$1.06M -2,055 Closed
MPCL
3004
My Personal CFO LLC
Washington
– -$1M -1,946 Closed
TEC
3005
Tiger Eye Capital
Tennessee
– -$958K -1,866 Closed
BC
3006
BIT Capital
Germany
– -$872K -1,697 Closed
AI
3007
AdvisorShares Investments
Maryland
– -$803K -1,563 Closed
MC
3008
Matisse Capital
Oregon
– -$683K -1,330 Closed
IHWM
3009
Iron Horse Wealth Management
Iowa
– -$639K -1,244 Closed
VNB
3010
Virginia National Bank
Virginia
– -$586K -1,140 Closed
XS
3011
XR Securities
Illinois
– -$523K -1,018 Closed
RGF
3012
Retirement Guys Formula
Ohio
– -$497K -967 Closed
BSSFA
3013
Baron Silver Stevens Financial Advisors
Florida
– -$404K -787 Closed
BAS
3014
Brown Advisory Securities
Maryland
– -$398K -774 Closed
KM
3015
Kalos Management
Georgia
– -$382K -738 Closed
PCM
3016
Poehling Capital Management
Wisconsin
– -$376K -733 Closed
WAOTB
3017
Wealth Advisors of Tampa Bay
Florida
– -$354K -690 Closed
BBP
3018
Banco BTG Pactual
Brazil
– -$351K -684 Closed
GAMC
3019
Garner Asset Management Corp
Texas
– -$344K -670 Closed
HPA
3020
High Probability Advisors
New York
– -$342K -665 Closed
CP
3021
Camelot Portfolios
Ohio
– -$331K -645 Closed
CAM
3022
Crestone Asset Management
Colorado
– -$312K -608 Closed
BCM
3023
Bienville Capital Management
New York
– -$307K -598 Closed
KFA
3024
Krane Funds Advisors
New York
– -$293K -570 Closed
EWM
3025
Echo Wealth Management
Minnesota
– -$267K -520 Closed
119 120
121
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