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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 %
SM
3026
SG3 Management
Puerto Rico
– -$257K -500 Closed
FA
3027
Fermata Advisors
California
– -$257K -497 Closed
CWM
3028
C2C Wealth Management
Arizona
– -$265K -496 Closed
HPCM
3029
Hunter Perkins Capital Management
Illinois
– -$253K -492 Closed
MAM
3030
Mystic Asset Management
Rhode Island
– -$241K -470 Closed
GWM
3031
GSB Wealth Management
Connecticut
– -$238K -464 Closed
IFO
3032
Independent Family Office
New York
– -$228 -443 Closed
RF
3033
Rollins Financial
Georgia
– -$223K -434 Closed
SF
3034
SBK Financial
Virginia
– -$220K -429 Closed
GFP
3035
Guardian Financial Partners
California
– -$216K -420 Closed
ADBIC
3036
A.D. Beadell Investment Counsel
Wisconsin
– -$211K -411 Closed
BG
3037
Benedetti & Gucer
Georgia
– -$211K -410 Closed
WJA
3038
Willis Johnson & Associates
Texas
– -$206K -401 Closed
RRWA
3039
Rainey & Randall Wealth Advisors
Florida
– -$202K -393 Closed
WLIM
3040
White Lighthouse Investment Management
Massachusetts
– -$201K -392 Closed
IMA
3041
Investment Management Associates
Colorado
– -$203K -375 Closed
SIAP
3042
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$132K -257 Closed
BFG
3043
Baron Financial Group
New Jersey
– -$131K -255 Closed
AIL
3044
AGF Investments LLC
Ontario, Canada
– -$121K -236 Closed
MIHAS
3045
Maj Invest Holding A/S
Denmark
– -$114K -222 Closed
IIL
3046
Insight Inv LLC
California
– -$82K -159 Closed
BMD
3047
Better Money Decisions
New Mexico
– -$48K -94 Closed
WOSD
3048
WFA of San Diego
California
– -$41K -79 Closed
RCWMU
3049
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$31K -61 Closed
CIA
3050
Cascade Investment Advisors
Oregon
– -$30.8K -60 Closed
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