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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 %
IC
501
IEQ Capital
California
$26.9M +$1.83M +3,620 +7%
CWM
502
Congress Wealth Management
Massachusetts
$26.7M +$361K +714 +1%
DOA
503
D'Orazio & Associates
Virginia
$26.6M +$214K +423 +0.8%
RG
504
Renaissance Group
Kentucky
$26.5M -$2.01M -3,984 -7%
BRWA
505
B. Riley Wealth Advisors
Florida
$26.4M +$6.17M +12,209 +31%
CTI
506
Community Trust & Investment
Kentucky
$26.4M -$2.82M -5,580 -10%
FNT
507
First National Trust
Pennsylvania
$26.2M -$627K -1,242 -2%
VPIM
508
Vanguard Personalized Indexing Management
California
$26M +$2.34M +4,641 +10%
CCM
509
Cohen Capital Management
California
$25.8M -$12.6K -25 -0%
SAM
510
Sawgrass Asset Management
Florida
$25.7M +$5.01M +9,922 +24%
GBA
511
Garrison Bradford & Associates
New York
$25.7M -$1.93M -3,824 -7%
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$25.6M +$7.23M +14,313 +39%
OCAM
513
Onex Canada Asset Management
Ontario, Canada
$25.5M -$4.02M -7,954 -14%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$25.4M +$211K +418 +0.8%
Rafferty Asset Management
515
Rafferty Asset Management
New York
$25.3M +$13.8M +27,281 +120%
O
516
Ossiam
France
$25.2M +$24.7M +48,955 +5,006%
SFM
517
Stack Financial Management
Montana
$25.2M +$9.6K +19 +0%
EP
518
Edgestream Partners
New Jersey
$25.1M +$13.3M +26,318 +112%
ACA
519
Aptus Capital Advisors
Alabama
$25.1M +$2.79M +5,529 +13%
RBCM
520
Raub Brock Capital Management
California
$24.9M -$3.52M -6,975 -12%
NPPM
521
North Point Portfolio Managers
Ohio
$24.3M -$308K -610 -1%
SEM
522
Suncoast Equity Management
Florida
$24.3M +$5.01M +9,918 +26%
NMERB
523
New Mexico Educational Retirement Board
New Mexico
$24.2M -$2.17M -4,300 -8%
CA
524
Callahan Advisors
Texas
$24.1M -$236K -467 -1%
PCA
525
Private Capital Advisors
Connecticut
$24.1M -$384K -761 -2%
19 20
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