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UnitedHealth
UNH

Overview Fund Activity

2,946 hedge funds and large institutions have $419B invested in UnitedHealth in 2022 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 1,218 increasing their positions, 1,219 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,946
Holders Change
-2
Holders Change %
-0.07%
% of All Funds
49.81%
Holding in Top 10
575
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+30.09%
% of All Funds
9.72%
New
155
Increased
1,218
Reduced
1,219
Closed
117
Calls
$3.23B
Puts
$2.97B
Net Calls
+$257M
Net Calls Change
+$281M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.85B
2
Morgan Stanley
Morgan Stanley
New York
+$2.21B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.8B
4
BlackRock
BlackRock
New York
+$1.38B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$764M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$748M
2
Polen Capital Management
Polen Capital Management
Florida
-$435M
3
AWA
Aaron Wealth Advisors
Illinois
-$413M
4
OAG
Orbis Allan Gray
Bermuda
-$374M
5
MIHAS
Maj Invest Holding A/S
Denmark
-$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
ELC
576
Edgar Lomax Company
Virginia
$20.1M +$616K +1,200 +3%
SRC
577
Shufro Rose & Co
New York
$20.1M +$139K +270 +0.7%
LI
578
LMCG Investments
Massachusetts
$20.1M -$172K -334 -0.8%
EGA
579
Eagle Global Advisors
Texas
$20M -$9.76K -19 -0%
SPC
580
Stewart & Patten Company
California
$19.9M -$333K -649 -2%
AFG
581
Albion Financial Group
Utah
$19.9M +$780K +1,518 +4%
PAI
582
Pittenger & Anderson Inc
Nebraska
$19.9M +$1.35M +2,634 +7%
PP
583
Patten & Patten
Tennessee
$19.8M -$576K -1,121 -3%
OA
584
Oxbow Advisors
Texas
$19.8M -$300K -585 -1%
CWM
585
Curi Wealth Management
North Carolina
$19.8M +$247K +480 +1%
PA
586
Pinnacle Associates
New York
$19.8M -$646K -1,258 -3%
EARNEST Partners
587
EARNEST Partners
Georgia
$19.7M +$593K +1,155 +3%
PAIM
588
Punch & Associates Investment Management
Minnesota
$19.7M +$17.5K +34 +0.1%
BL
589
Balentine LLC
Georgia
$19.6M +$9.94M +19,355 +103%
SEM
590
Suncoast Equity Management
Florida
$19.6M +$197K +384 +1%
EWA
591
Exencial Wealth Advisors
Oklahoma
$19.6M +$846K +1,648 +5%
GI
592
Gradient Investments
Minnesota
$19.5M -$19.6M -38,199 -50%
PFO
593
Pathstone Family Office
New Jersey
$19.5M +$9.02M +17,565 +86%
PC
594
Port Capital
Illinois
$19.3M +$4.07M +7,929 +27%
NMIMC
595
Northwestern Mutual Investment Management Company
Wisconsin
$19.3M +$15.4K +30 +0.1%
AHB
596
Abner Herrman & Brock
New Jersey
$19.1M -$648K -1,261 -3%
CSIC
597
Clifford Swan Investment Counsel
California
$19M +$802K +1,562 +4%
BFA
598
Bragg Financial Advisors
North Carolina
$18.9M -$3.08K -6 -0%
PAM
599
Palisade Asset Management
Minnesota
$18.7M +$43.7K +85 +0.2%
Kayne Anderson Rudnick Investment Management
600
Kayne Anderson Rudnick Investment Management
California
$18.7M -$1.63M -3,173 -8%
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