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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 %
CAC
601
Core Alternative Capital
Georgia
$18.6M +$4.54M +8,995 +32%
Fisher Asset Management
602
Fisher Asset Management
Washington
$18.5M -$2.74M -5,422 -13%
DWM
603
Dakota Wealth Management
Florida
$18.5M +$4.88M +9,659 +36%
LSV Asset Management
604
LSV Asset Management
Illinois
$18.4M -$2.07M -4,100 -10%
PAM
605
Palisade Asset Management
Minnesota
$18.2M -$206K -407 -1%
VCM
606
Violich Capital Management
California
$18.1M -$7.58K -15 -0%
LOAMS
607
Lombard Odier Asset Management (Switzerland)
Switzerland
$18M -$3.91M -7,748 -18%
EN1L
608
Engine No 1 LLC
California
$18M – – –
CL
609
CIM LLC
New York
$17.9M -$407K -743 -2%
BFA
610
Bragg Financial Advisors
North Carolina
$17.8M -$725K -1,436 -4%
CTA
611
Chesley Taft & Associates
Illinois
$17.8M +$640K +1,268 +4%
SFI
612
Siemens Fonds Invest
Germany
$17.8M -$203K -401 -1%
FGP
613
Foyston, Gordon, & Payne
Ontario, Canada
$17.8M +$2.43M +4,804 +16%
HT
614
HighTower Trust
Texas
$17.7M +$17.7M +35,036 New
HFS
615
Haverford Financial Services
Pennsylvania
$17.7M +$505 +1 +0%
SAM
616
Stewart Asset Management
New York
$17.6M +$771K +1,526 +5%
CWM
617
Curi Wealth Management
North Carolina
$17.6M -$1.85M -3,656 -10%
NMIMC
618
Northwestern Mutual Investment Management Company
Wisconsin
$17.5M -$1.39M -2,754 -7%
NRS
619
Neville Rodie & Shaw
New York
$17.5M -$104K -206 -0.6%
WIM
620
Waverton Investment Management
United Kingdom
$17.4M +$9M +17,819 +107%
WB
621
WesBanco Bank
West Virginia
$17.3M -$16.7M -33,020 -49%
WAM
622
Wallington Asset Management
Indiana
$17.3M +$99.5K +197 +0.6%
SIC
623
Salem Investment Counselors
North Carolina
$17.3M +$390K +772 +2%
HIA
624
Harbor Investment Advisory
Maryland
$17.3M +$2.53K +5 +0%
YIA
625
YHB Investment Advisors
Connecticut
$17.2M -$19.2K -38 -0.1%
23 24
25
26 27