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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 %
V
626
Veritable
Delaware
$17M +$54.4K +106 +0.3%
AR
627
Advisory Research
Illinois
$16.9M -$274K -534 -2%
CM
628
Churchill Management
California
$16.9M -$321K -624 -2%
WTB
629
Washington Trust Bank
Washington
$16.8M -$788K -1,535 -4%
FNF
630
Fidelity National Financial
Florida
$16.7M – – –
BFEC
631
Benjamin F. Edwards & Company
Missouri
$16.6M +$1.35M +2,638 +9%
KRSITF
632
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$16.5M +$2.18M +4,253 +15%
IAA
633
Independent Advisor Alliance
North Carolina
$16.4M +$777K +1,512 +5%
HR
634
Howe & Rusling
New York
$16.3M +$552K +1,075 +3%
LBC
635
Lowe Brockenbrough & Co
Virginia
$16.2M -$449K -874 -3%
AHC
636
Adell Harriman & Carpenter
Texas
$16.1M +$213K +415 +1%
HW
637
Hancock Whitney
Mississippi
$16.1M -$290K -564 -2%
AUB
638
Atlantic Union Bankshares
Virginia
$16M -$258K -502 -2%
BOTW
639
Bank of the West
California
$16M -$178K -346 -1%
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$15.9M -$140K -273 -0.9%
CCM
641
Carlson Capital Management
Minnesota
$15.9M +$300K +584 +2%
CCM
642
Copeland Capital Management
Pennsylvania
$15.9M -$784K -1,526 -5%
AssetMark Inc
643
AssetMark Inc
California
$15.9M +$6.67M +12,989 +72%
TA
644
TruWealth Advisors
Louisiana
$15.8M +$3.3M +6,425 +26%
AC
645
Addenda Capital
Quebec, Canada
$15.6M -$906K -1,764 -6%
MAM
646
Madison Asset Management
Wisconsin
$15.6M +$367K +714 +2%
HCM
647
Hilton Capital Management
New York
$15.5M +$2.23M +4,333 +17%
RRAM
648
River Road Asset Management
Kentucky
$15.5M -$14.2M -27,724 -48%
DADC
649
D.A. Davidson & Co
Montana
$15.5M -$510K -993 -3%
CIA
650
CCM Investment Advisers
South Carolina
$15.4M -$231K -450 -1%
24 25
26
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