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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 %
CK
676
Cohen Klingenstein
New York
$14.2M – – –
TAM
677
Trillium Asset Management
Massachusetts
$14.2M +$12.9M +24,741 +996%
PJSIMP
678
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14.1M +$125K +234 +0.9%
AIP
679
Ameritas Investment Partners
Nebraska
$14.1M -$215K -419 -2%
JCM
680
Jag Capital Management
Missouri
$14.1M +$13.8M +26,840 +4,644%
KWMG
681
King Wealth Management Group
Florida
$14M -$408K -794 -3%
BCMO
682
Buckingham Capital Management (Ohio)
Ohio
$14M -$769K -1,498 -5%
QIM
683
Quest Investment Management
Oregon
$14M +$878K +1,709 +7%
LCM
684
Logan Capital Management
Pennsylvania
$14M +$126K +246 +0.9%
CA
685
Cullinan Associates
Kentucky
$13.9M +$285K +555 +2%
PP
686
Prudential plc
United Kingdom
$13.9M +$1.52M +2,956 +12%
AF
687
Allworth Financial
California
$13.9M -$60.6K -118 -0.4%
DWM
688
Dakota Wealth Management
Florida
$13.8M +$5.67M +11,035 +69%
TIP
689
Torray Investment Partners
Maryland
$13.7M -$2.01M -3,913 -13%
GVAG
690
Great Valley Advisor Group
Delaware
$13.7M +$4.03M +7,851 +42%
Luther King Capital Management (LKCM)
691
Luther King Capital Management (LKCM)
Texas
$13.7M +$5.51M +10,723 +67%
AAF
692
Andra AP-fonden
Sweden
$13.6M +$13.6M +26,400 New
GP
693
Girard Partners
Pennsylvania
$13.5M -$626K -1,219 -4%
SWM
694
Segment Wealth Management
Texas
$13.5M +$371K +723 +3%
DLCIG
695
D.L. Carlson Investment Group
New Hampshire
$13.5M +$19.5K +38 +0.1%
LFAS
696
Level Four Advisory Services
Texas
$13.3M -$503K -980 -4%
APA
697
American Portfolios Advisors
New York
$13.2M +$307K +598 +2%
SG
698
Stonnington Group
California
$13.2M -$986K -1,917 -7%
WS
699
Wedbush Securities
California
$13.2M +$97.6K +190 +0.7%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$13.2M +$647K +1,259 +5%
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