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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 %
GP
676
Girard Partners
Pennsylvania
$14.2M +$967K +1,914 +7%
AP
677
Appleton Partners
Massachusetts
$14.2M -$30.3K -60 -0.2%
AUB
678
Atlantic Union Bankshares
Virginia
$14.2M -$1.6M -3,164 -10%
TCM
679
Twin Capital Management
Pennsylvania
$14.2M -$115K -228 -0.8%
BIM
680
Bridgecreek Investment Management
Oklahoma
$14.2M -$80.8K -160 -0.6%
TW
681
Transform Wealth
Colorado
$14.2M +$73.7K +146 +0.5%
CIA
682
CCM Investment Advisers
South Carolina
$14.1M -$1.04M -2,067 -7%
QIM
683
Quest Investment Management
Oregon
$14.1M +$323K +639 +2%
PJSIMP
684
P.J. Schmidt Investment Management (PJS)
Wisconsin
$14M -$31.5K -59 -0.2%
EAMA
685
EFG Asset Management (Americas)
Florida
$14M -$581K -1,146 -4%
AC
686
Addenda Capital
Quebec, Canada
$14M -$1.29M -2,554 -8%
CK
687
Cohen Klingenstein
New York
$14M – – –
SMFG
688
Sumitomo Mitsui Financial Group
Japan
$14M -$746K -1,477 -5%
PHP
689
Parkman Healthcare Partners
Connecticut
$14M -$591K -1,170 -4%
AIP
690
Ameritas Investment Partners
Nebraska
$13.9M +$81.3K +161 +0.6%
PTB
691
Pioneer Trust Bank
Oregon
$13.9M -$518K -1,026 -4%
PCIA
692
Prime Capital Investment Advisors
Kansas
$13.9M +$9.21M +18,233 +196%
GVAG
693
Great Valley Advisor Group
Delaware
$13.9M +$422K +836 +3%
KWMG
694
King Wealth Management Group
Florida
$13.8M +$21.7K +43 +0.2%
LG
695
Leuthold Group
Minnesota
$13.8M -$270K -535 -2%
CS
696
Comerica Securities
Michigan
$13.8M -$692K -1,370 -5%
LCM
697
Logan Capital Management
Pennsylvania
$13.8M +$33.8K +67 +0.2%
TAM
698
Trillium Asset Management
Massachusetts
$13.7M -$73.2K -145 -0.5%
WS
699
Wedbush Securities
California
$13.6M +$637K +1,261 +5%
SPPAM
700
Summit Partners Public Asset Management
Massachusetts
$13.6M +$13.6M +26,861 New
26 27
28
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