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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 %
PFM
701
Parsec Financial Management
North Carolina
$13.1M +$1.18M +2,297 +10%
HT
702
Heritage Trust
Oklahoma
$13.1M -$122K -237 -0.9%
CIS
703
Connors Investor Services
Pennsylvania
$13M -$218K -425 -2%
BWM
704
BerganKDV Wealth Management
Minnesota
$13M -$235K -458 -2%
JG
705
Jefferies Group
New York
$13M -$382K -743 -3%
Capstone Investment Advisors
706
Capstone Investment Advisors
New York
$12.9M +$5.22M +10,167 +68%
HCM
707
Highlander Capital Management
New Jersey
$12.9M +$103K +200 +0.8%
CAM
708
Cresset Asset Management
Illinois
$12.9M +$2.05M +4,219 +19%
GCM
709
Gabalex Capital Management
New York
$12.8M -$2.57M -5,000 -17%
BRCM
710
Bright Rock Capital Management
Massachusetts
$12.8M -$1.51M -2,938 -11%
ECM
711
Engle Capital Management
Connecticut
$12.8M +$12.8M +25,000 New
BBA
712
Baader Bank Aktiengesellschaft
Germany
$12.8M +$12.8M +24,940 New
ATPW
713
Ashton Thomas Private Wealth
Arizona
$12.8M -$1.07M -2,080 -8%
MGWM
714
Marks Group Wealth Management
Minnesota
$12.6M -$2.12M -4,120 -14%
MC
715
Muhlenkamp & Co
Pennsylvania
$12.6M +$22.1K +43 +0.2%
LOAME
716
Lombard Odier Asset Management (Europe)
United Kingdom
$12.6M +$4.16M +8,102 +49%
RBA
717
Richard Bernstein Advisors
New York
$12.5M +$4.62K +9 +0%
GAM
718
Gotham Asset Management
New York
$12.5M +$61.6K +120 +0.5%
FMC
719
First Merchants Corp
Indiana
$12.4M -$38.5K -75 -0.3%
FCBT
720
First Citizens Bank & Trust
North Carolina
$12.4M -$891K -1,734 -7%
TPCW
721
TD Private Client Wealth
New York
$12.3M -$1.13M -2,202 -8%
CCM
722
Cinctive Capital Management
New York
$12.3M -$5.2M -10,117 -30%
CCP
723
Corient Capital Partners
California
$12.3M +$1.76M +3,434 +17%
CA
724
Cetera Advisors
Colorado
$12.2M +$1.24M +2,415 +11%
AAS
725
Avantax Advisory Services
Texas
$12.2M +$172K +334 +1%
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