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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 %
AMBIA
726
Allen Mooney & Barnes Investment Advisors
Georgia
$12.1M +$893K +1,738 +8%
EP
727
Edgestream Partners
New Jersey
$12.1M +$5.99M +11,672 +99%
MFAM
728
Motley Fool Asset Management
Virginia
$12.1M -$497K -983 -4%
FNBOO
729
First National Bank of Omaha
Nebraska
$12M -$706K -1,374 -6%
SPC
730
Sigma Planning Corp
Michigan
$12M -$1.17M -2,270 -9%
MWM
731
Meridian Wealth Management
Kentucky
$12M +$1.79M +3,480 +18%
MAM
732
Morse Asset Management
Connecticut
$11.9M +$520K +1,013 +5%
RIM
733
Redpoint Investment Management
Australia
$11.9M +$18.5K +36 +0.2%
1IA
734
1834 Investment Advisors
Wisconsin
$11.9M -$2.47M -4,813 -17%
GC
735
Grimes & Company
Massachusetts
$11.8M -$1.12M -2,172 -9%
CCMD
736
Cypress Capital Management (Delaware)
Delaware
$11.8M -$6.84M -13,307 -37%
SYBT
737
Stock Yards Bank & Trust
Kentucky
$11.7M +$10.6M +20,679 +943%
FNFDCM
738
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.7M -$127K -247 -1%
Rafferty Asset Management
739
Rafferty Asset Management
New York
$11.7M -$3.1M -6,027 -21%
TCBWMS
740
Texas Capital Bank Wealth Management Services
Texas
$11.6M -$2.66M -5,172 -19%
Millennium Management
741
Millennium Management
New York
$11.6M -$190M -369,687 -94%
ECM
742
Everence Capital Management
Indiana
$11.6M – – –
AL
743
Arnhold LLC
New York
$11.5M +$883K +1,719 +8%
SC
744
Scholtz & Company
Connecticut
$11.4M -$713K -1,389 -6%
DGAM
745
Desjardins Global Asset Management
Quebec, Canada
$11.4M -$4.35M -8,469 -28%
NO
746
Ninety One
South Africa
$11.4M -$162K -316 -1%
GT
747
Greenleaf Trust
Michigan
$11.4M -$149K -290 -1%
FHB
748
First Hawaiian Bank
Hawaii
$11.4M -$197K -383 -2%
GFA
749
Gifford Fong Associates
California
$11.3M – – –
LOPW
750
Live Oak Private Wealth
North Carolina
$11.3M +$764K +1,488 +7%
28 29
30
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