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UnitedHealth
UNH

Overview Fund Activity

3,144 hedge funds and large institutions have $435B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 1,280 increasing their positions, 1,213 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
+164
Holders Change %
+5.5%
% of All Funds
50.73%
Holding in Top 10
582
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.48%
% of All Funds
9.39%
New
327
Increased
1,280
Reduced
1,213
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.63B
2
Morgan Stanley
Morgan Stanley
New York
+$1B
3
Barclays
Barclays
United Kingdom
+$704M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$574M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$489M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.03B
2
Capital World Investors
Capital World Investors
California
-$1.34B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.04B
4
Sanders Capital
Sanders Capital
Florida
-$919M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$737M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
726
Connors Investor Services
Pennsylvania
$13.5M -$271K -512 -2%
HCM
727
Highlander Capital Management
New Jersey
$13.4M – – –
SAM
728
Sectoral Asset Management
Quebec, Canada
$13.4M -$4.16M -7,850 -24%
MGWM
729
Marks Group Wealth Management
Minnesota
$13.4M +$101K +190 +0.8%
QIM
730
Quest Investment Management
Oregon
$13.3M -$1.48M -2,783 -10%
JCM
731
Jag Capital Management
Missouri
$13.3M -$34.5K -65 -0.3%
BRCM
732
Bright Rock Capital Management
Massachusetts
$13.3M – – –
DLCIG
733
D.L. Carlson Investment Group
New Hampshire
$13.2M -$693K -1,307 -5%
EF
734
Empirical Finance
Pennsylvania
$13.1M +$1.01M +1,907 +8%
MC
735
Muhlenkamp & Co
Pennsylvania
$13.1M +$10.1K +19 +0.1%
ECU
736
Eisler Capital (UK)
United Kingdom
$13M +$3.58M +6,755 +38%
HT
737
Heritage Trust
Oklahoma
$13M -$131K -247 -1%
MWM
738
Meridian Wealth Management
Kentucky
$13M +$807K +1,522 +7%
SAM
739
Smithbridge Asset Management
Pennsylvania
$13M +$4.97M +9,383 +62%
GT
740
Greenleaf Trust
Michigan
$12.9M +$356K +671 +3%
Voloridge Investment Management
741
Voloridge Investment Management
Florida
$12.9M -$48.1M -90,639 -79%
LOAME
742
Lombard Odier Asset Management (Europe)
United Kingdom
$12.8M -$1.19M -2,236 -8%
SC
743
Scholtz & Company
Connecticut
$12.8M -$307K -579 -2%
TRCT
744
Tower Research Capital (TRC)
New York
$12.8M -$44.6M -84,033 -78%
BCMO
745
Buckingham Capital Management (Ohio)
Ohio
$12.7M -$438K -826 -3%
VWM
746
Venturi Wealth Management
Texas
$12.7M -$1.17M -2,207 -8%
ATPW
747
Ashton Thomas Private Wealth
Arizona
$12.7M +$214K +403 +2%
HI
748
Hendershot Investments
Virginia
$12.6M -$120K -227 -0.9%
GWP
749
Gateway Wealth Partners
Wisconsin
$12.6M +$12.6M +23,679 New
VLKIM
750
Van Lanschot Kempen Investment Management
Netherlands
$12.4M +$11.8M +22,349 +1,990%
28 29
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