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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 %
SCM
751
Shelton Capital Management
Colorado
$11.2M +$24.7K +48 +0.2%
CBT
752
Central Bank & Trust
Kentucky
$11.2M -$472K -919 -4%
RIG
753
RiverFront Investment Group
Virginia
$11.2M +$1.9M +3,702 +20%
BCV
754
Banque Cantonale Vaudoise
Switzerland
$11.2M -$916K -1,784 -8%
TAM
755
Tocqueville Asset Management
New York
$11.1M +$22.1K +43 +0.2%
GT
756
Glenview Trust
Kentucky
$11.1M +$11.3K +22 +0.1%
LIM
757
Leavell Investment Management
Alabama
$11.1M +$14.4K +28 +0.1%
MWM
758
Mission Wealth Management
California
$11.1M +$1.93M +3,764 +21%
CIC
759
Carnegie Investment Counsel
Ohio
$11.1M +$3.6M +7,001 +48%
CCA
760
Catalyst Capital Advisors
New York
$11M -$553K -1,077 -5%
CCM
761
Coldstream Capital Management
Washington
$11M +$1.17M +2,281 +12%
SCA
762
Spearhead Capital Advisors
Florida
$11M -$1.35M -2,631 -11%
KFS
763
Kurt F. Somerville
$11M -$2.57K -5 -0%
SCA
764
Stonebridge Capital Advisors
Minnesota
$11M +$145K +283 +1%
GIM
765
Goelzer Investment Management
Indiana
$10.9M -$146K -285 -1%
TL
766
Tradewinds LLC
North Carolina
$10.9M +$10.9M +21,283 New
CI
767
Conning Inc
Connecticut
$10.9M -$458K -891 -4%
HVIA
768
Hudson Valley Investment Advisors
New York
$10.9M -$155K -301 -1%
Group One Trading
769
Group One Trading
Illinois
$10.8M -$27.6M -53,659 -72%
DJSG
770
D.J. St. Germain
Massachusetts
$10.8M -$11.3K -22 -0.1%
RC
771
Roundview Capital
New Jersey
$10.8M -$64.7K -126 -0.6%
PIM
772
Penobscot Investment Management
Massachusetts
$10.7M +$98.6K +192 +0.9%
SNB
773
Security National Bank
Nebraska
$10.7M -$245K -477 -2%
WF
774
WoodTrust Financial
Wisconsin
$10.7M +$166K +324 +2%
SBL
775
Sargent Bickham Lagudis
Colorado
$10.6M -$566K -1,102 -5%
29 30
31
32 33