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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 %
SYBT
751
Stock Yards Bank & Trust
Kentucky
$11.4M -$167K -330 -1%
ECM
752
Everence Capital Management
Indiana
$11.4M – – –
MAM
753
Morse Asset Management
Connecticut
$11.4M -$358K -709 -3%
CCP
754
Clough Capital Partners
Massachusetts
$11.3M +$3.98M +7,890 +55%
BL
755
Balentine LLC
Georgia
$11.2M -$8.05M -15,932 -42%
AA
756
ALPS Advisors
Colorado
$11.2M -$9.96M -19,724 -47%
LOPW
757
Live Oak Private Wealth
North Carolina
$11.2M +$98K +194 +0.9%
GFA
758
Gifford Fong Associates
California
$11.1M – – –
CCMD
759
Cypress Capital Management (Delaware)
Delaware
$11.1M -$491K -973 -4%
GT
760
Glenview Trust
Kentucky
$11.1M +$170K +336 +2%
RIG
761
RiverFront Investment Group
Virginia
$11.1M -$687K -1,277 -6%
AAP
762
Aristotle Atlantic Partners
Florida
$11M +$11M +21,875 New
LIM
763
Leavell Investment Management
Alabama
$10.9M +$50.5K +100 +0.5%
TAM
764
Tocqueville Asset Management
New York
$10.9M -$63.6K -126 -0.6%
DJSG
765
D.J. St. Germain
Massachusetts
$10.8M – – –
SCA
766
Stonebridge Capital Advisors
Minnesota
$10.8M +$52.5K +104 +0.5%
FNBOO
767
First National Bank of Omaha
Nebraska
$10.8M -$1.01M -2,002 -9%
BSW
768
Buckingham Strategic Wealth
Missouri
$10.8M +$400K +792 +4%
RC
769
Roundview Capital
New Jersey
$10.8M +$137K +271 +1%
TL
770
Tradewinds LLC
North Carolina
$10.8M +$27.3K +54 +0.3%
KFS
771
Kurt F. Somerville
$10.8M -$7.07K -14 -0.1%
TPCW
772
TD Private Client Wealth
New York
$10.7M -$1.36M -2,698 -11%
TCBWMS
773
Texas Capital Bank Wealth Management Services
Texas
$10.7M -$720K -1,426 -6%
MWM
774
Mission Wealth Management
California
$10.7M -$156K -309 -1%
CBT
775
Central Bank & Trust
Kentucky
$10.7M -$329K -651 -3%
29 30
31
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