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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 %
BSW
776
Buckingham Strategic Wealth
Missouri
$10.6M +$1.16M +2,255 +12%
HI
777
Horizon Investments
North Carolina
$10.6M -$7.27M -14,160 -41%
AT
778
American Trust
Kentucky
$10.5M -$1.73M -3,363 -14%
FIA
779
Foundations Investment Advisors
Arizona
$10.5M +$4.58M +8,882 +77%
MPA
780
Marvin & Palmer Associates
Delaware
$10.5M -$283K -550 -3%
PFS
781
Prospera Financial Services
Texas
$10.5M +$2.19M +4,265 +27%
ANBT
782
American National Bank & Trust
Texas
$10.4M +$80.1K +156 +0.8%
STAS
783
Strong Tower Advisory Services
Minnesota
$10.4M -$69.3K -135 -0.7%
PA
784
Profund Advisors
Maryland
$10.4M -$1.08M -2,097 -9%
USCWA
785
U.S. Capital Wealth Advisors
Texas
$10.4M -$231K -450 -2%
GWM
786
Greenwich Wealth Management
Connecticut
$10.4M +$27.7K +54 +0.3%
GPTE
787
Generali Powszechne Towarzystwo Emerytalne
Poland
$10.3M – – –
MYLI
788
Meiji Yasuda Life Insurance
Japan
$10.3M +$1.95M +3,800 +23%
SLI
789
Sumitomo Life Insurance
Japan
$10.2M +$458K +892 +5%
HCMT
790
Highland Capital Management (Tennessee)
Tennessee
$10.2M -$349K -680 -3%
KPWS
791
Kestra Private Wealth Services
Texas
$10.2M +$1.77M +3,444 +21%
CIA
792
Covington Investment Advisors
Pennsylvania
$10.1M -$36K -70 -0.4%
TC
793
Telemus Capital
Michigan
$10.1M -$3.19M -6,214 -24%
TPM
794
Triasima Portfolio Management
Quebec, Canada
$10.1M +$339K +660 +3%
AAMA
795
Advanced Asset Management Advisors
Ohio
$10.1M – – –
AWM
796
Avitas Wealth Management
California
$10M +$147K +286 +1%
BFG
797
Berger Financial Group
Minnesota
$9.97M +$413K +805 +4%
SWP
798
Stratos Wealth Partners
Ohio
$9.93M +$834K +1,623 +9%
WAS
799
WESPAC Advisors SoCal
California
$9.9M -$268K -522 -3%
ECM
800
Estabrook Capital Management
New York
$9.9M -$282K -550 -3%
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