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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 %
RC
776
Roundview Capital
New Jersey
$11.6M +$242K +457 +2%
SCA
777
Stonebridge Capital Advisors
Minnesota
$11.6M +$194K +365 +2%
LIM
778
Leavell Investment Management
Alabama
$11.5M +$31.8K +60 +0.3%
QCM
779
Quantinno Capital Management
New York
$11.4M +$2.08M +3,932 +22%
KFS
780
Kurt F. Somerville
$11.4M +$101K +190 +0.9%
MCM
781
Makena Capital Management
California
$11.4M -$2.59M -4,892 -19%
CBT
782
Central Bank & Trust
Kentucky
$11.3M +$13.3K +25 +0.1%
BSW
783
Buckingham Strategic Wealth
Missouri
$11.2M -$77.4K -146 -0.7%
BL
784
Balentine LLC
Georgia
$11.2M -$550K -1,038 -5%
PFS
785
Prospera Financial Services
Texas
$11.2M -$2.46M -4,648 -18%
WF
786
WoodTrust Financial
Wisconsin
$11.1M -$19.1K -36 -0.2%
S
787
SignatureFD
Georgia
$11.1M +$912K +1,721 +9%
AA
788
ALPS Advisors
Colorado
$11M -$698K -1,317 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
789
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11M -$47.3M -89,150 -81%
OPS
790
Orion Portfolio Solutions
Nebraska
$11M +$568K +1,072 +5%
CCM
791
Coldstream Capital Management
Washington
$10.9M +$10.9M +20,575 New
BFG
792
Berger Financial Group
Minnesota
$10.9M +$159K +299 +1%
GWM
793
Greenwich Wealth Management
Connecticut
$10.9M +$112K +211 +1%
ANBT
794
American National Bank & Trust
Texas
$10.8M +$311K +586 +3%
CIA
795
Covington Investment Advisors
Pennsylvania
$10.8M +$353K +665 +3%
KIA
796
KCM Investment Advisors
California
$10.8M +$1.81M +3,410 +20%
BIC
797
Beach Investment Counsel
Pennsylvania
$10.8M +$86.4K +163 +0.8%
AMBIA
798
Allen Mooney & Barnes Investment Advisors
Georgia
$10.8M +$279K +527 +3%
FHB
799
First Hawaiian Bank
Hawaii
$10.8M -$231K -436 -2%
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$10.7M -$85.9K -162 -0.8%
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32
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