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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 %
EF
801
Empirical Finance
Pennsylvania
$9.86M -$118K -229 -1%
CBB
802
Citizens Business Bank
California
$9.86M -$627K -1,221 -6%
M
803
MOTCO
Texas
$9.83M -$87.3K -170 -0.9%
PWAG
804
Polaris Wealth Advisory Group
California
$9.8M +$8.76M +17,065 +849%
AWM
805
Axxcess Wealth Management
California
$9.77M +$462K +899 +5%
EW
806
Evoke Wealth
California
$9.76M -$649K -1,263 -6%
PGAM
807
Princeton Global Asset Management
New Jersey
$9.69M +$14.4K +28 +0.1%
GI
808
GAMCO Investors
Connecticut
$9.66M +$2.37M +4,618 +33%
AT
809
Arden Trust
Delaware
$9.65M -$537K -1,046 -5%
TI
810
Tidal Investments
Wisconsin
$9.62M -$598K -1,164 -6%
LCC
811
Lincoln Capital Corp
Rhode Island
$9.61M +$330K +643 +4%
OPS
812
Orion Portfolio Solutions
Nebraska
$9.6M -$1.32M -2,561 -12%
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$9.59M +$8.75M +17,042 +1,046%
IWA
814
IBEX Wealth Advisors
New Jersey
$9.57M -$88.3K -172 -0.9%
FFA
815
Fragasso Financial Advisors
Pennsylvania
$9.57M +$275K +536 +3%
TFA
816
Toth Financial Advisory
Virginia
$9.52M +$205K +399 +2%
Pacer Advisors
817
Pacer Advisors
Pennsylvania
$9.51M -$15.4M -29,947 -62%
HCM
818
Highline Capital Management
New York
$9.48M +$1.26M +2,444 +15%
AWP
819
Ascent Wealth Partners
New York
$9.46M +$186K +372 +2%
FMTC
820
Farmers & Merchants Trust Company
California
$9.42M +$70.4K +137 +0.8%
WIS
821
Wright Investors Service
Connecticut
$9.41M -$373K -726 -4%
AWM
822
Apollon Wealth Management
South Carolina
$9.41M +$4.11K +8 +0%
CWM
823
Chronos Wealth Management
Florida
$9.4M -$280K -545 -3%
S
824
SignatureFD
Georgia
$9.34M +$254K +494 +3%
NONA
825
Ninety One North America
New York
$9.31M -$9.01M -17,546 -49%
31 32
33
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