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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 %
ANBT
801
American National Bank & Trust
Texas
$10M -$225K -445 -2%
AMBIA
802
Allen Mooney & Barnes Investment Advisors
Georgia
$10M -$1.87M -3,698 -16%
RWM
803
Ritholtz Wealth Management
New York
$10M +$5.13M +10,159 +105%
CIA
804
Covington Investment Advisors
Pennsylvania
$9.99M +$30.3K +60 +0.3%
TPM
805
Triasima Portfolio Management
Quebec, Canada
$9.99M +$83.8K +166 +0.8%
TI
806
Tidal Investments
Wisconsin
$9.97M +$504K +997 +5%
OPS
807
Orion Portfolio Solutions
Nebraska
$9.95M +$511K +1,011 +5%
AAMA
808
Advanced Asset Management Advisors
Ohio
$9.93M +$42.9K +85 +0.4%
ACM
809
Advisors Capital Management
New Jersey
$9.9M +$2.7M +5,264 +38%
AWM
810
Apollon Wealth Management
South Carolina
$9.88M +$632K +1,252 +7%
MPA
811
Marvin & Palmer Associates
Delaware
$9.87M -$466K -923 -5%
TFA
812
Toth Financial Advisory
Virginia
$9.85M +$489K +969 +5%
KCM
813
Kingdon Capital Management
New York
$9.77M +$9.77M +19,349 New
S
814
SignatureFD
Georgia
$9.68M +$502K +994 +5%
ECM
815
Estabrook Capital Management
New York
$9.67M -$60.1K -119 -0.6%
PA
816
Profund Advisors
Maryland
$9.63M -$620K -1,227 -6%
LCC
817
Lincoln Capital Corp
Rhode Island
$9.61M +$155K +307 +2%
SWP
818
Stratos Wealth Partners
Ohio
$9.59M -$178K -352 -2%
PGAM
819
Princeton Global Asset Management
New Jersey
$9.52M -$10.1K -20 -0.1%
PWAG
820
Polaris Wealth Advisory Group
California
$9.45M -$63.4K -127 -0.7%
CT
821
Coastline Trust
Rhode Island
$9.4M +$2.64M +5,229 +39%
TC
822
Telemus Capital
Michigan
$9.4M -$532K -1,053 -5%
FIA
823
Foundations Investment Advisors
Arizona
$9.35M -$969K -1,918 -9%
HCM
824
Highline Capital Management
New York
$9.33M – – –
EW
825
Evoke Wealth
California
$9.31M -$286K -566 -3%
31 32
33
34 35