UNH icon

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 %
TCBWMS
801
Texas Capital Bank Wealth Management Services
Texas
$10.7M -$544K -1,026 -5%
GPTE
802
Generali Powszechne Towarzystwo Emerytalne
Poland
$10.7M – – –
STAS
803
Strong Tower Advisory Services
Minnesota
$10.6M -$3.71K -7 -0%
BCM
804
Bornite Capital Management
New York
$10.6M +$10.6M +20,000 New
AL
805
Arnhold LLC
New York
$10.6M – – –
AWM
806
Apollon Wealth Management
South Carolina
$10.6M +$213K +402 +2%
RBA
807
Richard Bernstein Advisors
New York
$10.5M -$1.6M -3,017 -13%
SBL
808
Sargent Bickham Lagudis
Colorado
$10.5M -$155K -293 -1%
M
809
MOTCO
Texas
$10.5M -$440K -829 -4%
AAMA
810
Advanced Asset Management Advisors
Ohio
$10.4M – – –
TFA
811
Toth Financial Advisory
Virginia
$10.4M +$52.5K +99 +0.5%
AWM
812
Axxcess Wealth Management
California
$10.4M -$401K -756 -4%
SWP
813
Stratos Wealth Partners
Ohio
$10.4M +$293K +553 +3%
PI
814
PEAK6 Investments
Illinois
$10.3M +$1.84M +3,466 +22%
WAS
815
WESPAC Advisors SoCal
California
$10.3M +$174K +328 +2%
PA
816
Profund Advisors
Maryland
$10.3M +$184K +347 +2%
ASN
817
Advisory Services Network
Georgia
$10.2M +$469K +884 +5%
SNB
818
Security National Bank
Nebraska
$10.2M -$550K -1,038 -5%
KPWS
819
Kestra Private Wealth Services
Texas
$10.1M -$822K -1,550 -7%
LCC
820
Lincoln Capital Corp
Rhode Island
$10.1M +$40.3K +76 +0.4%
PIM
821
Penobscot Investment Management
Massachusetts
$10.1M -$998K -1,883 -9%
FNBOO
822
First National Bank of Omaha
Nebraska
$10.1M -$1.29M -2,440 -11%
FCBT
823
First Citizens Bank & Trust
North Carolina
$10.1M -$3.12M -5,886 -24%
PGAM
824
Princeton Global Asset Management
New Jersey
$10M +$24.4K +46 +0.2%
PA
825
Parallel Advisors
California
$10M +$508K +958 +5%
31 32
33
34 35