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UnitedHealth
UNH

Overview Fund Activity

2,948 hedge funds and large institutions have $462B invested in UnitedHealth in 2022 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,264 increasing their positions, 1,133 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,948
Holders Change
+58
Holders Change %
+2.01%
% of All Funds
46.65%
Holding in Top 10
442
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+20.77%
% of All Funds
6.99%
New
188
Increased
1,264
Reduced
1,133
Closed
93
Calls
$2.64B
Puts
$2.66B
Net Calls
-$23.8M
Net Calls Change
+$781M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$756M
3
Invesco
Invesco
Georgia
+$677M
4
Jennison Associates
Jennison Associates
New York
+$644M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$585M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.6B
2
LPC
Lone Pine Capital
Connecticut
-$730M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$686M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$684M
5
Barclays
Barclays
United Kingdom
-$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
826
Princeton Global Asset Management
New Jersey
$9.61M +$206K +404 +2%
BL
827
Balentine LLC
Georgia
$9.6M +$5.14M +10,080 +115%
ECM
828
ExodusPoint Capital Management
New York
$9.6M +$3.95M +7,744 +70%
IWA
829
IBEX Wealth Advisors
New Jersey
$9.59M +$2.12M +4,158 +28%
KCM
830
Kingdon Capital Management
New York
$9.54M +$9.54M +18,700 New
GVAG
831
Great Valley Advisor Group
Delaware
$9.51M +$306K +603 +3%
BFG
832
Berger Financial Group
Minnesota
$9.49M +$5M +9,802 +111%
AWP
833
Ascent Wealth Partners
New York
$9.49M +$1.28M +2,515 +16%
CFG
834
Cambridge Financial Group
Ohio
$9.35M -$1.33M -2,608 -12%
BSW
835
Buckingham Strategic Wealth
Missouri
$9.34M +$712K +1,396 +8%
AWM
836
Apollon Wealth Management
South Carolina
$9.34M +$33.1K +65 +0.4%
AI
837
Axiom Investors
Connecticut
$9.32M +$9.32M +18,282 New
BWA
838
Burt Wealth Advisors
Maryland
$9.3M -$151K -296 -2%
AF
839
Advisornet Financial
Minnesota
$9.29M +$28.6K +56 +0.3%
FMTC
840
Farmers & Merchants Trust Company
California
$9.28M -$267K -524 -3%
BBHC
841
Brown Brothers Harriman & Co
New York
$9.27M -$883K -1,731 -9%
FIB
842
First Interstate Bank
Montana
$9.26M +$2.18M +4,274 +31%
BCM
843
BTC Capital Management
Iowa
$9.24M -$798K -1,564 -8%
TFA
844
Toth Financial Advisory
Virginia
$9.24M +$72.9K +143 +0.8%
AWM
845
Axxcess Wealth Management
California
$9.24M +$661K +1,295 +8%
ET
846
Equitable Trust
Tennessee
$9.24M -$61.2K -120 -0.7%
JWM
847
Jackson Wealth Management
Florida
$9.23M -$710K -1,392 -7%
RIG
848
RiverFront Investment Group
Virginia
$9.23M +$1.03M +2,020 +13%
FFA
849
Fragasso Financial Advisors
Pennsylvania
$9.23M +$50.5K +99 +0.5%
LCC
850
Lincoln Capital Corp
Rhode Island
$9.22M +$229K +450 +3%
32 33
34
35 36