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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 %
MSWM
851
Mader & Shannon Wealth Management
Missouri
$8.66M -$117K -228 -1%
SC
852
Stolper & Co
Oklahoma
$8.63M -$25.2K -49 -0.3%
SCM
853
Schnieders Capital Management
California
$8.59M +$131K +256 +2%
BBHC
854
Brown Brothers Harriman & Co
New York
$8.59M -$748K -1,457 -8%
DCM
855
Donaldson Capital Management
Indiana
$8.58M -$188K -366 -2%
WAM
856
Weatherly Asset Management
California
$8.58M -$193K -375 -2%
WIM
857
Waverton Investment Management
United Kingdom
$8.53M +$8.53M +16,601 New
AC
858
Arjuna Capital
North Carolina
$8.53M +$260K +507 +3%
ET
859
Equitable Trust
Tennessee
$8.52M -$788K -1,535 -8%
EFS
860
Essex Financial Services
Connecticut
$8.51M -$85.8K -167 -1%
TBA
861
Tower Bridge Advisors
Pennsylvania
$8.48M +$2.14M +4,173 +34%
MWM
862
Minot Wealth Management
Massachusetts
$8.47M -$18K -35 -0.2%
WC
863
Winmill & Co
New York
$8.46M – – –
MCWS
864
McKinley Carter Wealth Services
West Virginia
$8.43M -$29.3K -57 -0.3%
AF
865
Alerus Financial
North Dakota
$8.4M -$2.84M -5,531 -25%
CAM
866
Cozad Asset Management
Illinois
$8.4M -$326K -635 -4%
SBIA
867
Sheaff Brock Investment Advisors
Indiana
$8.37M -$658K -1,282 -7%
FIB
868
First Interstate Bank
Montana
$8.36M -$968K -1,885 -10%
STB
869
S&T Bank
Pennsylvania
$8.33M -$466K -907 -5%
CUAMC
870
China Universal Asset Management Company
China
$8.32M -$3.53M -6,873 -30%
QCM
871
Quantinno Capital Management
New York
$8.31M +$1.25M +2,424 +18%
AIM
872
Anchor Investment Management
South Carolina
$8.31M -$269K -523 -3%
PAG
873
Private Advisory Group
Washington
$8.29M +$404K +786 +5%
HCA
874
Harbour Capital Advisors
Virginia
$8.27M +$59.6K +116 +0.7%
SFS
875
Sowell Financial Services
Arkansas
$8.26M +$8.26M +16,081 New
33 34
35
36 37