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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 %
GCA
901
Guardian Capital Advisors
Ontario, Canada
$7.89M -$54.3K -108 -0.7%
AIP
902
Alapocas Investment Partners
Massachusetts
$7.88M +$63.2K +123 +0.8%
S
903
SimplyRich
California
$7.86M – – –
ECML
904
Eagle Capital Management (Louisiana)
Louisiana
$7.86M -$33.9K -66 -0.4%
ECM
905
Element Capital Management
New York
$7.85M +$2.62M +5,094 +50%
ST
906
Spinnaker Trust
Maine
$7.84M +$186K +363 +2%
KWM
907
Kingsview Wealth Management
Oregon
$7.83M +$2.14M +4,159 +38%
IA
908
Icon Advisers
Colorado
$7.82M – – –
WCM
909
Wedge Capital Management
North Carolina
$7.8M -$938K -1,827 -11%
KTM
910
Keeler Thomas Management
Utah
$7.79M +$753K +1,465 +11%
RCP
911
Rothschild Capital Partners
New York
$7.79M – – –
SCA
912
Stokes Capital Advisors
South Carolina
$7.76M +$136K +265 +2%
ACM
913
Alcosta Capital Management
California
$7.73M -$6.68K -13 -0.1%
MMG
914
Monetary Management Group
Missouri
$7.73M +$408K +795 +6%
BDF
915
Balasa Dinverno & Foltz
$7.7M +$659K +1,283 +9%
HNW
916
High Note Wealth
Minnesota
$7.66M +$1.19M +2,315 +18%
WI
917
WBI Investments
New Jersey
$7.65M +$2.31M +4,589 +43%
MS
918
Marshall & Sullivan
Washington
$7.64M -$74K -144 -1%
ANTB
919
AMG National Trust Bank
Colorado
$7.63M -$197K -365 -3%
SAM
920
Smithbridge Asset Management
Pennsylvania
$7.62M +$39K +76 +0.5%
SP
921
Symmetry Partners
Connecticut
$7.6M -$235K -457 -3%
ETC
922
Exchange Traded Concepts
Oklahoma
$7.6M -$307K -597 -4%
SDWIA
923
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.58M +$1.35M +2,631 +22%
TH
924
TCTC Holdings
Texas
$7.58M -$52.9K -103 -0.7%
CW
925
CreativeOne Wealth
Kansas
$7.57M +$821K +1,598 +12%
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37
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