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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 %
BCB
926
Brian C. Broderick
$7.85M +$227K +429 +3%
MCM
927
Mattern Capital Management
Colorado
$7.85M -$133K -250 -2%
HNW
928
High Note Wealth
Minnesota
$7.85M -$20.7K -39 -0.3%
CCA
929
Catalyst Capital Advisors
New York
$7.83M -$522K -985 -6%
EWM
930
Executive Wealth Management
Michigan
$7.82M +$4.18M +7,875 +115%
PAG
931
Private Advisory Group
Washington
$7.8M -$31.8K -60 -0.4%
NG
932
NatWest Group
United Kingdom
$7.79M -$139K -263 -2%
GCA
933
Guardian Capital Advisors
Ontario, Canada
$7.78M +$131K +264 +2%
AIP
934
Alapocas Investment Partners
Massachusetts
$7.78M -$371K -699 -5%
CAM
935
Cubic Asset Management
Massachusetts
$7.77M -$426K -804 -5%
AIM
936
Anchor Investment Management
South Carolina
$7.77M -$852K -1,607 -10%
LCM
937
Liberty Capital Management
Michigan
$7.75M +$11.7K +22 +0.2%
MA
938
Montag & Associates
Georgia
$7.75M +$512K +966 +7%
ST
939
Spinnaker Trust
Maine
$7.75M +$108K +203 +1%
IWA
940
Icon Wealth Advisors
Texas
$7.74M -$70K -132 -0.9%
SS
941
Simplicity Solutions
Minnesota
$7.73M +$156K +295 +2%
TI
942
Tidal Investments
Wisconsin
$7.71M -$2.75M -5,181 -26%
TCOV
943
Trust Company of Vermont
Vermont
$7.71M +$323K +610 +4%
CAM
944
Cozad Asset Management
Illinois
$7.7M -$258K -486 -3%
AI
945
Accredited Investors
Minnesota
$7.7M +$244K +460 +3%
KTM
946
Keeler Thomas Management
Utah
$7.69M -$316K -596 -4%
MMG
947
Monetary Management Group
Missouri
$7.69M -$215K -405 -3%
ICP
948
Ironvine Capital Partners
Nebraska
$7.68M +$1.22M +2,301 +19%
SDWIA
949
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.68M -$146K -276 -2%
BCM
950
BTC Capital Management
Iowa
$7.67M -$1.82M -3,429 -19%
36 37
38
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