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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 %
DR
951
Davis Rea
Ontario, Canada
$7.21M -$91.6M -178,409 -93%
BFC
952
Blue Fin Capital
Rhode Island
$7.21M +$19K +37 +0.3%
ACM
953
Advisors Capital Management
New Jersey
$7.19M +$2.02M +3,932 +39%
SSB
954
Sandy Spring Bank
Maryland
$7.18M -$79.6K -155 -1%
YWP
955
YorkBridge Wealth Partners
New York
$7.16M -$684K -1,331 -9%
PCTC
956
Perkins Coie Trust Company
Washington
$7.16M +$28.2K +55 +0.4%
AC
957
Asio Capital
Kentucky
$7.13M +$178K +346 +3%
HIM
958
Hotaling Investment Management
Pennsylvania
$7.13M +$306K +596 +4%
MA
959
Montag & Associates
Georgia
$7.13M +$78.1K +152 +1%
UIA
960
Ulland Investment Advisors
Minnesota
$7.13M -$463K -902 -6%
TCOV
961
Trust Company of Vermont
Vermont
$7.07M +$114K +221 +2%
CT
962
Chicago Trust
Illinois
$7.05M +$44.2K +86 +0.6%
DAS
963
Dynamic Advisor Solutions
Arizona
$7.04M +$300K +584 +4%
SFFS
964
Stonehage Fleming Financial Services
Jersey
$7.03M +$145K +281 +2%
MWM
965
Madison Wealth Management
Ohio
$7M -$61.6K -120 -0.9%
VCA
966
Verdence Capital Advisors
Maryland
$6.99M -$173K -336 -2%
CPA
967
Capital Planning Advisors
California
$6.98M +$22.1K +43 +0.3%
BI
968
Ballast Inc
Kentucky
$6.97M -$151K -294 -2%
BCB
969
Brian C. Broderick
$6.95M -$5.14K -10 -0.1%
Jones Financial Companies
970
Jones Financial Companies
Missouri
$6.94M +$1.85M +3,610 +36%
AF
971
Arrow Financial
New York
$6.91M -$940K -1,831 -12%
TFS
972
Thoroughbred Financial Services
Tennessee
$6.91M +$428K +834 +7%
EWM
973
Executive Wealth Management
Michigan
$6.9M -$571K -1,111 -8%
VCWA
974
Vanguard Capital Wealth Advisors
Colorado
$6.9M +$22.6K +44 +0.3%
CT
975
Coastline Trust
Rhode Island
$6.87M +$280K +545 +4%
37 38
39
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