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UnitedHealth
UNH

Overview Fund Activity

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.06B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$567M
4
Jennison Associates
Jennison Associates
New York
+$529M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.12B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$670M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$620M
4
Capital World Investors
Capital World Investors
California
-$451M
5
Marshall Wace
Marshall Wace
United Kingdom
-$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
951
Blue Fin Capital
Rhode Island
$7.11M +$21.2K +42 +0.3%
MA
952
Mutual Advisors
Nebraska
$7.1M +$890K +1,762 +14%
AI
953
Accredited Investors
Minnesota
$7.1M -$9.09K -18 -0.1%
YWP
954
YorkBridge Wealth Partners
New York
$7.08M +$34.3K +68 +0.5%
MWM
955
Madison Wealth Management
Ohio
$7.07M +$186K +368 +3%
AF
956
Advisornet Financial
Minnesota
$7.06M -$108K -214 -2%
AC
957
Asio Capital
Kentucky
$7.05M +$40.9K +81 +0.6%
PCTC
958
Perkins Coie Trust Company
Washington
$7.05M +$10.1K +20 +0.1%
FC
959
Fulcrum Capital
Washington
$7.05M -$111K -219 -2%
TCOV
960
Trust Company of Vermont
Vermont
$7.04M +$87.9K +174 +1%
SCM
961
SOL Capital Management
Maryland
$7.03M -$188K -372 -3%
JAM
962
JCIC Asset Management
Ontario, Canada
$7.03M -$221K -398 -3%
CT
963
Colonial Trust
South Carolina
$7.02M +$7.02M +13,894 New
SFS
964
Sowell Financial Services
Arkansas
$7M -$1.12M -2,217 -14%
UIA
965
Ulland Investment Advisors
Minnesota
$7M -$10.1K -20 -0.1%
CPA
966
Capital Planning Advisors
California
$7M +$131K +260 +2%
KFP
967
KMG Fiduciary Partners
Ohio
$6.99M -$1.04M -2,054 -13%
SSB
968
Sandy Spring Bank
Maryland
$6.93M -$130K -257 -2%
MA
969
Montag & Associates
Georgia
$6.9M -$114K -225 -2%
BP
970
Ballentine Partners
Massachusetts
$6.89M +$776K +1,536 +13%
CUAMC
971
China Universal Asset Management Company
China
$6.87M -$1.31M -2,590 -16%
MSWM
972
Mader & Shannon Wealth Management
Missouri
$6.86M -$1.65M -3,269 -19%
TFS
973
Thoroughbred Financial Services
Tennessee
$6.82M +$19.7K +39 +0.3%
VCA
974
Verdence Capital Advisors
Maryland
$6.81M -$61.6K -122 -0.9%
AP
975
Americana Partners
Texas
$6.81M +$161K +320 +2%
37 38
39
40 41