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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 %
P
976
Pitcairn
Pennsylvania
$6.86M -$270K -526 -4%
AWA
977
Arkadios Wealth Advisors
Georgia
$6.85M +$27.7K +54 +0.4%
Wolverine Trading
978
Wolverine Trading
Illinois
$6.79M -$195K -379 -3%
AP
979
Americana Partners
Texas
$6.77M +$4.38M +8,536 +183%
HSA
980
HBK Sorce Advisory
Pennsylvania
$6.72M -$1.2M -2,328 -15%
JAM
981
JCIC Asset Management
Ontario, Canada
$6.71M -$645K -1,255 -9%
DAC
982
Dividend Assets Capital
South Carolina
$6.71M -$220K -428 -3%
AAS
983
Annex Advisory Services
Wisconsin
$6.7M +$245K +476 +4%
RIM
984
Reliant Investment Management
Tennessee
$6.69M -$110K -215 -2%
PH
985
Pinnacle Holdings
Oklahoma
$6.68M +$72.4K +141 +1%
BTWM
986
Baker Tilly Wealth Management
Wisconsin
$6.66M -$640K -1,246 -9%
MWM
987
Marietta Wealth Management
Georgia
$6.65M -$232K -451 -3%
SS
988
Simplicity Solutions
Minnesota
$6.64M +$569K +1,108 +9%
TWM
989
Tradition Wealth Management
Minnesota
$6.6M +$131K +255 +2%
Kovitz Investment Group Partners
990
Kovitz Investment Group Partners
Illinois
$6.57M -$615K -1,197 -9%
SCM
991
Silvant Capital Management
Georgia
$6.56M – – –
IWC
992
Integrated Wealth Concepts
Massachusetts
$6.56M +$115K +223 +2%
BHWM
993
Bar Harbor Wealth Management
New Hampshire
$6.56M +$2.34M +4,555 +55%
GRP
994
Global Retirement Partners
California
$6.52M -$27.7K -54 -0.4%
CCA
995
Checchi Capital Advisers
California
$6.49M +$546K +1,006 +9%
ADL
996
Asset Dedication LLC
California
$6.48M +$252K +487 +4%
CG
997
Caprock Group
Idaho
$6.47M +$332K +646 +5%
NB
998
NBT Bank
New York
$6.4M -$6.68K -13 -0.1%
WPW
999
Waldron Private Wealth
Pennsylvania
$6.39M +$1.03M +2,004 +19%
HIS
1000
Horizon Investment Services
Indiana
$6.37M -$102K -199 -2%
38 39
40
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