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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 %
CT
976
Chicago Trust
Illinois
$6.81M -$122K -241 -2%
TWM
977
Tradition Wealth Management
Minnesota
$6.8M +$311K +615 +5%
BI
978
Ballast Inc
Kentucky
$6.8M -$50.5K -100 -0.7%
VCWA
979
Vanguard Capital Wealth Advisors
Colorado
$6.8M +$13.1K +26 +0.2%
WCM
980
Wedge Capital Management
North Carolina
$6.75M -$916K -1,813 -12%
VPI
981
Value Partners Investments
Manitoba, Canada
$6.74M -$692K -1,368 -9%
AF
982
Arrow Financial
New York
$6.74M -$61.6K -122 -0.9%
MLL
983
Moody Lynn & Lieberson
Massachusetts
$6.66M +$2M +3,955 +43%
P
984
Pitcairn
Pennsylvania
$6.65M -$93.9K -186 -1%
DAS
985
Dynamic Advisor Solutions
Arizona
$6.65M -$270K -535 -4%
OIA
986
OneDigital Investment Advisors
Kansas
$6.63M +$2.39M +4,740 +57%
WFA
987
Wipfli Financial Advisors
Wisconsin
$6.63M +$6.63M +13,117 New
PH
988
Pinnacle Holdings
Oklahoma
$6.62M +$51.5K +102 +0.8%
BCM
989
Brookstone Capital Management
Illinois
$6.59M +$827K +1,655 +14%
ADL
990
Asset Dedication LLC
California
$6.58M +$167K +325 +3%
SCM
991
Stamina Capital Management
New York
$6.57M +$6.57M +13,000 New
TIM
992
Thompson Investment Management
Wisconsin
$6.52M -$689K -1,364 -10%
RIM
993
Reliant Investment Management
Tennessee
$6.5M -$77.8K -154 -1%
AAS
994
Annex Advisory Services
Wisconsin
$6.49M -$94.4K -187 -1%
AWA
995
Arkadios Wealth Advisors
Georgia
$6.44M -$292K -579 -4%
RI
996
Redwood Investments
Massachusetts
$6.44M +$5.94M +11,754 +1,187%
Kovitz Investment Group Partners
997
Kovitz Investment Group Partners
Illinois
$6.44M -$27.8K -55 -0.4%
MWM
998
Marietta Wealth Management
Georgia
$6.42M -$118K -233 -2%
BHWM
999
Bar Harbor Wealth Management
New Hampshire
$6.42M -$30.3K -60 -0.5%
CG
1000
Caprock Group
Idaho
$6.4M +$43.9K +87 +0.7%
38 39
40
41 42