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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 %
PAG
976
Private Advisor Group
New Jersey
$7.26M -$24.9K -212 -0.3%
UIA
977
Ulland Investment Advisors
Minnesota
$7.23M -$113K -214 -2%
YWP
978
YorkBridge Wealth Partners
New York
$7.2M -$226K -426 -3%
LNC
979
Lincoln National Corp
Pennsylvania
$7.18M +$1.84M +3,465 +34%
VCWA
980
Vanguard Capital Wealth Advisors
Colorado
$7.17M +$30.8K +58 +0.4%
MS
981
Marshall & Sullivan
Washington
$7.17M -$625K -1,178 -8%
VPI
982
Value Partners Investments
Manitoba, Canada
$7.15M +$87.5K +165 +1%
AP
983
Americana Partners
Texas
$7.14M -$32.4K -61 -0.5%
GRP
984
Global Retirement Partners
California
$7.14M +$177K +333 +3%
KFP
985
KMG Fiduciary Partners
Ohio
$7.13M -$210K -397 -3%
ADL
986
Asset Dedication LLC
California
$7.13M +$268K +501 +4%
WCM
987
Wedge Capital Management
North Carolina
$7.12M +$36.6K +69 +0.5%
BAM
988
Belpointe Asset Management
Nevada
$7.07M +$707K +1,333 +11%
SFA
989
Sequoia Financial Advisors
Ohio
$7.06M +$2.98M +5,624 +73%
CT
990
Chicago Trust
Illinois
$7.06M -$91.2K -172 -1%
LC
991
Lindbrook Capital
California
$7.06M +$5.4M +10,181 +325%
PCA
992
Pallas Capital Advisors
Massachusetts
$6.97M -$75.4K -155 -1%
SFS
993
Sowell Financial Services
Arkansas
$6.97M -$382K -720 -5%
IA
994
Icon Advisers
Colorado
$6.96M -$1.11M -2,100 -14%
ET
995
Equitable Trust
Tennessee
$6.95M -$1.45M -2,736 -17%
P
996
Pitcairn
Pennsylvania
$6.89M -$90.1K -170 -1%
CG
997
Caprock Group
Idaho
$6.87M +$152K +286 +2%
BHWM
998
Bar Harbor Wealth Management
New Hampshire
$6.85M +$112K +211 +2%
RIM
999
Reliant Investment Management
Tennessee
$6.84M +$20.1K +38 +0.3%
IWC
1000
Integrated Wealth Concepts
Massachusetts
$6.84M +$120K +227 +2%
38 39
40
41 42