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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 %
BPCA
1076
Bank Pictet & Cie (Asia)
Singapore
$5.4M -$1.19M -2,311 -18%
FWM
1077
Fairhaven Wealth Management
Illinois
$5.39M -$81.1K -158 -1%
CAMG
1078
CWA Asset Management Group
Florida
$5.37M -$1.64M -3,201 -23%
WANY
1079
Wealthspire Advisors (New York)
New York
$5.36M +$1.38M +2,682 +35%
TVWM
1080
Tower View Wealth Management
Wisconsin
$5.35M -$174K -338 -3%
MC
1081
Moors & Cabot
Massachusetts
$5.35M -$28.2K -55 -0.5%
HAS
1082
HBW Advisory Services
California
$5.33M +$2.7M +5,256 +103%
WAS
1083
Wealth Advisory Solutions
Indiana
$5.32M -$741K -1,443 -12%
MWA
1084
Meridian Wealth Advisors
Texas
$5.3M -$161K -313 -3%
CC
1085
Constitution Capital
Connecticut
$5.29M +$411K +800 +8%
BAM
1086
Berkshire Asset Management
Pennsylvania
$5.29M -$500K -974 -9%
HI
1087
Harbour Investments
Wisconsin
$5.24M +$5.24M +10,210 New
HEIP
1088
Hudson Edge Investment Partners
New Jersey
$5.21M -$676K -1,316 -11%
MYIA
1089
Mount Yale Investment Advisors
Colorado
$5.21M +$76K +148 +1%
DPIM
1090
Duff & Phelps Investment Management
Illinois
$5.2M +$51.4K +100 +1%
SLG
1091
Stanley-Laman Group
Pennsylvania
$5.18M +$342K +665 +7%
SIG
1092
Sky Investment Group
Connecticut
$5.17M +$35.4K +69 +0.7%
NF
1093
Nikulski Financial
Iowa
$5.16M +$58K +113 +1%
LA
1094
Lindenwold Advisors
Pennsylvania
$5.15M +$59.6K +116 +1%
TCCM
1095
Timber Creek Capital Management
Massachusetts
$5.15M +$508K +990 +11%
IB
1096
Intrust Bank
Kansas
$5.15M +$66.8K +130 +1%
BS
1097
Bessemer Securities
New York
$5.14M – – –
OCM
1098
Olstein Capital Management
New York
$5.14M -$257K -500 -5%
CAM
1099
Centre Asset Management
New York
$5.14M +$1.55M +3,019 +43%
HI
1100
Handelsinvest Investeringsforvaltning
Denmark
$5.13M -$2.25M -4,372 -30%
42 43
44
45 46