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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 %
MCP
1076
Mirador Capital Partners
California
$5.51M +$21.2K +42 +0.4%
USCWA
1077
U.S. Capital Wealth Advisors
Texas
$5.5M -$4.75M -9,401 -46%
BCM
1078
Buckhead Capital Management
Georgia
$5.49M +$84.8K +168 +2%
GJIC
1079
Gamble Jones Investment Counsel
California
$5.46M -$114K -225 -2%
GP
1080
Greenline Partners
New York
$5.46M – – –
CAL
1081
Capital Analysts LLC
Pennsylvania
$5.44M +$38.9K +77 +0.7%
ACM
1082
Aljian Capital Management
Nevada
$5.44M +$638K +1,255 +13%
BONST
1083
Bank of Nova Scotia Trust
Ontario, Canada
$5.43M -$84.9K -168 -2%
JWBC
1084
J.W. Burns & Co
New York
$5.42M +$1.71M +3,383 +46%
NC
1085
NBW Capital
Massachusetts
$5.41M +$85.9K +170 +2%
NIM
1086
Northeast Investment Management
Massachusetts
$5.4M +$837K +1,658 +18%
BONH
1087
Bank of New Hampshire
New Hampshire
$5.38M -$64.1K -127 -1%
CI
1088
CX Institutional
Indiana
$5.37M +$2.1M +4,160 +64%
TAM
1089
Trust Asset Management
Texas
$5.36M +$362K +717 +7%
CAG
1090
Csenge Advisory Group
Florida
$5.35M -$251K -496 -4%
BJL
1091
Brighton Jones LLC
Washington
$5.33M +$1.08M +2,137 +25%
SC
1092
Savant Capital
Illinois
$5.32M -$102K -202 -2%
WANY
1093
Wealthspire Advisors (New York)
New York
$5.3M +$29.8K +59 +0.6%
GCM
1094
Gunderson Capital Management
South Carolina
$5.3M +$5.3M +10,497 New
WSFS
1095
Wilmington Savings Fund Society
Delaware
$5.29M -$150K -297 -3%
AG
1096
AIA Group
Hong Kong
$5.29M -$3.39M -6,718 -39%
LA
1097
Legacy Advisors
Pennsylvania
$5.27M +$419K +829 +9%
HI
1098
Harbour Investments
Wisconsin
$5.24M – – –
TVWM
1099
Tower View Wealth Management
Wisconsin
$5.23M -$27.8K -55 -0.5%
HAS
1100
HBW Advisory Services
California
$5.22M -$21.7K -43 -0.4%
42 43
44
45 46