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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 %
CCM
1126
Carderock Capital Management
Maryland
$5.34M +$5.34M +10,077 New
PA
1127
PFG Advisors
Arizona
$5.34M +$1.04M +1,959 +24%
SHFP
1128
Second Half Financial Partners
Florida
$5.34M +$2.77M +5,552 +108%
WAS
1129
Wealth Advisory Solutions
Indiana
$5.34M -$133K -250 -2%
CWG
1130
Cornerstone Wealth Group
North Carolina
$5.33M -$105K -198 -2%
TAM
1131
Thematics Asset Management
France
$5.32M +$5.32M +10,030 New
GJIC
1132
Gamble Jones Investment Counsel
California
$5.31M -$424K -800 -7%
JWCA
1133
J.W. Coons Advisors
Ohio
$5.3M +$74.8K +141 +1%
TC
1134
Trium Capital
United Kingdom
$5.3M +$5.3M +9,987 New
CCG
1135
Chatham Capital Group
Georgia
$5.29M +$113K +213 +2%
CFGS
1136
Concourse Financial Group Securities
Alabama
$5.28M -$7.95K -15 -0.2%
BCA
1137
Bray Capital Advisors
Florida
$5.28M -$655K -1,236 -11%
Jacobs Levy Equity Management
1138
Jacobs Levy Equity Management
New Jersey
$5.27M +$596K +1,125 +13%
WPP
1139
Whalerock Point Partners
Rhode Island
$5.25M -$85.4K -161 -2%
PS
1140
Pensionfund Sabic
Netherlands
$5.25M – – –
QI
1141
Qtron Investments
Massachusetts
$5.25M +$177K +334 +3%
BDFN
1142
Bond & Devick Financial Network
Minnesota
$5.24M +$12.7K +24 +0.2%
LWM
1143
Laidlaw Wealth Management
New York
$5.21M +$83.2K +157 +2%
CAG
1144
Csenge Advisory Group
Florida
$5.21M -$402K -758 -7%
GA
1145
Gateway Advisory
New Jersey
$5.21M +$171K +322 +3%
VFA
1146
Valeo Financial Advisors
Indiana
$5.19M +$893K +1,684 +21%
GAG
1147
GM Advisory Group
New York
$5.18M +$2.65K +5 +0.1%
WSFS
1148
Wilmington Savings Fund Society
Delaware
$5.17M -$385K -727 -7%
HAS
1149
HBW Advisory Services
California
$5.17M -$315K -594 -6%
MC
1150
Moors & Cabot
Massachusetts
$5.16M -$262K -494 -5%
44 45
46
47 48