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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 %
GW
1151
GW & Wade
Massachusetts
$4.82M +$53K +105 +1%
IHL
1152
Investment House LLC
California
$4.82M +$5.05K +10 +0.1%
RFN
1153
RDA Financial Network
Iowa
$4.8M +$298K +590 +7%
LA
1154
LexAurum Advisors
Kansas
$4.8M -$8.08K -16 -0.2%
BWS
1155
Buck Wealth Strategies
Colorado
$4.8M +$4.8M +9,515 New
GA
1156
Gateway Advisory
New Jersey
$4.8M +$484K +959 +11%
PPW
1157
PACK Private Wealth
Minnesota
$4.79M -$7.07K -14 -0.1%
BAM
1158
Berkshire Asset Management
Pennsylvania
$4.79M -$408K -807 -8%
JIP
1159
Jaffetilchin Investment Partners
Florida
$4.77M +$247K +489 +5%
JSMC
1160
Jess S. Morgan & Co
California
$4.76M +$51.5K +102 +1%
BS
1161
Bessemer Securities
New York
$4.74M -$317K -628 -6%
AWM
1162
Avior Wealth Management
Nebraska
$4.72M -$604K -1,197 -11%
NFC
1163
Northeast Financial Consultants
Connecticut
$4.71M +$304K +602 +7%
UAM
1164
Unison Asset Management
Florida
$4.71M +$47K +93 +1%
MMPW
1165
Mitchell McLeod Pugh & Williams
Alabama
$4.7M -$2.53K -5 -0.1%
NCM
1166
Nelson Capital Management
California
$4.67M -$33.3K -66 -0.7%
RAM
1167
Riggs Asset Management
Pennsylvania
$4.67M +$4.64M +9,194 +17,026%
SCM
1168
Sitrin Capital Management
California
$4.67M +$4.67M +9,247 New
AIA
1169
Affinity Investment Advisors
California
$4.66M -$900K -1,783 -16%
CAM
1170
Covenant Asset Management
New Jersey
$4.66M -$75.3K -149 -2%
RIM
1171
Regent Investment Management
Kentucky
$4.66M +$22.7K +45 +0.5%
TP
1172
Tranquility Partners
Tennessee
$4.66M +$1.52K +3 +0%
MCP
1173
Martin Capital Partners
Oregon
$4.63M +$191K +378 +4%
MYIA
1174
Mount Yale Investment Advisors
Colorado
$4.62M -$503K -996 -10%
BDS
1175
Banco de Sabadell
Florida
$4.6M +$60.6K +120 +1%
45 46
47
48 49