UNH icon

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 %
GWM
1201
GDS Wealth Management
Texas
$4.56M +$307K +579 +7%
TCA
1202
Trifecta Capital Advisors
Illinois
$4.56M +$4.56M +8,597 New
MYIA
1203
Mount Yale Investment Advisors
Colorado
$4.54M -$313K -590 -6%
FMB
1204
Field & Main Bank
Kentucky
$4.52M -$179K -337 -4%
BDS
1205
Banco de Sabadell
Florida
$4.51M -$296K -561 -6%
CB
1206
Community Bank
New York
$4.5M +$44K +83 +1%
LC
1207
Lavaca Capital
Texas
$4.47M +$2.56M +4,822 +134%
HI
1208
Handelsinvest Investeringsforvaltning
Denmark
$4.47M -$698K -1,317 -14%
Wolverine Trading
1209
Wolverine Trading
Illinois
$4.45M -$968K -1,825 -18%
V
1210
ViaWealth
Kansas
$4.45M +$4.45M +9,075 New
ACM
1211
Ayrshire Capital Management
Connecticut
$4.44M -$2.16M -4,080 -33%
LBWM
1212
Left Brain Wealth Management
Illinois
$4.44M +$4.44M +8,367 New
NIM
1213
Nicollet Investment Management
Minnesota
$4.43M -$67.9K -128 -2%
GI
1214
GS Investments
Minnesota
$4.42M -$366K -691 -8%
MBTD
1215
Mechanics Bank - Trust Department
California
$4.42M +$226K +427 +5%
WCA
1216
Westover Capital Advisors
Delaware
$4.41M +$374K +705 +9%
SSI
1217
Scott & Selber Inc
Texas
$4.41M +$2.65K +5 +0.1%
TA
1218
Townsend & Associates
Colorado
$4.41M -$140K -282 -3%
PWS
1219
Private Wealth Strategies
Ohio
$4.4M – – –
TAIM
1220
Te Ahumairangi Investment Management
New Zealand
$4.37M +$4.37M +8,240 New
SFG
1221
SNS Financial Group
Minnesota
$4.37M +$13.8K +26 +0.3%
BAAM
1222
Baker Avenue Asset Management
California
$4.36M -$39.2K -74 -0.9%
DWM
1223
Dorchester Wealth Management
Quebec, Canada
$4.36M -$787K -1,485 -15%
DGAM
1224
Desjardins Global Asset Management
Quebec, Canada
$4.35M -$4.62M -8,710 -52%
CHC
1225
City Holding Co
West Virginia
$4.34M +$142K +268 +3%
47 48
49
50 51