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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 %
CLOS
1226
Compagnie Lombard Odier SCmA
Switzerland
$3.88M +$1.62M +3,159 +72%
B
1227
Bensler
Washington
$3.87M +$64.7K +126 +2%
AA
1228
Altman Advisors
Illinois
$3.87M -$9.64K -18 -0.2%
GWM
1229
GDS Wealth Management
Texas
$3.85M +$398K +775 +12%
HIM
1230
Harbour Investment Management
Washington
$3.82M -$82.2K -160 -2%
CWM
1231
Connecticut Wealth Management
Connecticut
$3.82M -$18K -35 -0.5%
MBTD
1232
Mechanics Bank - Trust Department
California
$3.81M +$155K +302 +4%
PPWP
1233
Proquility Private Wealth Partners
Nevada
$3.81M -$6.16K -12 -0.2%
DCM
1234
Delta Capital Management
New Jersey
$3.81M – – –
BS
1235
Boenning & Scattergood
Pennsylvania
$3.8M – – –
JWBC
1236
J.W. Burns & Co
New York
$3.78M +$594K +1,157 +19%
CIM
1237
Caldwell Investment Management
Ontario, Canada
$3.78M – – –
VFA
1238
Voya Financial Advisors
Connecticut
$3.77M +$129K +250 +4%
SSG
1239
Summit Securities Group
New York
$3.77M +$2.49M +4,843 +194%
BCM
1240
Barometer Capital Management
Ontario, Canada
$3.77M +$503K +990 +15%
BWM
1241
BNC Wealth Management
Oregon
$3.77M -$37K -72 -1%
RA
1242
RFG Advisory
Alabama
$3.76M +$1.54M +2,875 +69%
HVM
1243
Harvest Volatility Management
Connecticut
$3.75M +$327K +637 +10%
PA
1244
Procyon Advisors
Connecticut
$3.75M +$560K +1,091 +18%
WA
1245
Wealth Alliance
New York
$3.74M -$114K -222 -3%
TNA
1246
True North Advisors
Texas
$3.74M +$26.7K +52 +0.7%
HWM
1247
Hohimer Wealth Management
Washington
$3.73M -$2.05M -3,990 -35%
PRS
1248
Pinkerton Retirement Specialists
Idaho
$3.73M +$94.5K +184 +3%
SA
1249
Strategic Advisors
New York
$3.7M -$353K -687 -9%
TA
1250
TFG Advisers
Michigan
$3.7M +$53.9K +105 +1%
48 49
50
51 52