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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 %
CIP
1226
Capital Insight Partners
Arizona
$4M +$108K +213 +3%
MBTD
1227
Mechanics Bank - Trust Department
California
$3.99M +$244K +484 +7%
UHC
1228
Union Heritage Capital
Michigan
$3.99M – – –
EP
1229
Eudaimonia Partners
Tennessee
$3.99M +$853K +1,689 +27%
WBC
1230
West Branch Capital
Massachusetts
$3.97M +$43.4K +86 +1%
MIC
1231
MU Investments Company
Japan
$3.96M – – –
RAM
1232
Roanoke Asset Management
New Jersey
$3.96M +$12.6K +25 +0.3%
CCM
1233
CAAS Capital Management
New York
$3.96M +$3.96M +7,831 New
AF
1234
Affiance Financial
Minnesota
$3.95M -$16.7K -33 -0.4%
PWMAG
1235
Pinnacle Wealth Management Advisory Group
New Jersey
$3.94M +$27.3K +54 +0.7%
SF
1236
Summit Financial
New Jersey
$3.94M +$761K +1,506 +24%
DCM
1237
Decatur Capital Management
Georgia
$3.93M +$1.07M +2,116 +37%
FLI
1238
Family Legacy Inc
South Carolina
$3.93M -$16.2K -32 -0.4%
PSB
1239
Piscataqua Savings Bank
New Hampshire
$3.92M -$32.8K -65 -0.8%
CWAG
1240
Compton Wealth Advisory Group
Virginia
$3.92M -$303K -599 -7%
FTDI
1241
First Trust Direct Indexing
Massachusetts
$3.91M +$32.8K +65 +0.8%
RMAM
1242
Raab & Moskowitz Asset Management
New Jersey
$3.91M +$46.5K +92 +1%
CIC
1243
Chase Investment Counsel
Virginia
$3.91M -$32.3K -64 -0.8%
SFA
1244
Sequoia Financial Advisors
Ohio
$3.89M -$798K -1,580 -17%
NP
1245
NorthRock Partners
Minnesota
$3.89M +$76.3K +151 +2%
SA
1246
Strategic Advisors
New York
$3.88M +$239K +473 +7%
JSC
1247
Jackson Square Capital
California
$3.87M -$138K -273 -3%
B
1248
Bensler
Washington
$3.87M +$56.1K +111 +1%
BG
1249
Bollard Group
Massachusetts
$3.87M +$6.57K +13 +0.2%
HIP
1250
Harrell Investment Partners
Texas
$3.86M +$297K +588 +8%
48 49
50
51 52