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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 %
AIA
1251
AIMZ Investment Advisors
California
$3.68M -$36.5K -71 -1%
VFA
1252
Valeo Financial Advisors
Indiana
$3.68M -$1.31M -2,559 -26%
RCWM
1253
Royal Capital Wealth Management
Indiana
$3.67M -$18K -35 -0.5%
CAM
1254
Cypress Asset Management
Texas
$3.67M -$198K -385 -5%
BB
1255
Berkshire Bank
Massachusetts
$3.65M +$83.7K +163 +2%
RB
1256
Renasant Bank
Mississippi
$3.65M +$318K +620 +10%
VBCG
1257
Valley Brook Capital Group
Pennsylvania
$3.64M +$12.8K +25 +0.4%
HCM
1258
HM Capital Management
Missouri
$3.64M +$19K +37 +0.5%
SC
1259
Sepio Capital
Utah
$3.63M +$127K +247 +4%
LC
1260
Legacy CG
Texas
$3.63M +$38K +74 +1%
HIP
1261
Harrell Investment Partners
Texas
$3.62M +$93K +181 +3%
SFO
1262
Stokes Family Office
Louisiana
$3.62M +$251K +489 +7%
AG
1263
Advocate Group
Minnesota
$3.61M +$3.61M +7,029 New
SAM
1264
Simplify Asset Management
Nevada
$3.6M +$2.1M +4,092 +140%
ACM
1265
Aubrey Capital Management
United Kingdom
$3.6M +$3.6M +7,000 New
DWM
1266
Doyle Wealth Management
Florida
$3.6M +$67.3K +131 +2%
SWM
1267
Sendero Wealth Management
Texas
$3.59M +$587K +1,143 +20%
AC
1268
Abbrea Capital
California
$3.59M +$81.7K +159 +2%
GCL
1269
Gouws Capital LLC
North Carolina
$3.58M +$82.2K +160 +2%
CAN
1270
Claraphi Advisory Network
United States
$3.57M +$261K +508 +8%
MWM
1271
Mattern Wealth Management
Kansas
$3.56M +$36K +70 +1%
MLFP
1272
MPS Loria Financial Planners
Illinois
$3.56M +$14.4K +28 +0.4%
ACM
1273
Ashford Capital Management
Delaware
$3.55M -$2.05K -4 -0.1%
PWP
1274
Principle Wealth Partners
Connecticut
$3.54M +$21.1K +41 +0.6%
Harris Associates
1275
Harris Associates
Illinois
$3.53M -$1.36M -2,641 -28%
49 50
51
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