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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 %
IA
1301
IFP Advisors
Florida
$3.49M +$290K +1,655 +9%
AC
1302
Abbrea Capital
California
$3.46M -$68.2K -135 -2%
JSL
1303
JT Stratford LLC
Georgia
$3.46M -$774K -1,532 -18%
DDC
1304
DF Dent & Co
Maryland
$3.44M +$139K +275 +4%
LWAC
1305
Laurel Wealth Advisors (California)
California
$3.43M +$38.9K +77 +1%
CB
1306
Cooke & Bieler
Pennsylvania
$3.42M -$52.4M -103,669 -94%
RB
1307
Renasant Bank
Mississippi
$3.41M -$172K -341 -5%
WCM
1308
Wunderlich Capital Managemnt
Tennessee
$3.41M +$26.3K +52 +0.8%
Harris Associates
1309
Harris Associates
Illinois
$3.4M -$75.7K -150 -2%
FFM
1310
Forum Financial Management
Illinois
$3.4M +$4.55K +9 +0.1%
PG
1311
Patten Group
Tennessee
$3.39M -$79.8K -158 -2%
AHIA
1312
Andrew Hill Investment Advisors
Florida
$3.39M +$3.39M +6,705 New
GAM
1313
Griffin Asset Management
New York
$3.38M – – –
PBT
1314
Pictet Bank & Trust
Bahamas
$3.38M -$2.16M -4,274 -39%
SIM
1315
Studio Investment Management
Illinois
$3.36M -$470K -930 -12%
CWM
1316
Chemistry Wealth Management
New York
$3.36M +$32.3K +64 +1%
SSWM
1317
Sheets Smith Wealth Management
North Carolina
$3.36M +$30.8K +61 +0.9%
SFO
1318
Stokes Family Office
Louisiana
$3.36M -$206K -408 -6%
GC
1319
Gratus Capital
Georgia
$3.35M +$2.37M +4,693 +241%
SWM
1320
Sendero Wealth Management
Texas
$3.34M -$194K -384 -5%
ACM
1321
Aubrey Capital Management
United Kingdom
$3.34M -$202K -400 -6%
LWMM
1322
Legacy Wealth Management (Mississippi)
Mississippi
$3.34M -$43.9K -87 -1%
JFGIW
1323
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.33M -$378K -695 -10%
CCM
1324
Condor Capital Management
New Jersey
$3.33M +$42.4K +84 +1%
EWM
1325
Elmwood Wealth Management
California
$3.32M +$53K +105 +2%
51 52
53
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