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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 %
IA
1326
IFP Advisors
Florida
$3.51M +$36.8K +211 +1%
LWMM
1327
Legacy Wealth Management (Mississippi)
Mississippi
$3.5M – – –
SFS
1328
Strategic Financial Services
New York
$3.5M -$291K -549 -8%
LCM
1329
Legato Capital Management
California
$3.5M +$3.5M +6,596 New
DDC
1330
DF Dent & Co
Maryland
$3.5M -$116K -218 -3%
SFP
1331
Shepherd Financial Partners
Massachusetts
$3.49M +$39.8K +75 +1%
HIC
1332
Hartline Investment Corp
Illinois
$3.49M +$2.92M +5,508 +517%
EWM
1333
Elmwood Wealth Management
California
$3.47M -$21.2K -40 -0.6%
AAM
1334
Arabesque Asset Management
United Kingdom
$3.47M +$991K +1,869 +40%
BIP
1335
Blueprint Investment Partners
North Carolina
$3.46M +$250K +471 +8%
OCA
1336
Otter Creek Advisors
Florida
$3.45M +$3.45M +6,500 New
NME
1337
Notis-McConarty Edward
$3.44M +$72.1K +136 +2%
JAG
1338
Journey Advisory Group
Kentucky
$3.43M +$109K +206 +3%
HFM
1339
Harvest Fund Management
China
$3.43M +$920K +1,736 +37%
SIM
1340
Studio Investment Management
Illinois
$3.43M -$104K -197 -3%
SI
1341
Shaker Investments
Ohio
$3.43M +$3.43M +6,462 New
WA
1342
Wealth Alliance
New York
$3.42M -$450K -849 -12%
PAM
1343
Paradigm Asset Management
New York
$3.42M +$1.17M +2,200 +52%
PGWM
1344
Parisi Gray Wealth Management
New Jersey
$3.41M +$1.6M +3,024 +89%
RPC
1345
Rossmore Private Capital
Connecticut
$3.41M -$10.1K -19 -0.3%
GG
1346
Gofen & Glossberg
Illinois
$3.4M +$207K +391 +6%
PG
1347
Patten Group
Tennessee
$3.39M -$168K -317 -5%
T
1348
TCWP
Ohio
$3.39M -$371K -699 -10%
IRAG
1349
Investment Research & Advisory Group
Georgia
$3.38M -$9.54K -18 -0.3%
OAM
1350
Occidental Asset Management
California
$3.37M +$176K +332 +6%
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