UNH icon

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 %
1WA
1351
180 Wealth Advisors
Washington
$3.03M -$142K -274 -4%
PFG
1352
Peterson Financial Group
Iowa
$3.02M +$152K +295 +5%
HPWM
1353
Highland Private Wealth Management
Washington
$3.01M +$300K +584 +11%
JF
1354
Jump Financial
Illinois
$3.01M +$1.74M +3,385 +137%
PRWA
1355
Platte River Wealth Advisors
Colorado
$3.01M -$5.14K -10 -0.2%
RIA
1356
Richwood Investment Advisors
Ohio
$3M +$5.14K +10 +0.2%
BMWM
1357
Brown Miller Wealth Management
Virginia
$2.99M +$87.8K +171 +3%
WA
1358
Wealth Architects
California
$2.99M -$46.7K -91 -2%
NFG
1359
Northeast Financial Group
Pennsylvania
$2.97M +$32.4K +63 +1%
BIA
1360
Bigelow Investment Advisors
Maine
$2.96M +$39.5K +77 +1%
APWM
1361
Atlas Private Wealth Management
New York
$2.96M -$197K -383 -6%
WWA
1362
WCG Wealth Advisors
Nevada
$2.96M +$2.96M +5,766 New
EGA
1363
E&G Advisors
Texas
$2.95M +$77K +150 +3%
ST
1364
Somerset Trust
Pennsylvania
$2.95M +$62.7K +122 +2%
LWA
1365
Lineweaver Wealth Advisors
Ohio
$2.93M +$95.5K +186 +3%
IAS
1366
IMA Advisory Services
Colorado
$2.93M +$4.62K +9 +0.2%
FPAS
1367
Focus Partners Advisor Solutions
Missouri
$2.92M +$1.58M +3,068 +117%
CNC
1368
Canandaigua National Corp
New York
$2.92M -$537K -1,046 -16%
SWM
1369
Sugarloaf Wealth Management
Georgia
$2.91M -$146K -285 -5%
DCM
1370
Decatur Capital Management
Georgia
$2.91M – – –
AC
1371
Avestar Capital
New York
$2.9M -$1.72M -3,352 -37%
LHC
1372
Little House Capital
Massachusetts
$2.9M +$222K +432 +8%
FBT
1373
First Bankers Trust
Kentucky
$2.89M +$23.6K +46 +0.8%
ST
1374
Smithfield Trust
Pennsylvania
$2.89M +$37.5K +73 +1%
FMLI
1375
Fukoku Mutual Life Insurance
Japan
$2.89M -$95.6K -186 -3%
53 54
55
56 57