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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 %
SEEDPG
1351
S.E.E.D. Planning Group
New York
$3.18M -$121K -240 -4%
TCA
1352
Transcend Capital Advisors
New Jersey
$3.17M -$18.2K -36 -0.6%
JAG
1353
Journey Advisory Group
Kentucky
$3.17M +$576K +1,140 +22%
WA
1354
Wealth Architects
California
$3.16M +$222K +439 +8%
NL
1355
NVWM LLC
Pennsylvania
$3.14M -$103K -204 -3%
PWPS
1356
Pinnacle Wealth Planning Services
Ohio
$3.14M -$34.8K -69 -1%
TAM
1357
Tealwood Asset Management
Minnesota
$3.14M -$40.9K -81 -1%
HPWM
1358
Highland Private Wealth Management
Washington
$3.13M +$171K +339 +6%
CAM
1359
Carret Asset Management
New York
$3.12M -$22.7K -45 -0.7%
CIM
1360
Caldwell Investment Management
Ontario, Canada
$3.12M -$627K -1,230 -17%
SFG
1361
SevenBridge Financial Group
Pennsylvania
$3.12M -$69.7K -138 -2%
PFG
1362
Peterson Financial Group
Iowa
$3.11M +$137K +272 +5%
CC
1363
Cipher Capital
New York
$3.11M +$3.11M +6,156 New
BMWM
1364
Brown Miller Wealth Management
Virginia
$3.08M +$141K +280 +5%
FHA
1365
Flagship Harbor Advisors
Massachusetts
$3.07M -$4.04K -8 -0.1%
APP
1366
Avantax Planning Partners
Iowa
$3.07M -$194K -385 -6%
NCGI
1367
Next Century Growth Investors
Minnesota
$3.07M +$30.3K +60 +1%
TW
1368
TrinityPoint Wealth
Connecticut
$3.06M -$63.6K -126 -2%
BIP
1369
Blueprint Investment Partners
North Carolina
$3.06M +$676K +1,338 +28%
CCT
1370
Capital City Trust
Florida
$3.04M -$1.01K -2 -0%
OAM
1371
Occidental Asset Management
California
$3.04M +$47.5K +94 +2%
GG
1372
Gofen & Glossberg
Illinois
$3.04M +$396K +784 +15%
MFS
1373
Monetta Financial Services
Illinois
$3.03M – – –
BS
1374
Boenning & Scattergood
Pennsylvania
$3.02M -$715K -1,416 -19%
FTC
1375
Farmers Trust Company
Ohio
$3.02M +$2.58M +5,111 +594%
53 54
55
56 57