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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 %
GSB
1351
Greenfield Savings Bank
Massachusetts
$3.35M -$20.7K -39 -0.6%
APWM
1352
Atlas Private Wealth Management
New York
$3.35M +$220K +414 +7%
BC
1353
Burleson & Co
California
$3.35M +$282K +531 +9%
GWA
1354
Gibson Wealth Advisors
Texas
$3.34M +$3.28M +6,200 +6,200%
RCAG
1355
Rehmann Capital Advisory Group
Michigan
$3.33M -$3.71K -7 -0.1%
PF
1356
Phoenix Financial
Israel
$3.33M +$321K +605 +11%
SEEDPG
1357
S.E.E.D. Planning Group
New York
$3.32M -$17K -32 -0.5%
WA
1358
Wealth Architects
California
$3.3M -$14.3K -27 -0.4%
EHWM
1359
Eads & Heald Wealth Management
Georgia
$3.3M -$47.2K -89 -1%
SLWA
1360
San Luis Wealth Advisors
California
$3.3M +$422K +795 +15%
GAM
1361
Griffin Asset Management
New York
$3.29M -$256K -483 -7%
BCM
1362
Birch Capital Management
Texas
$3.28M -$166K -314 -5%
SVWAG
1363
Sound View Wealth Advisors Group
Georgia
$3.28M +$1.11M +2,111 +51%
CAM
1364
Carret Asset Management
New York
$3.28M – – –
SXL
1365
Summit X LLC
Missouri
$3.27M +$250K +487 +8%
FHA
1366
Flagship Harbor Advisors
Massachusetts
$3.26M +$35K +66 +1%
SFG
1367
SevenBridge Financial Group
Pennsylvania
$3.25M -$20.7K -39 -0.6%
BFW
1368
Brady Family Wealth
Missouri
$3.25M +$3.25M +6,134 New
CIM
1369
Caldwell Investment Management
Ontario, Canada
$3.25M – – –
BMWM
1370
Brown Miller Wealth Management
Virginia
$3.25M +$12.2K +23 +0.4%
SWP
1371
Strategic Wealth Partners
Ohio
$3.25M +$111K +209 +4%
NCM
1372
Northside Capital Management
Oregon
$3.24M +$439K +828 +16%
MIC
1373
MU Investments Company
Japan
$3.24M -$880K -1,660 -21%
NL
1374
NVWM LLC
Pennsylvania
$3.24M -$54.1K -102 -2%
IMCOOI
1375
Investment Management Corp of Ontario (IMCO)
Canada
$3.24M +$3.24M +6,109 New
53 54
55
56 57