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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 %
FDS
1376
Freedom Day Solutions
Texas
$2.88M -$115K -224 -4%
VCAM
1377
Van Cleef Asset Management
Ohio
$2.88M -$71.9K -140 -2%
WP
1378
WealthSource Partners
California
$2.88M -$307K -597 -10%
NED
1379
Nancy E. Dempze
$2.86M -$261K -508 -8%
BC
1380
Burleson & Co
California
$2.85M -$49.8K -97 -2%
MLA
1381
My Legacy Advisors
Oregon
$2.85M +$267K +516 +10%
BRG
1382
Bay Rivers Group
Virginia
$2.84M +$137K +267 +5%
GSC
1383
G&S Capital
Colorado
$2.83M +$2.83M +5,515 New
KWA
1384
KCS Wealth Advisory
California
$2.83M +$28.3K +55 +1%
SIA
1385
SkyView Investment Advisors
New Jersey
$2.83M +$10.3K +20 +0.4%
BB
1386
Bell Bank
North Dakota
$2.82M +$451K +878 +19%
CCM
1387
Cox Capital Management
Massachusetts
$2.82M -$2.29M -4,464 -45%
FFS
1388
Founders Financial Securities
Maryland
$2.82M -$9.25K -18 -0.3%
MFG
1389
Menard Financial Group
Texas
$2.81M -$166K -324 -6%
RP
1390
Rice Partnership
Hawaii
$2.8M +$2.56M +4,990 +1,085%
MRCM
1391
M&R Capital Management
New Jersey
$2.78M -$23.6K -46 -0.8%
WAM
1392
WealthTrust Asset Management
Florida
$2.78M +$985K +1,917 +55%
ASGS
1393
Alpha Square Group S
New York
$2.77M +$2.77M +5,400 New
CT
1394
Columbia Trust
Oregon
$2.77M -$44.7K -87 -2%
5L
1395
55I LLC
Massachusetts
$2.76M +$1.79M +3,494 +186%
CS
1396
Cannell & Spears
New York
$2.76M – – –
DL
1397
DOHJ LLC
Washington
$2.75M -$124K -242 -4%
MWM
1398
Modera Wealth Management
New Jersey
$2.75M -$10.8K -21 -0.4%
JAG
1399
Journey Advisory Group
Kentucky
$2.75M +$488K +912 +22%
HWMA
1400
Heritage Wealth Management (Arizona)
Arizona
$2.74M -$913K -1,777 -25%
54 55
56
57 58