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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 %
MHS
1401
M Holdings Securities
Oregon
$2.74M -$344K -670 -11%
LFP
1402
Leeward Financial Partners
Washington
$2.73M -$91.9K -179 -3%
OC
1403
Oarsman Capital
Wisconsin
$2.73M +$39K +76 +1%
ATI
1404
Act Two Investors
California
$2.72M -$63.2K -123 -2%
PWMG
1405
Prestige Wealth Management Group
New Jersey
$2.72M +$201K +391 +8%
NCM
1406
Northside Capital Management
Oregon
$2.72M – – –
GWANC
1407
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.72M +$1.03M +2,001 +61%
WCA
1408
Waypoint Capital Advisors
Minnesota
$2.71M -$37K -72 -1%
MP
1409
McDonald Partners
Ohio
$2.71M +$24.1K +47 +0.9%
GWSG
1410
GPS Wealth Strategies Group
Colorado
$2.7M -$197K -383 -7%
AG
1411
Algert Global
California
$2.7M -$304K -592 -10%
AJ
1412
Ashburton (Jersey)
Jersey
$2.7M -$187K -364 -6%
GG
1413
Gofen & Glossberg
Illinois
$2.69M -$106K -207 -4%
RIA
1414
Realta Investment Advisors
Delaware
$2.68M +$66.8K +129 +3%
DWM
1415
Destination Wealth Management
California
$2.68M +$2.37M +4,610 +765%
NC
1416
NinePointTwo Capital
California
$2.68M +$29.3K +57 +1%
JFA
1417
JNBA Financial Advisors
Minnesota
$2.67M +$176K +342 +7%
SRAM
1418
Spouting Rock Asset Management
Pennsylvania
$2.66M +$2.66M +5,182 New
MW
1419
Marcum Wealth
Ohio
$2.66M -$86.3K -168 -3%
ACS
1420
Archford Capital Strategies
Illinois
$2.65M +$165K +321 +7%
CWM
1421
Circle Wealth Management
New Jersey
$2.64M -$1.54K -3 -0.1%
SIAG
1422
Signet Investment Advisory Group
Rhode Island
$2.63M -$146K -285 -5%
MCC
1423
Malaga Cove Capital
California
$2.62M -$3.59K -7 -0.1%
MWA
1424
Moser Wealth Advisors
Washington
$2.62M – – –
SW
1425
Solidarity Wealth
Utah
$2.61M -$2.88M -5,318 -52%
55 56
57
58 59