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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 %
AFA
1426
Abacus FCF Advisors
Florida
$2.6M -$105K -204 -4%
AI
1427
AXS Investments
New York
$2.6M -$552K -1,075 -18%
SWA
1428
Stratos Wealth Advisors
Ohio
$2.6M -$128K -250 -5%
RPWA
1429
Regent Peak Wealth Advisors
Georgia
$2.58M -$94K -183 -4%
MIC
1430
Means Investment Company
Maine
$2.57M +$41.6K +81 +2%
AF
1431
Ally Financial
Michigan
$2.57M – – –
DWA
1432
Dorsey Wright & Associates
California
$2.56M +$2.56M +4,974 New
IWS
1433
Insight Wealth Strategies
California
$2.55M -$115K -224 -4%
TNBTD
1434
Trustmark National Bank Trust Department
Mississippi
$2.55M +$27.7K +54 +1%
MFG
1435
Magnus Financial Group
New York
$2.55M +$205K +400 +9%
TIA
1436
Trust Investment Advisors
Indiana
$2.55M -$13.9K -27 -0.5%
SS
1437
Sunbelt Securities
Texas
$2.54M -$148K -288 -5%
ICG
1438
InterOcean Capital Group
Tennessee
$2.53M +$1.78M +3,458 +235%
RCIM
1439
Red Cedar Investment Management
Michigan
$2.53M – – –
CCB
1440
Country Club Bank
Missouri
$2.53M +$137K +266 +6%
WI
1441
Wintrust Investments
Illinois
$2.52M +$107K +209 +4%
CSA
1442
Cottage Street Advisors
Massachusetts
$2.51M -$2.57K -5 -0.1%
ISL
1443
Ingalls & Snyder LLC
New York
$2.51M -$115K -224 -4%
HFM
1444
Hartford Financial Management
Connecticut
$2.5M -$247K -480 -9%
EF
1445
Empowered Funds
Pennsylvania
$2.49M -$1.77M -3,439 -42%
HIC
1446
Harvey Investment Company
Kentucky
$2.48M +$10.3K +20 +0.4%
T
1447
TOBAM
France
$2.48M +$150K +293 +6%
CCM
1448
Compton Capital Management
Rhode Island
$2.47M – – –
SLWA
1449
San Luis Wealth Advisors
California
$2.47M +$625K +1,217 +34%
DA
1450
DCM Advisors
New York
$2.47M +$81.8K +159 +3%
56 57
58
59 60