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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 %
BRG
1426
Bay Rivers Group
Virginia
$2.99M +$165K +312 +6%
SWM
1427
Sendero Wealth Management
Texas
$2.97M -$533K -1,006 -15%
VCAM
1428
Van Cleef Asset Management
Ohio
$2.97M -$4.77K -9 -0.2%
DWA
1429
Dorsey Wright & Associates
California
$2.96M +$2.96M +5,586 New
FFS
1430
Founders Financial Securities
Maryland
$2.94M +$108K +203 +4%
GBT
1431
Grove Bank & Trust
Florida
$2.94M -$1.27M -2,392 -30%
VA
1432
Valmark Advisers
Ohio
$2.94M +$32.9K +62 +1%
FBT
1433
First Bankers Trust
Kentucky
$2.91M +$5.83K +11 +0.2%
PWM
1434
Perigon Wealth Management
California
$2.91M +$874K +1,649 +43%
DL
1435
DOHJ LLC
Washington
$2.91M -$33.9K -64 -1%
CCT
1436
Chemung Canal Trust
New York
$2.9M -$157K -296 -5%
MRCM
1437
M&R Capital Management
New Jersey
$2.9M +$1.59K +3 +0.1%
ST
1438
Smithfield Trust
Pennsylvania
$2.89M -$34.5K -65 -1%
AC
1439
Avestar Capital
New York
$2.86M -$213K -401 -7%
SWM
1440
Sugarloaf Wealth Management
Georgia
$2.84M -$252K -475 -8%
RCM
1441
Regency Capital Management
Hawaii
$2.84M -$35K -66 -1%
LWA
1442
Lineweaver Wealth Advisors
Ohio
$2.83M -$176K -331 -6%
RIA
1443
Realta Investment Advisors
Delaware
$2.83M +$49.8K +94 +2%
CWA
1444
Consilium Wealth Advisory
Texas
$2.83M +$30.2K +57 +1%
MIA
1445
MMBG Investment Advisors
Florida
$2.83M +$520K +980 +23%
RFM
1446
Royal Fund Management
Florida
$2.82M -$62.6K -118 -2%
IC
1447
Inscription Capital
Texas
$2.81M -$121K -228 -4%
FAIM
1448
Financial Advocates Investment Management
Washington
$2.81M +$995K +1,876 +55%
MIC
1449
Means Investment Company
Maine
$2.8M +$141K +266 +5%
WPC
1450
Wedmont Private Capital
Pennsylvania
$2.8M +$584K +1,192 +26%
56 57
58
59 60