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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 %
JWCA
1451
J.W. Cole Advisors
Florida
$2.46M -$292K -569 -11%
NWM
1452
Northcape Wealth Management
New York
$2.45M -$323K -628 -12%
LF
1453
Lee Financial
Texas
$2.44M +$30.8K +60 +1%
IA
1454
IAM Advisory
Pennsylvania
$2.44M +$37K +72 +2%
GWS
1455
Glassman Wealth Services
Virginia
$2.44M +$22.1K +43 +0.9%
HCM
1456
HMS Capital Management
Tennessee
$2.43M +$978K +1,905 +67%
BIP
1457
Blueprint Investment Partners
North Carolina
$2.42M +$614K +1,196 +34%
CWA
1458
Consilium Wealth Advisory
Texas
$2.42M +$54.4K +106 +2%
IC
1459
Intersect Capital
California
$2.41M +$450K +876 +23%
SWMG
1460
Signature Wealth Management Group
Georgia
$2.41M +$111K +217 +5%
TSWM
1461
Triangle Securities Wealth Management
North Carolina
$2.39M -$121K -236 -5%
OTPPB
1462
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.39M +$755K +1,470 +46%
PCS
1463
Personal CFO Solutions
New Jersey
$2.39M -$12.8K -25 -0.5%
CPO
1464
Cerity Partners OCIO
New York
$2.39M +$621K +1,209 +35%
JIC
1465
Joel Isaacson & Co
New York
$2.39M +$27.7K +54 +1%
PWP
1466
Perfromance Wealth Partners
Illinois
$2.38M -$28.8K -56 -1%
CASB
1467
Cape Ann Savings Bank
Massachusetts
$2.38M +$18K +35 +0.8%
CFM
1468
Coronation Fund Managers
South Africa
$2.37M -$12.8M -24,982 -84%
BFA
1469
Beaumont Financial Advisors
Massachusetts
$2.36M +$28.8K +56 +1%
BBL
1470
Beck Bode LLC
Massachusetts
$2.35M +$1.91M +3,720 +431%
VA
1471
Valmark Advisers
Ohio
$2.35M -$13.4K -26 -0.6%
AFS
1472
Aft Forsyth & Sober
Florida
$2.35M – – –
RHP
1473
Royal Harbor Partners
Texas
$2.34M +$834K +1,624 +55%
WA
1474
Waverly Advisors
Alabama
$2.32M +$206K +402 +10%
PA
1475
Paragon Advisors
Texas
$2.31M -$39.5K -77 -2%
57 58
59
60 61