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UnitedHealth
UNH

Overview Fund Activity

2,980 hedge funds and large institutions have $414B invested in UnitedHealth in 2022 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 1,236 increasing their positions, 1,212 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
51.53%
Holding in Top 10
603
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+4.87%
% of All Funds
10.43%
New
147
Increased
1,236
Reduced
1,212
Closed
76
Calls
$3.86B
Puts
$3.8B
Net Calls
+$64.3M
Net Calls Change
-$193M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.06B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$567M
4
Jennison Associates
Jennison Associates
New York
+$529M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$524M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.12B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$670M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$620M
4
Capital World Investors
Capital World Investors
California
-$451M
5
Marshall Wace
Marshall Wace
United Kingdom
-$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRAM
1451
Spouting Rock Asset Management
Pennsylvania
$2.61M -$9.09K -18 -0.3%
SHFP
1452
Second Half Financial Partners
Florida
$2.6M -$3.48M -6,898 -57%
CCB
1453
Country Club Bank
Missouri
$2.59M +$97.2K +191 +4%
MG
1454
Mather Group
Illinois
$2.59M +$1.04M +2,069 +68%
ICG
1455
InterOcean Capital Group
Tennessee
$2.59M +$101K +200 +4%
BB
1456
Bell Bank
North Dakota
$2.59M -$182K -361 -7%
MWA
1457
Moser Wealth Advisors
Washington
$2.58M – – –
CG
1458
Cutler Group
California
$2.58M -$2.98M -5,909 -54%
JFA
1459
JNBA Financial Advisors
Minnesota
$2.58M -$52.5K -104 -2%
OC
1460
Oarsman Capital
Wisconsin
$2.57M -$113K -223 -4%
IWS
1461
Insight Wealth Strategies
California
$2.55M – – –
MFG
1462
Magnus Financial Group
New York
$2.55M +$41.9K +83 +2%
MIC
1463
Means Investment Company
Maine
$2.54M +$7.58K +15 +0.3%
WP
1464
WealthShield Partners
North Carolina
$2.53M +$326K +646 +15%
WPW
1465
Warther Private Wealth
Ohio
$2.53M +$841K +1,665 +50%
WCA
1466
Waypoint Capital Advisors
Minnesota
$2.52M -$140K -278 -5%
CA
1467
CoreCap Advisors
Michigan
$2.5M +$366K +724 +17%
CCM
1468
Consolidated Capital Management
California
$2.49M +$2.49M +4,924 New
CSA
1469
Cottage Street Advisors
Massachusetts
$2.48M +$5.56K +11 +0.2%
OAM
1470
Oak Asset Management
California
$2.47M +$2.47M +4,886 New
PA
1471
Paragon Advisors
Texas
$2.46M +$184K +364 +8%
SIAG
1472
Signet Investment Advisory Group
Rhode Island
$2.45M -$136K -269 -5%
SS
1473
Sunbelt Securities
Texas
$2.45M -$47.5K -94 -2%
WI
1474
Wintrust Investments
Illinois
$2.45M -$27.8K -55 -1%
JIC
1475
Joel Isaacson & Co
New York
$2.45M +$106K +209 +4%
57 58
59
60 61