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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 %
MWM
1451
Modera Wealth Management
New Jersey
$2.8M -$530 -1 -0%
MW
1452
Marcum Wealth
Ohio
$2.79M +$49.8K +94 +2%
CS
1453
Cannell & Spears
New York
$2.78M -$61.5K -116 -2%
CP
1454
CenterBook Partners
Connecticut
$2.78M +$1.33M +2,504 +91%
CAMG
1455
CWA Asset Management Group
Florida
$2.76M -$3.04M -5,741 -52%
MLA
1456
My Legacy Advisors
Oregon
$2.76M +$31.6K +67 +1%
LFP
1457
Leeward Financial Partners
Washington
$2.76M -$59.9K -113 -2%
GWANC
1458
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.76M -$41.4K -78 -1%
MG
1459
Mather Group
Illinois
$2.75M +$31.3K +59 +1%
QT
1460
Quantbot Technologies
New York
$2.75M +$1.32M +2,496 +93%
STA
1461
Summit Trail Advisors
New York
$2.75M +$912K +1,720 +50%
SRAM
1462
Spouting Rock Asset Management
Pennsylvania
$2.74M – – –
MWA
1463
Moser Wealth Advisors
Washington
$2.71M – – –
T
1464
TOBAM
France
$2.71M +$142K +268 +6%
PBT
1465
Pictet Bank & Trust
Bahamas
$2.7M -$840K -1,585 -24%
VFA
1466
Voya Financial Advisors
Connecticut
$2.7M -$1.22M -2,295 -31%
DI
1467
DFPG Investments
Utah
$2.7M +$2.38M +4,819 +740%
AG
1468
Algert Global
California
$2.7M -$77.4K -146 -3%
MFG
1469
Magnus Financial Group
New York
$2.7M +$20.1K +38 +0.8%
CT
1470
Columbia Trust
Oregon
$2.69M -$201K -380 -7%
Marshall Wace
1471
Marshall Wace
United Kingdom
$2.69M -$67.5M -127,261 -96%
DWM
1472
Destination Wealth Management
California
$2.68M -$152K -287 -5%
CCWM
1473
Cassaday & Co Wealth Management
Virginia
$2.68M +$2.68M +5,051 New
SIA
1474
SkyView Investment Advisors
New Jersey
$2.68M -$137K -259 -5%
JIC
1475
Joel Isaacson & Co
New York
$2.67M +$97K +183 +4%
57 58
59
60 61