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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 %
HBT
1476
Heartland Bank & Trust
Illinois
$2.31M +$68.8K +134 +3%
WP
1477
Waycross Partners
Kentucky
$2.31M – – –
REMPR
1478
Roof Eidam Maycock Peralta (REMP)
California
$2.31M +$5.14K +10 +0.2%
IGWM
1479
ICA Group Wealth Management
Colorado
$2.31M +$155K +283 +7%
RWP
1480
Revolve Wealth Partners
New Jersey
$2.3M +$69.8K +136 +3%
AWM
1481
Angeles Wealth Management
California
$2.3M +$369K +718 +19%
WF
1482
Welch & Forbes
Massachusetts
$2.29M +$45.2K +88 +2%
LPT
1483
Legacy Private Trust
Wisconsin
$2.29M -$364K -708 -14%
PAM
1484
Paradigm Asset Management
New York
$2.28M +$565K +1,100 +33%
CAC
1485
Certified Advisory Corp
Florida
$2.28M -$28.8K -56 -1%
KJHP
1486
K.J. Harrison & Partners
Ontario, Canada
$2.27M -$1.54M -2,993 -40%
WR
1487
WD Rutherford
Oregon
$2.27M +$36K +70 +2%
FFG
1488
Frisch Financial Group
New York
$2.27M +$3.6K +7 +0.2%
CWM
1489
Cordatus Wealth Management
Pennsylvania
$2.27M +$391K +761 +21%
BFA
1490
Brendel Financial Advisors
New Hampshire
$2.27M -$957K -1,863 -30%
DAM
1491
Deltec Asset Management
New York
$2.26M +$770K +1,500 +52%
ACM
1492
Alta Capital Management
Utah
$2.26M -$772K -1,503 -25%
CWMU
1493
Caliber Wealth Management (Utah)
Utah
$2.25M +$703K +1,369 +45%
KA
1494
Kozak & Associates
Colorado
$2.24M +$263K +512 +13%
MFG
1495
MidWestOne Financial Group
Iowa
$2.24M +$118K +229 +6%
AIM
1496
AMI Investment Management
Indiana
$2.24M -$127K -247 -5%
WP
1497
WealthShield Partners
North Carolina
$2.24M +$51.9K +101 +2%
MIA
1498
MMBG Investment Advisors
Florida
$2.23M +$122K +238 +6%
SSIM
1499
Sheets Smith Investment Management
Texas
$2.23M +$8.77K +16 +0.4%
MCM
1500
Manchester Capital Management
Vermont
$2.22M +$172K +335 +8%
58 59
60
61 62