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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 %
BB
1476
Bell Bank
North Dakota
$2.67M -$47.7K -90 -2%
RCIM
1477
Red Cedar Investment Management
Michigan
$2.67M -$251K -474 -9%
CAN
1478
Claraphi Advisory Network
United States
$2.67M +$1.13M +2,130 +73%
WCA
1479
Waypoint Capital Advisors
Minnesota
$2.66M +$12.2K +23 +0.5%
FDS
1480
Freedom Day Solutions
Texas
$2.66M -$203K -383 -7%
MCM
1481
Manchester Capital Management
Vermont
$2.66M +$256K +482 +11%
CIC
1482
Chase Investment Counsel
Virginia
$2.65M -$1.45M -2,731 -35%
PM
1483
Prosight Management
Texas
$2.65M +$2.65M +5,000 New
CWM
1484
Chesapeake Wealth Management
Virginia
$2.65M +$173K +326 +7%
JFA
1485
JNBA Financial Advisors
Minnesota
$2.64M -$63.1K -119 -2%
WF
1486
Welch & Forbes
Massachusetts
$2.62M +$115K +217 +5%
SC
1487
Soundwatch Capital
Connecticut
$2.62M +$2.62M +127 New
CCB
1488
Country Club Bank
Missouri
$2.6M -$98.6K -186 -4%
AWAU
1489
Alliance Wealth Advisors (Utah)
Utah
$2.6M +$2.6M +4,907 New
CCM
1490
Consolidated Capital Management
California
$2.6M -$9.54K -18 -0.4%
AF
1491
Apexium Financial
Texas
$2.6M +$1.98M +3,733 +320%
IWS
1492
Insight Wealth Strategies
California
$2.58M -$55.1K -104 -2%
WPW
1493
Warther Private Wealth
Ohio
$2.58M -$74.2K -140 -3%
CA
1494
Continuum Advisory
Idaho
$2.58M -$394K -744 -13%
BWM
1495
Bulltick Wealth Management
Florida
$2.57M +$149K +281 +6%
TA
1496
TKG Advisors
Indiana
$2.56M +$148K +279 +6%
LF
1497
Lee Financial
Texas
$2.56M +$35K +66 +1%
SIAG
1498
Signet Investment Advisory Group
Rhode Island
$2.56M -$14.8K -28 -0.6%
TNBTD
1499
Trustmark National Bank Trust Department
Mississippi
$2.56M -$2.65K -5 -0.1%
KWA
1500
KCS Wealth Advisory
California
$2.55M +$30.8K +58 +1%
58 59
60
61 62