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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 %
AAM
1501
Arabesque Asset Management
United Kingdom
$2.36M +$171K +339 +8%
RA
1502
Rational Advisors
New York
$2.36M +$294K +583 +14%
CWM
1503
Chesapeake Wealth Management
Virginia
$2.36M +$240K +476 +11%
CWM
1504
Circle Wealth Management
New Jersey
$2.35M -$247K -490 -10%
TIA
1505
Trust Investment Advisors
Indiana
$2.34M -$159K -315 -6%
WA
1506
Waverly Advisors
Alabama
$2.34M +$57.1K +113 +3%
JWCA
1507
J.W. Cole Advisors
Florida
$2.33M -$89.4K -177 -4%
RCM
1508
RB Capital Management
Nevada
$2.33M +$209K +414 +10%
TSWM
1509
Triangle Securities Wealth Management
North Carolina
$2.33M -$23.2K -46 -1%
CAC
1510
Certified Advisory Corp
Florida
$2.33M +$82.3K +163 +4%
BBL
1511
Beck Bode LLC
Massachusetts
$2.32M +$3.03K +6 +0.1%
PWP
1512
Perfromance Wealth Partners
Illinois
$2.31M -$26.8K -53 -1%
AFS
1513
Aft Forsyth & Sober
Florida
$2.31M – – –
BWM
1514
Bulltick Wealth Management
Florida
$2.3M +$2.03M +4,020 +744%
TA
1515
TKG Advisors
Indiana
$2.3M +$567K +1,122 +33%
CWMU
1516
Caliber Wealth Management (Utah)
Utah
$2.3M +$86.3K +171 +4%
MCM
1517
Manchester Capital Management
Vermont
$2.29M +$101K +199 +5%
KA
1518
Kovack Advisors
Florida
$2.29M -$758K -1,502 -25%
BFA
1519
Beaumont Financial Advisors
Massachusetts
$2.28M -$37.9K -75 -2%
RWP
1520
Revolve Wealth Partners
New Jersey
$2.28M +$21.2K +42 +0.9%
WPC
1521
Wedmont Private Capital
Pennsylvania
$2.28M +$462K +915 +25%
IA
1522
IFG Advisory
Georgia
$2.28M +$897K +1,776 +65%
GL
1523
Graypoint LLC
New York
$2.28M +$494K +978 +28%
WP
1524
Waycross Partners
Kentucky
$2.27M – – –
PCS
1525
Personal CFO Solutions
New Jersey
$2.25M -$99.5K -197 -4%
59 60
61
62 63