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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 %
RA
1501
RFG Advisory
Alabama
$2.55M -$878K -1,859 -26%
IA
1502
IAM Advisory
Pennsylvania
$2.55M +$23.9K +45 +0.9%
SMC
1503
Smith, Moore & Co
Missouri
$2.53M +$461K +870 +22%
HJMC
1504
Hellman Jordan Management Company
Massachusetts
$2.53M +$499K +942 +25%
FP
1505
Financial Perspectives
Minnesota
$2.53M +$5.83K +11 +0.2%
HA
1506
Harfst & Associates
Wyoming
$2.52M -$10.1K -19 -0.4%
SS
1507
Sunbelt Securities
Texas
$2.52M -$55.7K -105 -2%
HIC
1508
Harvey Investment Company
Kentucky
$2.51M -$21.2K -40 -0.8%
FA
1509
Fiducient Advisors
Illinois
$2.51M +$2.27M +4,280 +943%
NFG
1510
Northeast Financial Group
Pennsylvania
$2.51M -$565K -1,066 -18%
CASB
1511
Cape Ann Savings Bank
Massachusetts
$2.51M +$29.7K +56 +1%
ISL
1512
Ingalls & Snyder LLC
New York
$2.51M -$12.7K -24 -0.5%
ATI
1513
Act Two Investors
California
$2.5M -$2.12K -4 -0.1%
IAIM
1514
International Assets Investment Management
Florida
$2.5M +$2.47M +279,597 +7,486%
AWM
1515
Accurate Wealth Management
Florida
$2.49M +$1.65M +3,386 +195%
CAC
1516
Certified Advisory Corp
Florida
$2.49M +$45.1K +85 +2%
RCM
1517
RB Capital Management
Nevada
$2.47M +$26K +49 +1%
JSL
1518
JT Stratford LLC
Georgia
$2.47M -$1.15M -2,174 -32%
GP
1519
Geneva Partners
Wisconsin
$2.47M -$938K -1,769 -27%
RWP
1520
Revolve Wealth Partners
New Jersey
$2.47M +$75.3K +142 +3%
TIA
1521
Trust Investment Advisors
Indiana
$2.47M +$8.48K +16 +0.3%
AWM
1522
Angeles Wealth Management
California
$2.45M -$64.7K -122 -3%
BL
1523
BFSG LLC
California
$2.45M +$329K +620 +15%
OC
1524
Oarsman Capital
Wisconsin
$2.45M -$250K -472 -9%
PWP
1525
Perfromance Wealth Partners
Illinois
$2.44M +$14.8K +28 +0.6%
59 60
61
62 63