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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 %
BIA
1526
Benchmark Investment Advisors
Illinois
$2.25M +$374K +741 +20%
ACM
1527
Alta Capital Management
Utah
$2.24M +$16.2K +32 +0.7%
LOIM
1528
Liberty One Investment Management
Illinois
$2.24M -$113K -224 -5%
KJHP
1529
K.J. Harrison & Partners
Ontario, Canada
$2.23M +$1.01K +2 +0%
MP
1530
McDonald Partners
Ohio
$2.22M -$437K -865 -16%
FFG
1531
Frisch Financial Group
New York
$2.22M -$12.1K -24 -0.5%
CC
1532
Cypress Capital
Tennessee
$2.22M -$1.23M -2,432 -36%
WA
1533
WP Advisors
California
$2.21M +$31.3K +62 +1%
IAS
1534
IMA Advisory Services
Colorado
$2.21M -$665K -1,317 -23%
BFA
1535
Brendel Financial Advisors
New Hampshire
$2.21M -$16.7K -33 -0.7%
KA
1536
Kozak & Associates
Colorado
$2.21M +$26.5K +53 +1%
WKWM
1537
Walter & Keenan Wealth Management
Indiana
$2.2M +$33.8K +67 +2%
IGWM
1538
ICA Group Wealth Management
Colorado
$2.2M +$76.3K +151 +4%
WR
1539
WD Rutherford
Oregon
$2.2M -$32.8K -65 -1%
MIA
1540
MMBG Investment Advisors
Florida
$2.2M – – –
FPAS
1541
Focus Partners Advisor Solutions
Missouri
$2.19M -$680K -1,347 -24%
RHP
1542
Royal Harbor Partners
Texas
$2.19M -$113K -224 -5%
SWA
1543
Stratos Wealth Advisors
Ohio
$2.19M -$368K -728 -14%
JSP
1544
Jackson Square Partners
California
$2.18M +$14.1K +28 +0.7%
AWM
1545
Ameliora Wealth Management
Switzerland
$2.18M +$2.18M +4,356 New
SAM
1546
Sabadell Asset Management
Spain
$2.18M – – –
DA
1547
DCM Advisors
New York
$2.17M -$255K -505 -11%
CLOS
1548
Compagnie Lombard Odier SCmA
Switzerland
$2.16M -$1.65M -3,268 -43%
SWMG
1549
Signature Wealth Management Group
Georgia
$2.16M -$212K -420 -9%
FCA
1550
FinTrust Capital Advisors
South Carolina
$2.15M +$86.7K +166 +4%
60 61
62
63 64