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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 %
DA
1551
Doliver Advisors
Texas
$2M -$564K -1,097 -22%
PIM
1552
Perpetual Investment Management
Australia
$2M -$191K -371 -9%
RW
1553
Rede Wealth
Virginia
$2M +$1.03K +2 +0.1%
KMWM
1554
Keudell/Morrison Wealth Management
Oregon
$1.99M -$169K -329 -8%
BL
1555
BFSG LLC
California
$1.99M +$38.5K +75 +2%
LP
1556
LMR Partners
United Kingdom
$1.99M -$1.26M -2,452 -39%
OIS
1557
Okabena Investment Services
Minnesota
$1.99M -$887K -1,727 -31%
SMC
1558
Smith, Moore & Co
Missouri
$1.98M +$162K +315 +9%
LFA
1559
Laraway Financial Advisors
Minnesota
$1.98M -$103K -200 -5%
HCM
1560
Highview Capital Management
Illinois
$1.97M +$64.7K +126 +3%
HA
1561
Harfst & Associates
Wyoming
$1.96M +$238K +464 +14%
IWM
1562
IHT Wealth Management
Illinois
$1.96M +$38.5K +75 +2%
FP
1563
Financial Perspectives
Minnesota
$1.96M +$1.03K +2 +0.1%
CIAS
1564
Capital Investment Advisory Services
North Carolina
$1.95M +$130K +254 +7%
FG
1565
Fiduciary Group
Georgia
$1.95M +$133K +249 +7%
FWA
1566
FOCUS Wealth Advisors
Texas
$1.95M +$6.17K +12 +0.3%
MMA
1567
Miracle Mile Advisors
California
$1.95M -$340K -662 -15%
VLC
1568
Van Leeuwen & Company
New Jersey
$1.94M +$10.8K +21 +0.6%
AL
1569
Aspiriant LLC
California
$1.94M +$3.08K +6 +0.2%
SC
1570
Sierra Capital
Florida
$1.94M -$27.7K -54 -1%
LTI
1571
Laffer Tengler Investments
Tennessee
$1.93M -$26.2K -51 -1%
NFG
1572
Nations Financial Group
Iowa
$1.92M -$39.6K -77 -2%
CL
1573
CPWM LLC
Washington
$1.91M +$201K +391 +12%
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$1.91M -$223K -434 -10%
BIA
1575
Benchmark Investment Advisors
Illinois
$1.91M +$13.9K +27 +0.7%
61 62
63
64 65