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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 %
GA
1576
GraniteShares Advisors
New York
$1.91M -$232K -452 -11%
BFG
1577
Beacon Financial Group
Texas
$1.9M -$8.41K -17 -0.4%
PIA
1578
Pinion Investment Advisors
Kansas
$1.9M +$24.7K +48 +1%
SCI
1579
Stableford Capital II
Arizona
$1.9M -$152K -284 -7%
BFO
1580
Boston Family Office
Massachusetts
$1.9M – – –
LFA
1581
Legacy Financial Advisors
Kentucky
$1.88M +$56K +109 +3%
HAIM
1582
Hunter Associates Investment Management
Pennsylvania
$1.88M +$337K +656 +22%
WE
1583
Wealth Effects
Massachusetts
$1.86M +$131K +255 +8%
LOIM
1584
Liberty One Investment Management
Illinois
$1.86M -$76.9K -192 -4%
CG
1585
CFO4Life Group
Texas
$1.86M -$54.5K -105 -3%
LPIC
1586
LeJeune Puetz Investment Counsel
Michigan
$1.86M – – –
CFA
1587
Cahill Financial Advisors
Minnesota
$1.86M +$13.9K +27 +0.8%
BCA
1588
Bay Colony Advisors
Massachusetts
$1.85M +$84.6K +156 +5%
CG
1589
Corundum Group
Colorado
$1.85M +$370K +720 +25%
WPC
1590
Wedmont Private Capital
Pennsylvania
$1.85M +$138K +269 +8%
Two Sigma Advisers
1591
Two Sigma Advisers
New York
$1.85M +$1.85M +3,600 New
FAIM
1592
Financial Advocates Investment Management
Washington
$1.85M +$546K +1,063 +42%
LCM
1593
Leisure Capital Management
California
$1.85M +$28.8K +56 +2%
SIA
1594
Soltis Investment Advisors
Utah
$1.85M +$951K +1,851 +106%
LC
1595
Lavaca Capital
Texas
$1.84M -$102K -198 -5%
EWA
1596
EverSource Wealth Advisors
Alabama
$1.84M +$529K +1,030 +40%
MSU
1597
Mizuho Securities USA
New York
$1.84M – – –
WH
1598
Willner & Heller
California
$1.83M +$34.4K +67 +2%
FWA
1599
FSM Wealth Advisors
Ohio
$1.83M +$1.83M +3,411 New
FMWA
1600
Forvis Mazars Wealth Advisors
Missouri
$1.83M +$269K +523 +17%
62 63
64
65 66