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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 %
BCM
1576
Brasada Capital Management
Texas
$2.03M -$28.3K -56 -1%
CCA
1577
Cobblestone Capital Advisors
New York
$2.03M -$58.1K -115 -3%
CA
1578
Claro Advisors
Massachusetts
$2.03M – – –
BL
1579
BFSG LLC
California
$2.02M +$62.1K +123 +3%
BWA
1580
BDO Wealth Advisors
Florida
$2.02M – – –
VFM
1581
Viking Fund Management
North Dakota
$2.02M – – –
IFS
1582
Ifrah Financial Services
Arkansas
$2.01M -$8.08K -16 -0.4%
AWP
1583
Accretive Wealth Partners
New Jersey
$2.01M -$4.04K -8 -0.2%
DRD
1584
Dennis R. Delaney
$2M +$2M +3,969 New
AWE
1585
Avidian Wealth Enterprises
Texas
$1.99M -$3.54K -7 -0.2%
SIA
1586
Soltis Investment Advisors
Utah
$1.99M +$171K +338 +9%
LWCFA
1587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.98M -$43.4K -86 -2%
NSIM
1588
North Star Investment Management
Illinois
$1.98M – – –
KCM
1589
Karp Capital Management
California
$1.98M -$2.7M -5,347 -58%
CGA
1590
Crescent Grove Advisors
Illinois
$1.98M -$172K -341 -8%
CST
1591
Charles Schwab Trust
Nevada
$1.98M -$17.7K -35 -0.9%
AO
1592
Advisor OS
Illinois
$1.98M -$2.02K -4 -0.1%
RW
1593
Rede Wealth
Virginia
$1.98M +$13.6K +27 +0.7%
WIA
1594
Westbourne Investment Advisors
Maryland
$1.97M -$50.5K -100 -2%
SMC
1595
Smith, Moore & Co
Missouri
$1.97M +$25.3K +50 +1%
CFA
1596
Cahill Financial Advisors
Minnesota
$1.97M +$145K +288 +8%
CCM
1597
CTC Capital Management
Illinois
$1.97M +$1.97M +3,900 New
BFG
1598
Beacon Financial Group
Texas
$1.97M +$13.2K +26 +0.7%
DA
1599
Doliver Advisors
Texas
$1.97M -$1.52K -3 -0.1%
FG
1600
Fiduciary Group
Georgia
$1.96M -$33.2K -61 -2%
62 63
64
65 66