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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 %
VIM
1601
Vista Investment Management
Pennsylvania
$1.83M -$66.8K -130 -4%
AWA
1602
Alta Wealth Advisors
Massachusetts
$1.83M +$19.6K +38 +1%
GB
1603
Goepper Burkhardt
South Carolina
$1.82M – – –
GL
1604
Graypoint LLC
New York
$1.81M -$101K -196 -5%
FFBTD
1605
First Financial Bank - Trust Division
Ohio
$1.81M -$22.6K -44 -1%
HS
1606
Horan Securities
United States
$1.81M +$25.5K +49 +1%
WGCA
1607
Wolf Group Capital Advisors
Virginia
$1.81M -$304K -591 -14%
ARMT
1608
Amica Retiree Medical Trust
Rhode Island
$1.81M – – –
PI
1609
Pettee Investors
Connecticut
$1.8M +$36.5K +71 +2%
MCCP
1610
Mission Creek Capital Partners
California
$1.8M +$5.65K +11 +0.3%
SIP
1611
Scott Investment Partners
United Kingdom
$1.8M – – –
MWVC
1612
Morgens Waterfall Vintiadis & Co
New York
$1.8M – – –
JGGDR
1613
JGP Global Gestao de Recursos
Brazil
$1.8M -$11.8K -23 -0.7%
CCM
1614
Cribstone Capital Management
Maine
$1.79M +$17K +33 +1%
AWM
1615
Aries Wealth Management
Maine
$1.78M +$1.78M +3,463 New
OC
1616
Oakworth Capital
Alabama
$1.78M – – –
PWM
1617
Perigon Wealth Management
California
$1.77M +$124K +241 +8%
III
1618
Independent Investors Inc
New York
$1.77M – – –
BAMG
1619
Brand Asset Management Group
Missouri
$1.77M +$514 +1 +0%
MCIA
1620
Mountain Capital Investment Advisors
Colorado
$1.77M -$181K -352 -9%
TA
1621
TKG Advisors
Indiana
$1.77M +$1.77M +3,436 New
NL
1622
NWAM LLC
Washington
$1.75M +$39.5K +78 +2%
BW
1623
Bison Wealth
Georgia
$1.74M +$74.5K +145 +4%
MFA
1624
Mayflower Financial Advisors
Massachusetts
$1.74M +$44.2K +86 +3%
DWM
1625
Defined Wealth Management
Oregon
$1.73M – – –
63 64
65
66 67