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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 %
VT
1601
Vise Technologies
New York
$1.95M +$310K +614 +19%
NFG
1602
Nations Financial Group
Iowa
$1.95M +$59.1K +117 +3%
CCA
1603
Childress Capital Advisors
Texas
$1.95M -$46.5K -91 -2%
FBFS
1604
First Business Financial Services
Wisconsin
$1.95M -$102K -202 -5%
PWM
1605
Perigon Wealth Management
California
$1.94M +$199K +394 +11%
VHAM
1606
Van Hulzen Asset Management
California
$1.94M -$33.8K -67 -2%
LTI
1607
Laffer Tengler Investments
Tennessee
$1.94M +$37.4K +74 +2%
HJMC
1608
Hellman Jordan Management Company
Massachusetts
$1.93M +$922K +1,826 +91%
AWM
1609
Aries Wealth Management
Maine
$1.93M +$7.77K +14 +0.4%
BFM
1610
Boothbay Fund Management
New York
$1.93M +$1.93M +3,815 New
LFA
1611
Legacy Financial Advisors
Kentucky
$1.92M +$74.2K +147 +4%
LFA
1612
Laraway Financial Advisors
Minnesota
$1.91M -$20.1K -40 -1%
FWA
1613
FOCUS Wealth Advisors
Texas
$1.9M -$13.6K -27 -0.7%
SC
1614
Sierra Capital
Florida
$1.89M -$10.1K -20 -0.5%
WCM
1615
Washburn Capital Management
Florida
$1.89M -$90.4K -179 -5%
IAIM
1616
International Assets Investment Management
Florida
$1.89M +$53.5K +106 +3%
KMWM
1617
Keudell/Morrison Wealth Management
Oregon
$1.88M -$78.8K -156 -4%
SRSA
1618
S.R. Schill & Associates
Washington
$1.87M +$327K +648 +21%
FWA
1619
FSM Wealth Advisors
Ohio
$1.87M +$144K +286 +8%
PCM
1620
Prelude Capital Management
New York
$1.86M +$1.86M +3,689 New
SCI
1621
Stableford Capital II
Arizona
$1.86M -$35.8K -67 -2%
QAM
1622
Q3 Asset Management
Michigan
$1.85M +$1.85M +3,650 New
PIM
1623
Perpetual Investment Management
Australia
$1.84M -$119K -235 -6%
CG
1624
CFO4Life Group
Texas
$1.84M +$34.3K +68 +2%
SSG
1625
Summit Securities Group
New York
$1.84M -$1.87M -3,702 -50%
63 64
65
66 67