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UnitedHealth
UNH

Overview Fund Activity

3,144 hedge funds and large institutions have $435B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 1,280 increasing their positions, 1,213 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
+164
Holders Change %
+5.5%
% of All Funds
50.73%
Holding in Top 10
582
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.48%
% of All Funds
9.39%
New
327
Increased
1,280
Reduced
1,213
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.63B
2
Morgan Stanley
Morgan Stanley
New York
+$1B
3
Barclays
Barclays
United Kingdom
+$704M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$574M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$489M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.03B
2
Capital World Investors
Capital World Investors
California
-$1.34B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.04B
4
Sanders Capital
Sanders Capital
Florida
-$919M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$737M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
1601
Advisor OS
Illinois
$2.13M +$53.5K +101 +3%
FC
1602
FORA Capital
Florida
$2.12M +$2.12M +4,004 New
WP
1603
Waycross Partners
Kentucky
$2.12M -$265K -500 -11%
VFM
1604
Viking Fund Management
North Dakota
$2.12M – – –
CCA
1605
Cobblestone Capital Advisors
New York
$2.12M -$10.6K -20 -0.5%
IA
1606
IFG Advisory
Georgia
$2.12M -$274K -517 -11%
MWM
1607
Marion Wealth Management
Pennsylvania
$2.09M +$274K +517 +15%
MFG
1608
MidWestOne Financial Group
Iowa
$2.09M -$107K -201 -5%
WAP
1609
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$236K +445 +13%
NSIM
1610
North Star Investment Management
Illinois
$2.08M +$2.12K +4 +0.1%
PFG
1611
Peterson Financial Group
Iowa
$2.08M -$1.18M -2,228 -36%
CST
1612
Charles Schwab Trust
Nevada
$2.08M +$7.95K +15 +0.4%
BWA
1613
BDO Wealth Advisors
Florida
$2.08M -$42.4K -80 -2%
RW
1614
Rede Wealth
Virginia
$2.08M +$4.24K +8 +0.2%
MAG
1615
MRA Advisory Group
New Jersey
$2.06M +$275K +519 +15%
HCCM
1616
Hudson Canyon Capital Management
New York
$2.06M -$102K -193 -5%
DWM
1617
Darwin Wealth Management
Florida
$2.06M +$1.57M +3,209 +321%
AI
1618
AXS Investments
New York
$2.06M -$156K -294 -7%
SAM
1619
Sabadell Asset Management
Spain
$2.05M +$15.8K +32 +0.8%
PCH
1620
PGIM Custom Harvest
New Jersey
$2.05M +$2.05M +3,862 New
Verition Fund Management
1621
Verition Fund Management
Connecticut
$2.05M -$1.43M -2,698 -41%
IFS
1622
Ifrah Financial Services
Arkansas
$2.05M -$65.2K -123 -3%
FBFS
1623
First Business Financial Services
Wisconsin
$2.04M -$1.59K -3 -0.1%
VHAM
1624
Van Hulzen Asset Management
California
$2.04M +$4.24K +8 +0.2%
CCA
1625
Childress Capital Advisors
Texas
$2.03M +$12.7K +24 +0.6%
63 64
65
66 67