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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 %
PFBT
1626
Parkside Financial Bank & Trust
Missouri
$1.73M -$114K -221 -6%
LB
1627
Legacy Bridge
Iowa
$1.73M -$79.6K -155 -4%
WPW
1628
Warther Private Wealth
Ohio
$1.73M +$483K +934 +39%
DW
1629
Domani Wealth
Pennsylvania
$1.72M -$103K -200 -6%
BWP
1630
Baldwin Wealth Partners
Massachusetts
$1.72M – – –
CP
1631
CenterBook Partners
Connecticut
$1.71M +$976K +1,901 +133%
EWM
1632
Empirical Wealth Management
Washington
$1.71M -$235K -458 -12%
MWPCG
1633
Measured Wealth Private Client Group
New Hampshire
$1.71M +$97.6K +190 +6%
CF
1634
Centaurus Financial
California
$1.71M -$8.22K -16 -0.5%
BWM
1635
BigSur Wealth Management
Florida
$1.71M – – –
KFI
1636
Key Financial Inc
Pennsylvania
$1.71M -$137K -264 -7%
RA
1637
RiverPark Advisors
New York
$1.7M -$48.8K -95 -3%
SIM
1638
Sterling Investment Management
Arizona
$1.7M +$504K +981 +42%
IFWM
1639
Institute for Wealth Management
Colorado
$1.7M +$136K +265 +9%
LWM
1640
Ledge Wealth Management
Minnesota
$1.7M -$359K -699 -17%
CPR
1641
CSU Producer Resources
Ohio
$1.7M – – –
SWM
1642
SeaCrest Wealth Management
New York
$1.69M -$36.5K -71 -2%
BCAM
1643
Boston Common Asset Management
Massachusetts
$1.69M +$144K +280 +9%
LFDLE
1644
La Financiere de L'Echiquier
France
$1.69M +$1.69M +3,282 New
9WM
1645
9258 Wealth Management
Ohio
$1.68M +$92K +179 +6%
TWI
1646
Thomas White International
Illinois
$1.68M – – –
GA
1647
GoalVest Advisory
New York
$1.68M +$11.1K +22 +0.7%
HA
1648
Herold Advisors
New York
$1.68M +$48.8K +95 +3%
BBNA
1649
Bremer Bank National Association
Minnesota
$1.67M -$101K -196 -6%
VT
1650
Vise Technologies
New York
$1.67M +$383K +745 +30%
64 65
66
67 68