UNH icon

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 %
HAIM
1626
Hunter Associates Investment Management
Pennsylvania
$1.84M -$12.6K -25 -0.7%
CAAS
1627
Capital Asset Advisory Services
Michigan
$1.83M +$255K +504 +16%
LPIC
1628
LeJeune Puetz Investment Counsel
Michigan
$1.83M – – –
LC
1629
Lavaca Capital
Texas
$1.83M +$6.09K +12 +0.3%
IP
1630
Investment Partners
Ohio
$1.82M +$659K +1,305 +57%
BFO
1631
Boston Family Office
Massachusetts
$1.81M -$54.1K -107 -3%
EWA
1632
EverSource Wealth Advisors
Alabama
$1.81M -$505 -1 -0%
LCM
1633
Leisure Capital Management
California
$1.81M -$3.54K -7 -0.2%
WE
1634
Wealth Effects
Massachusetts
$1.81M -$22.2K -44 -1%
WH
1635
Willner & Heller
California
$1.81M +$5.05K +10 +0.3%
KTC
1636
Kistler-Tiffany Companies
Pennsylvania
$1.81M -$73.2K -145 -4%
CG
1637
Corundum Group
Colorado
$1.81M -$15.2K -30 -0.8%
DS
1638
DRW Securities
Illinois
$1.8M +$737K +1,460 +69%
MCCP
1639
Mission Creek Capital Partners
California
$1.8M +$29.8K +59 +2%
BTI
1640
Blue Trust Inc
Georgia
$1.8M +$459K +893 +34%
GB
1641
Goepper Burkhardt
South Carolina
$1.79M – – –
AWA
1642
Alta Wealth Advisors
Massachusetts
$1.79M +$8.59K +17 +0.5%
CCM
1643
Cribstone Capital Management
Maine
$1.79M +$35.9K +71 +2%
LWM
1644
Ledge Wealth Management
Minnesota
$1.77M +$106K +210 +6%
PI
1645
Pettee Investors
Connecticut
$1.77M – – –
FIM
1646
Freedom Investment Management
Connecticut
$1.77M -$226K -448 -11%
WGCA
1647
Wolf Group Capital Advisors
Virginia
$1.77M -$8.59K -17 -0.5%
MWVC
1648
Morgens Waterfall Vintiadis & Co
New York
$1.77M – – –
SIP
1649
Scott Investment Partners
United Kingdom
$1.77M – – –
WAP
1650
Wealthcare Advisory Partners
Pennsylvania
$1.77M +$514K +1,018 +41%
64 65
66
67 68