UNH icon

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 %
CFMC
1651
Curbstone Financial Management Corp
New Hampshire
$1.66M – – –
PCP
1652
Proficio Capital Partners
Massachusetts
$1.66M +$149K +290 +10%
SIA
1653
Strategic Investment Advisors
Michigan
$1.65M +$296K +576 +22%
KP
1654
Keel Point
Alabama
$1.65M -$15.6K -29 -0.9%
MWM
1655
Marion Wealth Management
Pennsylvania
$1.65M -$3.6K -7 -0.2%
ACM
1656
Ativo Capital Management
Illinois
$1.65M -$514 -1 -0%
IIM
1657
Intact Investment Management
Quebec, Canada
$1.65M -$1.13M -2,200 -41%
PTP
1658
Platform Technology Partners
New York
$1.65M +$12.3K +24 +0.8%
FCM
1659
Fourpath Capital Management
Oklahoma
$1.65M -$82.2K -160 -5%
SHGA
1660
Sand Hill Global Advisors
California
$1.65M +$317K +618 +24%
QC
1661
Quent Capital
New York
$1.65M +$60.6K +118 +4%
EWM
1662
Evermay Wealth Management
Virginia
$1.65M +$86.3K +168 +6%
MAG
1663
MRA Advisory Group
New Jersey
$1.65M -$514 -1 -0%
BMM
1664
Buffington Mohr McNeal
Idaho
$1.64M -$23.1K -45 -1%
BWM
1665
BCGM Wealth Management
Indiana
$1.64M +$25.5K +47 +2%
FCAG
1666
First Capital Advisors Group
New Jersey
$1.64M +$1.64M +3,184 New
EFSCE
1667
Enterprise Financial Services Corp (EFSC)
Missouri
$1.63M -$136K -264 -8%
CA
1668
Cambridge Advisors
Nebraska
$1.63M -$12.8K -25 -0.8%
EI
1669
Ellevest Inc
New York
$1.62M +$21.6K +42 +1%
MSFS
1670
Main Street Financial Solutions
Pennsylvania
$1.62M -$251K -488 -13%
CWS
1671
Confluence Wealth Services
Pennsylvania
$1.62M -$2.13K -4 -0.1%
FNWM
1672
Financial Network Wealth Management
Utah
$1.61M +$35.4K +69 +2%
MFC
1673
Mechanics Financial Corp
Ohio
$1.61M +$10.3K +20 +0.6%
FCA
1674
FLC Capital Advisors
California
$1.61M – – –
DIP
1675
DT Investment Partners
Pennsylvania
$1.61M +$221K +430 +16%
65 66
67
68 69