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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 %
HS
1651
Horan Securities
United States
$1.76M +$4.55K +9 +0.3%
MFA
1652
Mayflower Financial Advisors
Massachusetts
$1.76M +$52.5K +104 +3%
FFBTD
1653
First Financial Bank - Trust Division
Ohio
$1.76M -$24.8K -49 -1%
NL
1654
NWAM LLC
Washington
$1.76M +$12.6K +25 +0.7%
STA
1655
Summit Trail Advisors
New York
$1.75M +$223K +441 +15%
OC
1656
Oakworth Capital
Alabama
$1.75M – – –
BWM
1657
BCGM Wealth Management
Indiana
$1.75M +$107K +197 +7%
III
1658
Independent Investors Inc
New York
$1.74M +$1.52K +3 +0.1%
VIM
1659
Vista Investment Management
Pennsylvania
$1.73M -$62.1K -123 -3%
MWM
1660
Marion Wealth Management
Pennsylvania
$1.73M +$108K +213 +7%
EWM
1661
Empirical Wealth Management
Washington
$1.73M +$47K +93 +3%
ARMT
1662
Amica Retiree Medical Trust
Rhode Island
$1.73M -$51K -101 -3%
PGWM
1663
Parisi Gray Wealth Management
New Jersey
$1.73M -$1.5M -2,962 -46%
AIA
1664
Alera Investment Advisors
Illinois
$1.72M +$278K +550 +19%
BCA
1665
Bay Colony Advisors
Massachusetts
$1.72M -$6.06K -12 -0.4%
H6H
1666
Hightower 6M Holding
Kansas
$1.72M -$391K -775 -19%
Financial Engines Advisors
1667
Financial Engines Advisors
California
$1.71M +$526K +1,041 +44%
EWM
1668
Evermay Wealth Management
Virginia
$1.71M +$87.9K +174 +5%
DWM
1669
Defined Wealth Management
Oregon
$1.7M – – –
QC
1670
Quent Capital
New York
$1.7M +$83.8K +166 +5%
GA
1671
GraniteShares Advisors
New York
$1.7M -$175K -347 -9%
SIA
1672
Strategic Investment Advisors
Michigan
$1.7M +$71.7K +142 +4%
MCIA
1673
Mountain Capital Investment Advisors
Colorado
$1.69M -$92.6K -178 -5%
VLC
1674
Van Leeuwen & Company
New Jersey
$1.69M -$221K -437 -12%
IFWM
1675
Institute for Wealth Management
Colorado
$1.69M +$18.2K +36 +1%
65 66
67
68 69