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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 %
PA
1651
Paragon Advisors
Texas
$1.91M -$668K -1,260 -26%
HAIM
1652
Hunter Associates Investment Management
Pennsylvania
$1.91M -$13.3K -25 -0.7%
MFA
1653
Mayflower Financial Advisors
Massachusetts
$1.91M +$65.7K +124 +4%
CCM
1654
Cribstone Capital Management
Maine
$1.91M +$28.1K +53 +1%
FG
1655
Fiduciary Group
Georgia
$1.91M -$1.06K -2 -0.1%
GB
1656
Goepper Burkhardt
South Carolina
$1.9M +$14.3K +27 +0.8%
SRSA
1657
S.R. Schill & Associates
Washington
$1.89M -$74.2K -140 -4%
NWM
1658
Northcape Wealth Management
New York
$1.89M -$929K -1,753 -33%
III
1659
Independent Investors Inc
New York
$1.89M +$62K +117 +3%
HS
1660
Horan Securities
United States
$1.89M +$34.5K +65 +2%
WH
1661
Willner & Heller
California
$1.89M -$12.7K -24 -0.7%
LPIC
1662
LeJeune Puetz Investment Counsel
Michigan
$1.88M -$39.2K -74 -2%
QC
1663
Quent Capital
New York
$1.88M +$90.7K +171 +5%
KMWM
1664
Keudell/Morrison Wealth Management
Oregon
$1.88M -$99.7K -188 -5%
SIA
1665
Strategic Investment Advisors
Michigan
$1.87M +$92.8K +175 +5%
CL
1666
Choreo LLC
Illinois
$1.87M +$379K +715 +25%
BCA
1667
Bay Colony Advisors
Massachusetts
$1.86M +$55.1K +104 +3%
LCM
1668
Leisure Capital Management
California
$1.86M -$40.3K -76 -2%
SIP
1669
Scott Investment Partners
United Kingdom
$1.86M – – –
MWVC
1670
Morgens Waterfall Vintiadis & Co
New York
$1.86M – – –
AWM
1671
Aries Wealth Management
Maine
$1.85M +$4.77K +9 +0.3%
FCA
1672
FinTrust Capital Advisors
South Carolina
$1.84M -$345K -651 -16%
DWP
1673
Daymark Wealth Partners
Ohio
$1.84M +$1.84M +3,466 New
PA
1674
Paralel Advisors
Colorado
$1.84M +$1.84M +3,464 New
PI
1675
Pettee Investors
Connecticut
$1.83M -$29.2K -55 -2%
65 66
67
68 69