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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 %
THWM
1676
Taylor Hoffman Wealth Management
Virginia
$1.6M – – –
TA
1677
Tiedemann Advisors
New York
$1.6M -$187K -364 -10%
DFA
1678
Delta Financial Advisors
Louisiana
$1.6M +$5.65K +11 +0.4%
CAAS
1679
Capital Asset Advisory Services
Michigan
$1.6M +$39K +76 +2%
CCG
1680
Ceeto Capital Group
Florida
$1.59M -$257K -500 -14%
IMOV
1681
Investment Management of Virginia
Virginia
$1.59M – – –
TRIA
1682
Trail Ridge Investment Advisors
Colorado
$1.59M +$1.54K +3 +0.1%
ZIG
1683
Zullo Investment Group
Pennsylvania
$1.58M – – –
GWM
1684
Gitterman Wealth Management
New Jersey
$1.58M -$75.9K -147 -5%
ACA
1685
Atlas Capital Advisors
Wyoming
$1.58M -$283K -551 -15%
MG
1686
Mather Group
Illinois
$1.57M -$3.6M -7,008 -70%
WSCM
1687
Wellington Shields Capital Management
New York
$1.57M -$572K -1,113 -27%
CFS
1688
CRA Financial Services
New Jersey
$1.57M -$26.7K -52 -2%
SRSA
1689
S.R. Schill & Associates
Washington
$1.57M +$1.03K +2 +0.1%
PP
1690
PDS Planning
Ohio
$1.57M -$40.1K -78 -2%
GPA
1691
Garrison Point Advisors
California
$1.57M -$10.3K -20 -0.7%
SFWA
1692
Summit Financial Wealth Advisors
Louisiana
$1.57M +$99K +187 +7%
RIL
1693
Rothschild Investment LLC
Illinois
$1.57M – – –
BOPW
1694
Brandywine Oak Private Wealth
Pennsylvania
$1.57M -$71.9K -140 -4%
CWC
1695
Carolinas Wealth Consulting
North Carolina
$1.57M +$61.6K +120 +4%
VRM
1696
Vectors Research Management
New York
$1.56M -$28.2K -55 -2%
HC
1697
HNP Capital
New York
$1.56M -$28.2K -55 -2%
AC
1698
ASB Consultores
Florida
$1.55M +$173K +337 +13%
STA
1699
Summit Trail Advisors
New York
$1.55M +$630K +1,226 +68%
AMCA
1700
Arthur M. Cohen & Associates
Illinois
$1.55M – – –
66 67
68
69 70