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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 %
DW
1676
Domani Wealth
Pennsylvania
$1.69M – – –
CL
1677
CPWM LLC
Washington
$1.69M -$198K -392 -11%
MAG
1678
MRA Advisory Group
New Jersey
$1.68M +$86.3K +173 +5%
EI
1679
Ellevest Inc
New York
$1.67M +$74.3K +147 +5%
CPR
1680
CSU Producer Resources
Ohio
$1.67M – – –
BWP
1681
Baldwin Wealth Partners
Massachusetts
$1.67M -$21.2K -42 -1%
KFI
1682
Key Financial Inc
Pennsylvania
$1.67M – – –
BCAM
1683
Boston Common Asset Management
Massachusetts
$1.67M +$3.03K +6 +0.2%
SWM
1684
SeaCrest Wealth Management
New York
$1.66M -$1.52K -3 -0.1%
FMWA
1685
Forvis Mazars Wealth Advisors
Missouri
$1.65M -$144K -286 -8%
TWI
1686
Thomas White International
Illinois
$1.65M – – –
HA
1687
Herold Advisors
New York
$1.65M – – –
BP
1688
BBR Partners
New York
$1.65M -$1.39M -2,743 -46%
KA
1689
KLCM Advisors
Wisconsin
$1.64M +$1.64M +3,255 New
PCP
1690
Proficio Capital Partners
Massachusetts
$1.64M +$7.58K +15 +0.5%
RA
1691
RiverPark Advisors
New York
$1.63M -$42.9K -85 -3%
TRIA
1692
Trail Ridge Investment Advisors
Colorado
$1.63M +$19.3K +37 +1%
PTP
1693
Platform Technology Partners
New York
$1.62M -$4.04K -8 -0.2%
CC
1694
Copperleaf Capital
North Carolina
$1.62M +$113K +223 +7%
CFMC
1695
Curbstone Financial Management Corp
New Hampshire
$1.61M -$21.2K -42 -1%
BMM
1696
Buffington Mohr McNeal
Idaho
$1.61M – – –
C
1697
Certuity
Florida
$1.61M +$499K +988 +45%
BAMG
1698
Brand Asset Management Group
Missouri
$1.61M -$129K -255 -7%
SHGA
1699
Sand Hill Global Advisors
California
$1.61M -$12.1K -24 -0.7%
BWM
1700
BigSur Wealth Management
Florida
$1.61M -$72.2K -143 -4%
66 67
68
69 70