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UnitedHealth
UNH

Overview Fund Activity

2,948 hedge funds and large institutions have $462B invested in UnitedHealth in 2022 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,264 increasing their positions, 1,133 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,948
Holders Change
+58
Holders Change %
+2.01%
% of All Funds
46.65%
Holding in Top 10
442
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+20.77%
% of All Funds
6.99%
New
188
Increased
1,264
Reduced
1,133
Closed
93
Calls
$2.64B
Puts
$2.66B
Net Calls
-$23.8M
Net Calls Change
+$781M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$756M
3
Invesco
Invesco
Georgia
+$677M
4
Jennison Associates
Jennison Associates
New York
+$644M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$585M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.6B
2
LPC
Lone Pine Capital
Connecticut
-$730M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$686M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$684M
5
Barclays
Barclays
United Kingdom
-$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1701
Zullo Investment Group
Pennsylvania
$1.57M +$112K +220 +8%
AA
1702
ALPS Advisors
Colorado
$1.56M -$400K -785 -20%
SRSA
1703
S.R. Schill & Associates
Washington
$1.56M +$1.02K +2 +0.1%
GWCM
1704
Godshalk Welsh Capital Management
Pennsylvania
$1.56M -$12.8K -25 -0.8%
SC
1705
SRB Corp
Massachusetts
$1.56M – – –
RIL
1706
Rothschild Investment LLC
Illinois
$1.56M -$6.12K -12 -0.4%
CAAS
1707
Capital Asset Advisory Services
Michigan
$1.55M -$33.7K -66 -2%
IFWM
1708
Institute for Wealth Management
Colorado
$1.55M +$19.9K +39 +1%
CWS
1709
Confluence Wealth Services
Pennsylvania
$1.55M -$20.4K -40 -1%
EWM
1710
Evermay Wealth Management
Virginia
$1.55M +$100K +196 +7%
FMWA
1711
Forvis Mazars Wealth Advisors
Missouri
$1.55M +$245K +480 +19%
WCM
1712
Whitener Capital Management
North Carolina
$1.54M -$104K -204 -6%
CWMU
1713
Caliber Wealth Management (Utah)
Utah
$1.54M +$146K +287 +11%
AMCA
1714
Arthur M. Cohen & Associates
Illinois
$1.54M -$408K -800 -21%
BCAM
1715
Boston Common Asset Management
Massachusetts
$1.54M -$180K -352 -10%
CI
1716
Cavalier Investments
Georgia
$1.53M -$324K -636 -17%
HAIM
1717
Hunter Associates Investment Management
Pennsylvania
$1.53M – – –
SACTSONJ
1718
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.53M – – –
PAMG
1719
Patton Albertson Miller Group
Tennessee
$1.53M +$71.4K +140 +5%
VWM
1720
Valley Wealth Managers
New Jersey
$1.53M +$344K +675 +29%
HGERS
1721
Householder Group Estate & Retirement Specialist
Arizona
$1.52M -$14.8K -29 -1%
BWM
1722
BCGM Wealth Management
Indiana
$1.51M +$130K +256 +9%
TIA
1723
Tiemann Investment Advisors
California
$1.51M +$49.5K +97 +3%
DCM
1724
Davidson Capital Management
Texas
$1.51M -$132K -259 -8%
HFG
1725
Heron Financial Group
New York
$1.51M -$330K -648 -18%
67 68
69
70 71