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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 %
SACTSONJ
1701
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.54M – – –
4WM
1702
44 Wealth Management
Oregon
$1.54M +$135K +262 +10%
SCP
1703
Stamos Capital Partners
California
$1.54M +$1.54M +3,000 New
ACM
1704
Ascendant Capital Management
California
$1.54M +$1.54M +3,000 New
HGERS
1705
Householder Group Estate & Retirement Specialist
Arizona
$1.54M +$7.19K +14 +0.5%
GWCM
1706
Godshalk Welsh Capital Management
Pennsylvania
$1.54M -$33.4K -65 -2%
PAMG
1707
Patton Albertson Miller Group
Tennessee
$1.53M -$5.14K -10 -0.3%
WCM
1708
Whitener Capital Management
North Carolina
$1.53M -$23.6K -46 -2%
CC
1709
Copperleaf Capital
North Carolina
$1.53M +$23.1K +45 +2%
SIC
1710
Samalin Investment Counsel
New York
$1.53M +$631K +1,229 +70%
TCOT
1711
Trust Company of Toledo
Ohio
$1.53M +$12.8K +25 +0.8%
LSPW
1712
Lake Street Private Wealth
Illinois
$1.52M +$48.3K +94 +3%
TIA
1713
Tiemann Investment Advisors
California
$1.52M -$3.6K -7 -0.2%
CBFP
1714
Cedar Brook Financial Partners
Ohio
$1.51M +$46.2K +90 +3%
TWM
1715
Tolleson Wealth Management
Texas
$1.51M – – –
WCM
1716
Washington Capital Management
Washington
$1.51M – – –
CWA
1717
Core Wealth Advisors
Florida
$1.5M +$1.5M +2,927 New
SHA
1718
Seneca House Advisors
Virginia
$1.5M +$71.4K +139 +5%
Fuller & Thaler Asset Management
1719
Fuller & Thaler Asset Management
California
$1.5M -$924K -1,800 -38%
LCM
1720
LVM Capital Management
Michigan
$1.5M – – –
ATC
1721
Adirondack Trust Company
New York
$1.5M +$52.9K +103 +4%
FG
1722
Foster Group
Iowa
$1.5M +$81.7K +159 +6%
KFA
1723
Kelleher Financial Advisors
New York
$1.49M +$474K +923 +47%
GC
1724
Globeflex Capital
California
$1.49M -$101K -196 -6%
CP
1725
Covenant Partners
Tennessee
$1.48M – – –
67 68
69
70 71