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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 %
JGGDR
1701
JGP Global Gestao de Recursos
Brazil
$1.6M -$165K -326 -9%
AFM
1702
Andesa Financial Management
Pennsylvania
$1.6M +$309K +610 +24%
MWPCG
1703
Measured Wealth Private Client Group
New Hampshire
$1.6M -$79.8K -158 -5%
HGERS
1704
Householder Group Estate & Retirement Specialist
Arizona
$1.6M +$89.4K +177 +6%
PIA
1705
Pinion Investment Advisors
Kansas
$1.59M -$277K -548 -15%
MFC
1706
Mechanics Financial Corp
Ohio
$1.58M -$2.53K -5 -0.2%
LC
1707
Lindbrook Capital
California
$1.58M +$263K +521 +20%
FAIM
1708
Financial Advocates Investment Management
Washington
$1.58M -$82.2K -178 -5%
BBNA
1709
Bremer Bank National Association
Minnesota
$1.58M -$67.7K -134 -4%
CA
1710
Cambridge Advisors
Nebraska
$1.58M -$25.2K -50 -2%
IMOV
1711
Investment Management of Virginia
Virginia
$1.58M +$13.1K +26 +0.8%
DFA
1712
Delta Financial Advisors
Louisiana
$1.58M +$505 +1 +0%
HCM
1713
Hodges Capital Management
Texas
$1.57M +$791K +1,567 +101%
THWM
1714
Taylor Hoffman Wealth Management
Virginia
$1.57M – – –
CCG
1715
Ceeto Capital Group
Florida
$1.57M – – –
FNWM
1716
Financial Network Wealth Management
Utah
$1.56M -$23.7K -47 -1%
EFSCE
1717
Enterprise Financial Services Corp (EFSC)
Missouri
$1.56M -$40.9K -81 -3%
LB
1718
Legacy Bridge
Iowa
$1.56M -$144K -285 -8%
KP
1719
Keel Point
Alabama
$1.56M +$6.06K +12 +0.4%
NWM
1720
NEIRG Wealth Management
Massachusetts
$1.56M +$418K +828 +37%
WHCI
1721
W.H. Cornerstone Investments
Massachusetts
$1.56M +$1.56M +3,117 New
PP
1722
PDS Planning
Ohio
$1.56M +$11.1K +22 +0.7%
9WM
1723
9258 Wealth Management
Ohio
$1.55M -$103K -203 -6%
CFS
1724
CRA Financial Services
New Jersey
$1.54M -$4.55K -9 -0.3%
FG
1725
Foster Group
Iowa
$1.54M +$70.2K +139 +5%
67 68
69
70 71