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UnitedHealth
UNH

Overview Fund Activity

3,144 hedge funds and large institutions have $435B invested in UnitedHealth in 2022 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 1,280 increasing their positions, 1,213 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
+164
Holders Change %
+5.5%
% of All Funds
50.73%
Holding in Top 10
582
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-3.48%
% of All Funds
9.39%
New
327
Increased
1,280
Reduced
1,213
Closed
98
Calls
$4.56B
Puts
$4.52B
Net Calls
+$35.6M
Net Calls Change
-$28.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.63B
2
Morgan Stanley
Morgan Stanley
New York
+$1B
3
Barclays
Barclays
United Kingdom
+$704M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$574M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$489M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.03B
2
Capital World Investors
Capital World Investors
California
-$1.34B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.04B
4
Sanders Capital
Sanders Capital
Florida
-$919M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$737M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1701
Financial Engines Advisors
California
$1.76M -$36.1K -68 -2%
IFWM
1702
Institute for Wealth Management
Colorado
$1.76M -$13.3K -25 -0.7%
MCIA
1703
Mountain Capital Investment Advisors
Colorado
$1.76M +$176K +363 +11%
LB
1704
Legacy Bridge
Iowa
$1.75M +$119K +224 +7%
VLC
1705
Van Leeuwen & Company
New Jersey
$1.75M -$20.1K -38 -1%
ICM
1706
IMS Capital Management
Oregon
$1.75M +$205K +387 +13%
CPR
1707
CSU Producer Resources
Ohio
$1.75M – – –
PCP
1708
Proficio Capital Partners
Massachusetts
$1.75M +$27.6K +52 +2%
WE
1709
Wealth Effects
Massachusetts
$1.74M -$159K -300 -8%
TWI
1710
Thomas White International
Illinois
$1.74M – – –
HA
1711
Herold Advisors
New York
$1.73M +$530 +1 +0%
RBFC
1712
Roman Butler Fullerton & Co
Missouri
$1.73M +$1.17M +2,422 +211%
BFO
1713
Boston Family Office
Massachusetts
$1.73M -$174K -329 -9%
WAM
1714
WealthTrust Asset Management
Florida
$1.73M -$1.03M -1,941 -37%
SWM
1715
SeaCrest Wealth Management
New York
$1.72M -$20.1K -38 -1%
EWA
1716
EverSource Wealth Advisors
Alabama
$1.72M -$181K -342 -10%
BP
1717
BBR Partners
New York
$1.72M -$11.7K -22 -0.7%
SCI
1718
Stableford Capital II
Arizona
$1.71M +$7.84K +16 +0.5%
PTP
1719
Platform Technology Partners
New York
$1.71M +$14.3K +27 +0.8%
VCM
1720
Virtue Capital Management
Tennessee
$1.71M +$977K +1,842 +133%
WGCA
1721
Wolf Group Capital Advisors
Virginia
$1.7M -$154K -290 -8%
M1FG
1722
Mach-1 Financial Group
Arkansas
$1.7M +$1.56M +2,944 +1,132%
PA
1723
Prossimo Advisors
California
$1.7M +$1.7M +3,203 New
CWA
1724
Core Wealth Advisors
Florida
$1.7M +$103K +194 +6%
BWM
1725
BCGM Wealth Management
Indiana
$1.7M -$8.48K -16 -0.5%
67 68
69
70 71