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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 %
SHFA
1726
SC&H Financial Advisors
Maryland
$1.48M -$31.8K -62 -2%
VDBMI
1727
Van Den Berg Management I
Texas
$1.48M -$149K -290 -9%
GCA
1728
Genesee Capital Advisors
New York
$1.48M +$175K +341 +13%
HFM
1729
Harvest Fund Management
China
$1.47M +$476K +924 +48%
AIA
1730
Alera Investment Advisors
Illinois
$1.47M +$644K +1,253 +78%
DMBA
1731
Deseret Mutual Benefit Administrators
Utah
$1.47M – – –
TCM
1732
Tandem Capital Management
New Jersey
$1.47M – – –
SSWM
1733
Smith Salley Wealth Management
North Carolina
$1.47M +$243K +473 +20%
AWCI
1734
Alpine Woods Capital Investors
New York
$1.46M +$3.08K +6 +0.2%
RIA
1735
Regal Investment Advisors
Michigan
$1.46M -$6.68K -13 -0.5%
AWA
1736
Arete Wealth Advisors
Illinois
$1.46M +$45.2K +88 +3%
CC
1737
Commons Capital
Massachusetts
$1.45M -$6.16K -12 -0.4%
HFG
1738
Heron Financial Group
New York
$1.44M -$72.4K -141 -5%
WTA
1739
Washington Trust Advisors
Massachusetts
$1.44M -$579K -1,127 -29%
CL
1740
Choreo LLC
Illinois
$1.44M +$242K +472 +20%
KIC
1741
Kensington Investment Counsel
California
$1.44M -$33.4K -65 -2%
MWM
1742
MinichMacGregor Wealth Management
New York
$1.44M -$14.4K -28 -1%
CWM
1743
Cahaba Wealth Management
Georgia
$1.44M +$5.14K +10 +0.4%
ACMA
1744
Arbor Capital Management (Alaska)
Alaska
$1.44M -$23.1K -45 -2%
IAS
1745
Investment Advisory Services
Texas
$1.43M +$30.3K +59 +2%
VWA
1746
V Wealth Advisors
Kansas
$1.43M +$6.68K +13 +0.5%
ICM
1747
IMS Capital Management
Oregon
$1.42M +$16.4K +32 +1%
RTC
1748
Riverview Trust Company
Washington
$1.42M +$64.2K +125 +5%
PWM
1749
Paulson Wealth Management
Illinois
$1.41M +$23.6K +46 +2%
KFP
1750
KB Financial Partners
New Jersey
$1.41M +$47.8K +93 +4%
68 69
70
71 72