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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 %
CBFP
1726
Cedar Brook Financial Partners
Ohio
$1.54M +$53.5K +106 +4%
Pacer Advisors
1727
Pacer Advisors
Pennsylvania
$1.54M -$7.81M -15,469 -84%
RIL
1728
Rothschild Investment LLC
Illinois
$1.54M -$5.56K -11 -0.4%
KFP
1729
KB Financial Partners
New Jersey
$1.53M +$142K +282 +10%
VCP
1730
Verus Capital Partners
Arizona
$1.53M +$1.22M +2,424 +401%
VRM
1731
Vectors Research Management
New York
$1.53M -$2.02K -4 -0.1%
HC
1732
HNP Capital
New York
$1.53M -$2.02K -4 -0.1%
WSCM
1733
Wellington Shields Capital Management
New York
$1.53M -$20.2K -40 -1%
WCM
1734
Whitener Capital Management
North Carolina
$1.52M +$18.2K +36 +1%
CWC
1735
Carolinas Wealth Consulting
North Carolina
$1.52M -$16.2K -32 -1%
TCOT
1736
Trust Company of Toledo
Ohio
$1.52M +$22.7K +45 +2%
CWA
1737
Core Wealth Advisors
Florida
$1.52M +$40.4K +80 +3%
CC
1738
Commons Capital
Massachusetts
$1.52M +$93K +184 +7%
SACTSONJ
1739
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M – – –
UM
1740
Ulysses Management
New York
$1.52M +$1.52M +3,000 New
SFWA
1741
Summit Financial Wealth Advisors
Louisiana
$1.51M -$94.3K -174 -6%
GWCM
1742
Godshalk Welsh Capital Management
Pennsylvania
$1.51M +$1.52K +3 +0.1%
LCM
1743
LVM Capital Management
Michigan
$1.51M +$34.8K +69 +2%
RBC
1744
Romano Brothers & Co
Illinois
$1.51M +$1.51M +2,987 New
AJ
1745
Ashburton (Jersey)
Jersey
$1.5M -$1.15M -2,272 -43%
MIFH
1746
Migdal Insurance & Financial Holdings
Israel
$1.5M +$1.5M +2,967 New
BOPW
1747
Brandywine Oak Private Wealth
Pennsylvania
$1.5M -$41.4K -82 -3%
TCM
1748
Tandem Capital Management
New Jersey
$1.5M -$25.6K -48 -2%
ZIG
1749
Zullo Investment Group
Pennsylvania
$1.5M -$56.1K -111 -4%
LSPW
1750
Lake Street Private Wealth
Illinois
$1.5M +$4.55K +9 +0.3%
68 69
70
71 72