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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 %
CBFP
1726
Cedar Brook Financial Partners
Ohio
$1.7M +$78.5K +148 +5%
BWM
1727
BigSur Wealth Management
Florida
$1.69M +$6.36K +12 +0.4%
BAMG
1728
Brand Asset Management Group
Missouri
$1.69M +$530 +1 +0%
WCM
1729
Whitener Capital Management
North Carolina
$1.68M +$79.5K +150 +5%
JGGDR
1730
JGP Global Gestao de Recursos
Brazil
$1.68M -$3.18K -6 -0.2%
MFA
1731
Millington Financial Advisors
Illinois
$1.68M +$1.68M +3,164 New
TRIA
1732
Trail Ridge Investment Advisors
Colorado
$1.68M +$20.7K +39 +1%
FMWA
1733
Forvis Mazars Wealth Advisors
Missouri
$1.67M -$61.5K -116 -4%
LSPW
1734
Lake Street Private Wealth
Illinois
$1.67M +$101K +191 +6%
MFC
1735
Mechanics Financial Corp
Ohio
$1.67M +$6.36K +12 +0.4%
PP
1736
PDS Planning
Ohio
$1.67M +$32.9K +62 +2%
CFS
1737
CRA Financial Services
New Jersey
$1.67M +$47.7K +90 +3%
KFI
1738
Key Financial Inc
Pennsylvania
$1.66M – – –
CA
1739
Cambridge Advisors
Nebraska
$1.66M +$3.71K +7 +0.2%
CCG
1740
Ceeto Capital Group
Florida
$1.66M +$13.8K +26 +0.8%
CHP
1741
Cable Hill Partners
Oregon
$1.66M +$107K +202 +7%
DFA
1742
Delta Financial Advisors
Louisiana
$1.65M – – –
MAWA
1743
Moss Adams Wealth Advisors
Washington
$1.65M +$1.65M +3,117 New
IAS
1744
Investment Advisory Services
Texas
$1.65M +$117K +221 +8%
FIM
1745
Freedom Investment Management
Connecticut
$1.64M -$221K -417 -12%
EFSCE
1746
Enterprise Financial Services Corp (EFSC)
Missouri
$1.63M -$6.36K -12 -0.4%
NWM
1747
NEIRG Wealth Management
Massachusetts
$1.63M -$2.12K -4 -0.1%
SAG
1748
SageView Advisory Group
California
$1.63M +$1.63M +3,080 New
HGERS
1749
Householder Group Estate & Retirement Specialist
Arizona
$1.63M -$50.4K -95 -3%
WSCM
1750
Wellington Shields Capital Management
New York
$1.63M +$26.5K +50 +2%
68 69
70
71 72