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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 %
BEI
1801
Benjamin Edwards Inc
Missouri
$1.28M +$333K +648 +35%
NW
1802
Naviter Wealth
Arkansas
$1.27M +$1.27M +2,480 New
WAP
1803
Wealthcare Advisory Partners
Pennsylvania
$1.27M +$182K +354 +17%
BWA
1804
Brave Warrior Advisors
New York
$1.27M -$560K -1,090 -31%
VI
1805
Versor Investments
New York
$1.27M -$233K -454 -16%
TF
1806
TLWM Financial
Texas
$1.27M -$37.6K -73 -3%
GFS
1807
GYL Financial Synergies
Connecticut
$1.26M -$23.1K -45 -2%
PAM
1808
Peak Asset Management
Colorado
$1.26M -$15.4K -30 -1%
LA
1809
LVW Advisors
New York
$1.26M +$56K +109 +5%
ESB
1810
Essex Savings Bank
Connecticut
$1.26M -$12.3K -24 -1%
HIM
1811
Hanlon Investment Management
New Jersey
$1.26M +$1.26M +2,443 New
RWM
1812
RKL Wealth Management
Pennsylvania
$1.25M -$16.4K -32 -1%
OWA
1813
Opal Wealth Advisors
New York
$1.25M -$42.1K -82 -3%
CPA
1814
Court Place Advisors
Maryland
$1.25M – – –
OCM
1815
One Capital Management
California
$1.25M +$65.2K +127 +6%
LAIC
1816
Lederer & Associates Investment Counsel
California
$1.24M +$7.19K +14 +0.6%
PCM
1817
Presidio Capital Management
California
$1.24M – – –
WBCM
1818
Wilson & Boucher Capital Management
California
$1.24M -$36K -70 -3%
TC
1819
Toews Corporation
New Jersey
$1.23M +$822K +1,600 +200%
HI
1820
Humankind Investments
New York
$1.23M +$173K +336 +16%
WAM
1821
Weinberger Asset Management
California
$1.23M +$4.11K +8 +0.3%
AIC
1822
Ayalon Insurance Company
Israel
$1.23M – – –
6F
1823
626 Financial
Michigan
$1.22M +$17.9K +35 +1%
TFS
1824
TrustCore Financial Services
Tennessee
$1.22M – – –
FCFC
1825
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$46.7K +91 +4%
71 72
73
74 75