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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 %
QT
1801
Quantbot Technologies
New York
$1.36M +$1.36M +2,690 New
EWM
1802
Endurance Wealth Management
Rhode Island
$1.36M – – –
IIC
1803
Ironwood Investment Counsel
Arizona
$1.35M +$299K +592 +28%
RIA
1804
Regal Investment Advisors
Michigan
$1.35M -$88.4K -175 -6%
ACA
1805
Atlas Capital Advisors
Wyoming
$1.35M -$203K -402 -13%
ECG
1806
Edge Capital Group
Georgia
$1.34M +$8.08K +16 +0.6%
TFP
1807
Tilia Fiduciary Partners
North Carolina
$1.34M +$6.5K +13 +0.5%
CMANY
1808
Capital Management Associates (New York)
New York
$1.34M – – –
PWM
1809
PBMares Wealth Management
Virginia
$1.33M +$140K +278 +12%
FOA
1810
Five Oceans Advisors
California
$1.33M +$231K +457 +21%
PVH
1811
Psagot Value Holdings
Israel
$1.33M +$259K +513 +24%
FW
1812
FirstPurpose Wealth
Utah
$1.33M +$925K +1,832 +229%
MA
1813
MJP Associates
Connecticut
$1.33M +$23.7K +47 +2%
NW
1814
Naviter Wealth
Arkansas
$1.32M +$70.7K +140 +6%
CBT
1815
CoreFirst Bank & Trust
Kansas
$1.32M +$20.2K +40 +2%
AWAG
1816
ARS Wealth Advisors Group
Florida
$1.32M -$22.2K -44 -2%
BEI
1817
Benjamin Edwards Inc
Missouri
$1.32M +$64.1K +127 +5%
BFS
1818
Bard Financial Services
Connecticut
$1.32M – – –
BFA
1819
Buttonwood Financial Advisors
Maryland
$1.32M – – –
HIM
1820
Hanlon Investment Management
New Jersey
$1.31M +$79.8K +158 +6%
MW
1821
MBL Wealth
North Carolina
$1.31M +$125K +248 +11%
CIC
1822
Cornercap Investment Counsel
Georgia
$1.31M -$13.6K -27 -1%
CIM
1823
CIM Investment Management
Pennsylvania
$1.31M – – –
SHA
1824
Seneca House Advisors
Virginia
$1.31M -$164K -324 -11%
LG
1825
LaFleur & Godfrey
Michigan
$1.3M +$7.58K +15 +0.6%
71 72
73
74 75