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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 %
PCM
1801
Parsons Capital Management
Rhode Island
$1.5M +$138K +261 +10%
MSFS
1802
Main Street Financial Solutions
Pennsylvania
$1.49M -$76.4K -144 -5%
TCM
1803
Tandem Capital Management
New Jersey
$1.49M +$4.77K +9 +0.3%
GPA
1804
Garrison Point Advisors
California
$1.49M -$49.8K -94 -3%
ORAM
1805
One River Asset Management
Connecticut
$1.49M +$1.49M +2,808 New
FCB
1806
First County Bank
Connecticut
$1.49M +$1.49M +2,804 New
ECG
1807
Edge Capital Group
Georgia
$1.48M +$74.2K +140 +5%
CB
1808
Cadence Bank
Mississippi
$1.48M -$2.12K -4 -0.1%
SFWA
1809
Summit Financial Wealth Advisors
Louisiana
$1.48M – – –
KC
1810
Kingfisher Capital
North Carolina
$1.47M -$32.9K -62 -2%
CIC
1811
Cornercap Investment Counsel
Georgia
$1.47M +$94.4K +178 +7%
IAS
1812
Insigneo Advisory Services
Florida
$1.47M +$1.47M +2,774 New
OHWA
1813
Oak Hill Wealth Advisors
Virginia
$1.47M +$1.47M +2,769 New
EFG
1814
Everhart Financial Group
Ohio
$1.47M +$125K +236 +9%
DCM
1815
Davidson Capital Management
Texas
$1.46M -$530 -1 -0%
PFA
1816
Pure Financial Advisors
California
$1.46M +$183K +345 +14%
HFM
1817
Hartford Funds Management
Pennsylvania
$1.45M +$841K +1,587 +138%
TCWM
1818
Total Clarity Wealth Management
Illinois
$1.45M +$89.6K +169 +7%
FW
1819
FirstPurpose Wealth
Utah
$1.45M +$54.6K +103 +4%
RTC
1820
Riverview Trust Company
Washington
$1.45M -$4.24K -8 -0.3%
MWM
1821
MinichMacGregor Wealth Management
New York
$1.45M -$27.6K -52 -2%
LMKC
1822
L.M. Kohn & Company
Ohio
$1.45M +$20.7K +39 +1%
FCP
1823
Fidelis Capital Partners
Florida
$1.44M +$1.44M +2,944 New
TFP
1824
Tilia Fiduciary Partners
North Carolina
$1.44M +$20.1K +38 +1%
BOS
1825
Bank of Stockton
California
$1.44M -$129K -244 -8%
71 72
73
74 75