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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 %
WC
1826
Westhampton Capital
North Carolina
$1.22M +$49.8K +97 +4%
WEPOG
1827
Wealth Enhancement & Preservation of GA
Georgia
$1.22M -$414K -742 -25%
SOAMC
1828
Spirit of America Management Corp
New York
$1.22M – – –
PMFA
1829
Plante Moran Financial Advisors
Michigan
$1.22M +$20.5K +40 +2%
CRI
1830
Colonial River Investments
Virginia
$1.22M +$146K +284 +14%
UCI
1831
Uncommon Cents Investing
Wisconsin
$1.22M -$12.8K -25 -1%
NSAM
1832
North Star Asset Management
Wisconsin
$1.22M -$5.14K -10 -0.4%
WMA
1833
Wealth Management Associates
New Jersey
$1.22M -$13.4K -26 -1%
CPIG
1834
Chicago Partners Investment Group
Illinois
$1.22M +$105K +194 +9%
PWM
1835
PBMares Wealth Management
Virginia
$1.21M -$15.4K -30 -1%
MW
1836
MBL Wealth
North Carolina
$1.21M +$1.54K +3 +0.1%
Financial Engines Advisors
1837
Financial Engines Advisors
California
$1.2M +$48.2K +94 +4%
SIC
1838
Sterling Investment Counsel
New York
$1.2M +$522K +1,016 +77%
EFL
1839
ERn Financial LLC
Wisconsin
$1.2M +$456K +887 +61%
AAIM
1840
Asset Advisors Investment Management
Georgia
$1.19M +$31.8K +62 +3%
HCM
1841
Hollencrest Capital Management
California
$1.19M – – –
AWM
1842
Aevitas Wealth Management
Massachusetts
$1.19M -$40.1K -78 -3%
VWM
1843
Vigilare Wealth Management
Arizona
$1.18M +$27.8K +54 +2%
IP
1844
Investment Partners
Ohio
$1.18M +$2.06K +4 +0.2%
FP
1845
Fiduciary Planning
Florida
$1.16M +$46.8K +91 +4%
PCI
1846
Planning Center Inc
Illinois
$1.16M +$133K +259 +13%
BA
1847
Bridgewater Advisors
New York
$1.16M -$36.5K -71 -3%
XF
1848
XML Financial
Maryland
$1.16M -$214K -417 -16%
SWP
1849
Summit Wealth Partners
Florida
$1.16M – – –
FCM
1850
Fortis Capital Management
Washington
$1.16M -$56K -109 -5%
72 73
74
75 76