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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 %
DSA
1826
Droms Strauss Advisors
Missouri
$1.44M – – –
FCM
1827
Fourpath Capital Management
Oklahoma
$1.43M -$67.3K -127 -4%
RIA
1828
Regal Investment Advisors
Michigan
$1.43M +$19.1K +36 +1%
CC
1829
Codex Capital
New York
$1.43M – – –
CFP
1830
Catalyst Financial Partners
Massachusetts
$1.43M +$1.43M +2,692 New
EWM
1831
Endurance Wealth Management
Rhode Island
$1.42M – – –
D
1832
Diversified
Delaware
$1.42M +$486K +917 +52%
LOIP
1833
Live Oak Investment Partners
Texas
$1.42M – – –
WCM
1834
Washington Capital Management
Washington
$1.42M -$98.1K -185 -6%
KIC
1835
Kensington Investment Counsel
California
$1.42M -$59.4K -112 -4%
XF
1836
XML Financial
Maryland
$1.41M -$26K -49 -2%
ACA
1837
Atlas Capital Advisors
Wyoming
$1.41M – – –
PIA
1838
Pinion Investment Advisors
Kansas
$1.41M -$261K -492 -16%
HT
1839
Headlands Technologies
Illinois
$1.41M +$1.41M +2,662 New
AFM
1840
Andesa Financial Management
Pennsylvania
$1.41M -$266K -502 -16%
DWM
1841
Drive Wealth Management
Utah
$1.41M +$182K +343 +15%
FOA
1842
Five Oceans Advisors
California
$1.41M +$9.01K +17 +0.6%
ISWM
1843
Independent Solutions Wealth Management
New York
$1.41M +$643K +1,212 +84%
PWP
1844
Phillips Wealth Planners
Mississippi
$1.4M +$1.4M +2,836 New
CWS
1845
Confluence Wealth Services
Pennsylvania
$1.4M +$86.4K +163 +7%
MA
1846
MJP Associates
Connecticut
$1.4M +$9.01K +17 +0.6%
HIM
1847
Hanlon Investment Management
New Jersey
$1.4M +$21.7K +41 +2%
HI
1848
Humankind Investments
New York
$1.4M +$56.2K +106 +4%
CW
1849
CIC Wealth
Maryland
$1.39M +$1.39M +2,629 New
ACMA
1850
Arbor Capital Management (Alaska)
Alaska
$1.39M -$76.4K -148 -5%
72 73
74
75 76