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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 %
PAM
1851
Peak Asset Management
Colorado
$1.25M +$12.6K +25 +1%
BHIC
1852
Bassett Hargrove Investment Counsel
Delaware
$1.25M +$1.25M +2,476 New
IF
1853
Intrua Financial
Texas
$1.25M -$796K -1,576 -39%
BWA
1854
Brave Warrior Advisors
New York
$1.25M – – –
SWA
1855
Sutton Wealth Advisors
Florida
$1.24M -$82.8K -164 -6%
MFP
1856
Meridian Financial Partners
Virginia
$1.24M -$15.9K -31 -1%
ACP
1857
Arcus Capital Partners
Georgia
$1.24M +$355K +703 +40%
GFS
1858
GYL Financial Synergies
Connecticut
$1.24M -$1.01K -2 -0.1%
SWP
1859
Summit Wealth Partners
Florida
$1.24M +$98.5K +195 +9%
RWM
1860
RKL Wealth Management
Pennsylvania
$1.23M -$2.53K -5 -0.2%
FCA
1861
FLC Capital Advisors
California
$1.23M -$353K -699 -22%
PCM
1862
Presidio Capital Management
California
$1.23M +$8.58K +17 +0.7%
CPA
1863
Court Place Advisors
Maryland
$1.23M – – –
CC
1864
Centiva Capital
New York
$1.22M +$1.22M +2,423 New
EIP
1865
Ellis Investment Partners
Pennsylvania
$1.22M -$843K -1,669 -41%
VCM
1866
Vivaldi Capital Management
Illinois
$1.22M -$124K -246 -9%
OWA
1867
Opal Wealth Advisors
New York
$1.22M -$3.54K -7 -0.3%
MCM
1868
Monument Capital Management
Virginia
$1.22M +$523K +1,036 +75%
LA
1869
LVW Advisors
New York
$1.22M -$18.7K -37 -2%
GAA
1870
Global Assets Advisory
Florida
$1.22M +$60K +108 +5%
ESB
1871
Essex Savings Bank
Connecticut
$1.21M -$21.2K -42 -2%
WAM
1872
Weinberger Asset Management
California
$1.21M +$3.54K +7 +0.3%
WBCM
1873
Wilson & Boucher Capital Management
California
$1.21M -$5.05K -10 -0.4%
PFA
1874
Pure Financial Advisors
California
$1.21M +$83.8K +166 +7%
AA
1875
Alta Advisers
United Kingdom
$1.21M +$1.21M +2,400 New
73 74
75
76 77