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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 %
SHFA
1876
SC&H Financial Advisors
Maryland
$1.21M -$247K -490 -17%
TFS
1877
TrustCore Financial Services
Tennessee
$1.21M +$6.06K +12 +0.5%
PIA
1878
Perennial Investment Advisors
California
$1.21M +$160K +317 +15%
WC
1879
Westhampton Capital
North Carolina
$1.21M +$5.05K +10 +0.4%
SIC
1880
Sterling Investment Counsel
New York
$1.21M +$25.2K +50 +2%
6F
1881
626 Financial
Michigan
$1.21M +$505 +1 +0%
NSAM
1882
North Star Asset Management
Wisconsin
$1.21M +$9.09K +18 +0.8%
RPWA
1883
Regent Peak Wealth Advisors
Georgia
$1.2M -$1.34M -2,649 -53%
FCFC
1884
First Commonwealth Financial Corp
Pennsylvania
$1.2M -$505 -1 -0%
VWM
1885
Vigilare Wealth Management
Arizona
$1.2M +$40.9K +81 +4%
MTIC
1886
Missouri Trust & Investment Company
Missouri
$1.2M -$77.2K -153 -6%
RFA
1887
Resurgent Financial Advisors
Georgia
$1.2M +$421K +834 +54%
UCI
1888
Uncommon Cents Investing
Wisconsin
$1.19M -$7.57K -15 -0.6%
GA
1889
Geller Advisors
New York
$1.19M +$302K +598 +34%
VBFP
1890
Valtinson Bruner Financial Planning
Minnesota
$1.19M +$53.5K +106 +5%
HCM
1891
Hollencrest Capital Management
California
$1.18M +$9.59K +19 +0.8%
CIC
1892
Crawford Investment Counsel
Georgia
$1.18M -$96.9K -192 -8%
ADIM
1893
Alpha DNA Investment Management
Maryland
$1.18M +$1.18M +2,331 New
TPW
1894
Transatlantique Private Wealth
New York
$1.18M +$364K +719 +45%
AAIM
1895
Asset Advisors Investment Management
Georgia
$1.17M – – –
AWM
1896
Aevitas Wealth Management
Massachusetts
$1.17M +$1.52K +3 +0.1%
DWM
1897
Drive Wealth Management
Utah
$1.17M +$136K +270 +13%
TC
1898
Toews Corporation
New Jersey
$1.16M -$50.5K -100 -4%
PMFA
1899
Plante Moran Financial Advisors
Michigan
$1.16M -$38.4K -76 -3%
SIG
1900
Sargent Investment Group
Maryland
$1.16M +$19.2K +37 +2%
74 75
76
77 78