UNH icon

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 %
SOAMC
1876
Spirit of America Management Corp
New York
$1.34M – – –
IIC
1877
Ironwood Investment Counsel
Arizona
$1.34M -$79.5K -150 -6%
HI
1878
Hoey Investments
Pennsylvania
$1.33M -$207K -390 -13%
CA
1879
Centerpoint Advisors
Massachusetts
$1.33M +$351K +662 +36%
CA
1880
Cornerstone Advisory
Maryland
$1.33M -$4.24K -8 -0.3%
FCAG
1881
First Capital Advisors Group
New Jersey
$1.33M -$98.1K -185 -7%
HFA
1882
Harbert Fund Advisors
Alabama
$1.33M +$1.33M +2,500 New
KWM
1883
Kolinsky Wealth Management
New Jersey
$1.33M -$32.9K -62 -2%
OWA
1884
Opal Wealth Advisors
New York
$1.32M +$39.8K +75 +3%
CPA
1885
Court Place Advisors
Maryland
$1.32M +$35.5K +67 +3%
PMA
1886
Prudent Man Advisors
Illinois
$1.32M +$272K +512 +26%
CFLC
1887
California First Leasing Corp
California
$1.32M – – –
TAM
1888
Townsend Asset Management
North Carolina
$1.31M -$55.1K -104 -4%
FFA
1889
Founders Financial Alliance
North Carolina
$1.31M -$30.7K -58 -2%
LIA
1890
LS Investment Advisors
Michigan
$1.3M +$507K +956 +64%
BFS
1891
Bard Financial Services
Connecticut
$1.3M -$79.5K -150 -6%
SWP
1892
Summit Wealth Partners
Florida
$1.3M +$3.18K +6 +0.2%
WBCM
1893
Wilson & Boucher Capital Management
California
$1.3M +$29.2K +55 +2%
CIC
1894
Crawford Investment Counsel
Georgia
$1.3M +$64.7K +122 +5%
WWM
1895
WT Wealth Management
Arizona
$1.3M -$21.7K -41 -2%
BHIC
1896
Bassett Hargrove Investment Counsel
Delaware
$1.3M -$10.6K -20 -0.8%
CMI
1897
Clare Market Investments
Texas
$1.3M -$22.3K -42 -2%
MTIC
1898
Missouri Trust & Investment Company
Missouri
$1.29M +$35K +66 +3%
SWA
1899
Sutton Wealth Advisors
Florida
$1.29M -$11.1K -21 -0.9%
LG
1900
LaFleur & Godfrey
Michigan
$1.29M -$74.8K -141 -5%
74 75
76
77 78