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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 %
EWS
1901
Evergreen Wealth Solutions
Pennsylvania
$1.05M -$21.1K -41 -2%
PFGIA
1902
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M -$40K -78 -4%
DWM
1903
Drive Wealth Management
Utah
$1.05M +$86.3K +168 +9%
SFA
1904
Semmax Financial Advisors
North Carolina
$1.05M -$108K -201 -9%
HHGA
1905
Halbert Hargrove Global Advisors
California
$1.05M +$57.5K +112 +6%
AMM
1906
American Money Management
California
$1.04M -$10.3K -20 -1%
BWP
1907
BSW Wealth Partners
Colorado
$1.04M +$12.8K +25 +1%
CAGAS
1908
Capital Advisory Group Advisory Services
Minnesota
$1.04M +$8.79K +18 +0.9%
HJMC
1909
Hellman Jordan Management Company
Massachusetts
$1.03M -$2.57K -5 -0.2%
FAFN
1910
First Affirmative Financial Network
Colorado
$1.02M -$91.4K -178 -8%
PMA
1911
Prudent Man Advisors
Illinois
$1.02M -$6.17K -12 -0.6%
SB
1912
Sunflower Bank
Texas
$1.02M -$93.5K -182 -8%
NF
1913
NTB Financial
Colorado
$1.02M -$35.4K -69 -3%
SC
1914
Saturna Capital
Washington
$1.02M +$401K +780 +65%
BBNB
1915
Baker Boyer National Bank
Washington
$1.02M – – –
TWM
1916
Titus Wealth Management
California
$1.01M +$239K +465 +31%
MA
1917
MCF Advisors
Kentucky
$1.01M +$99.6K +194 +11%
D
1918
Diversified
Delaware
$1.01M +$513 +1 +0.1%
FC
1919
Forte Capital
New York
$1.01M +$137K +266 +16%
IWA
1920
IVC Wealth Advisors
Pennsylvania
$1.01M -$135K -262 -12%
AIC
1921
Archer Investment Corporation
Indiana
$1.01M +$53.9K +105 +6%
JSW
1922
Journey Strategic Wealth
New Jersey
$1.01M -$195K -380 -16%
KCM
1923
KRS Capital Management
Michigan
$1.01M +$41.6K +81 +4%
FFWA
1924
FRG Family Wealth Advisors
Washington
$1M – – –
MPCL
1925
My Personal CFO LLC
Washington
$1M +$15.9K +31 +2%
75 76
77
78 79