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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 %
Q
1901
QVR
California
$1.15M -$107K -212 -9%
AFP
1902
Ausdal Financial Partners
Iowa
$1.15M +$12.6K +25 +1%
HCM
1903
Hall Capital Management
Rhode Island
$1.14M +$1.14M +2,264 New
PWM
1904
Paulson Wealth Management
Illinois
$1.14M -$252K -498 -18%
CRI
1905
Colonial River Investments
Virginia
$1.14M -$60.1K -119 -5%
LAIC
1906
Lederer & Associates Investment Counsel
California
$1.14M -$87.9K -174 -7%
QPW
1907
Quantum Private Wealth
Florida
$1.14M – – –
PNC
1908
Park National Corp
Ohio
$1.14M +$505 +1 +0%
FP
1909
Fiduciary Planning
Florida
$1.13M -$9.59K -19 -0.8%
NB
1910
Nicolet Bankshares
Wisconsin
$1.13M -$185K -367 -14%
DMBA
1911
Deseret Mutual Benefit Administrators
Utah
$1.13M -$314K -622 -22%
FCM
1912
Fortis Capital Management
Washington
$1.13M -$10.1K -20 -0.9%
PWM
1913
Prentice Wealth Management
New York
$1.13M -$10.4K -20 -0.9%
EFL
1914
ERn Financial LLC
Wisconsin
$1.13M -$51.5K -102 -4%
WAAG
1915
Wealth Alliance Advisory Group
Kansas
$1.12M -$5.05K -10 -0.4%
WMP
1916
Wealth Management Partners
Arizona
$1.12M – – –
SIM
1917
SSI Investment Management
California
$1.12M +$2.53K +5 +0.2%
CWP
1918
CFM Wealth Partners
Texas
$1.12M +$508K +1,005 +83%
PCI
1919
Planning Center Inc
Illinois
$1.11M -$19K -38 -2%
SI
1920
Scharf Investments
California
$1.11M +$225K +446 +26%
HCC
1921
Hirtle Callaghan & Co
Pennsylvania
$1.11M +$404K +799 +57%
CIA
1922
Cladis Investment Advisory
Montana
$1.1M +$4.55K +9 +0.4%
SIAG
1923
Safeguard Investment Advisory Group
California
$1.1M +$9.09K +18 +0.8%
ACM
1924
Allred Capital Management
Texas
$1.1M +$3.53K +7 +0.3%
CMS
1925
Capital Market Strategies
Florida
$1.09M +$16.2K +32 +2%
75 76
77
78 79