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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 %
RWM
1901
RKL Wealth Management
Pennsylvania
$1.29M +$530 +1 +0%
RWA
1902
Ropes Wealth Advisors
Massachusetts
$1.29M +$249K +469 +24%
LA
1903
LVW Advisors
New York
$1.29M +$9.54K +18 +0.7%
EIP
1904
Ellis Investment Partners
Pennsylvania
$1.29M +$2.65K +5 +0.2%
NAS
1905
Nicolet Advisory Services
Wisconsin
$1.28M +$1.01M +2,040 +363%
C
1906
Certuity
Florida
$1.28M -$409K -772 -24%
CRI
1907
Colonial River Investments
Virginia
$1.28M +$86.4K +163 +7%
WAM
1908
Weinberger Asset Management
California
$1.28M +$5.3K +10 +0.4%
CWP
1909
CFM Wealth Partners
Texas
$1.28M +$106K +199 +9%
GFS
1910
GYL Financial Synergies
Connecticut
$1.28M -$23.3K -44 -2%
CMS
1911
Capital Market Strategies
Florida
$1.27M +$128K +241 +11%
AA
1912
Alta Advisers
United Kingdom
$1.27M – – –
HCM
1913
Hollencrest Capital Management
California
$1.27M +$32.3K +61 +3%
VCM
1914
Vivaldi Capital Management
Illinois
$1.27M +$83.3K +170 +7%
GA
1915
GoalVest Advisory
New York
$1.27M +$166K +314 +15%
WAAG
1916
Wealth Alliance Advisory Group
Kansas
$1.27M +$91.2K +172 +8%
NSAM
1917
North Star Asset Management
Wisconsin
$1.26M -$4.77K -9 -0.4%
ESB
1918
Essex Savings Bank
Connecticut
$1.26M -$15.4K -29 -1%
WFC
1919
Western Financial Corp
California
$1.26M +$175K +331 +16%
CIP
1920
Convergence Investment Partners
Florida
$1.25M +$145K +273 +13%
SOS
1921
Silver Oak Securities
Tennessee
$1.25M +$676K +1,275 +117%
EFL
1922
ERn Financial LLC
Wisconsin
$1.25M +$70K +132 +6%
SHFA
1923
SC&H Financial Advisors
Maryland
$1.25M -$19.6K -37 -2%
CWA
1924
Cornerstone Wealth Advisors
Minnesota
$1.25M +$1.25M +2,354 New
TPW
1925
Transatlantique Private Wealth
New York
$1.25M +$15.9K +30 +1%
75 76
77
78 79