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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 %
AWA
1926
Aaron Wealth Advisors
Illinois
$1.09M +$180K +357 +20%
EP
1927
EPIQ Partners
Minnesota
$1.09M – – –
EFM
1928
E Fund Management
China
$1.08M +$37.9K +75 +4%
FSA
1929
Franklin Street Advisors
North Carolina
$1.08M -$40.4K -80 -4%
MIM
1930
MTM Investment Management
South Carolina
$1.08M +$187K +370 +21%
CF
1931
Copperwynd Financial
Arizona
$1.07M -$36.9K -73 -3%
JGIA
1932
Jackson Grant Investment Advisers
Connecticut
$1.07M +$1.52K +3 +0.1%
RP
1933
Riverwater Partners
Wisconsin
$1.07M -$34.4K -68 -3%
SAM
1934
Secure Asset Management
Michigan
$1.07M +$18.7K +37 +2%
TC
1935
Titleist Capital
Texas
$1.06M -$68.7K -136 -6%
KCM
1936
KRS Capital Management
Michigan
$1.06M +$71.7K +142 +7%
BA
1937
Bluesphere Advisors
Pennsylvania
$1.06M – – –
MAM
1938
McLean Asset Management
Virginia
$1.06M +$11.6K +23 +1%
CIP
1939
Convergence Investment Partners
Florida
$1.06M -$233K -462 -18%
EWS
1940
Evergreen Wealth Solutions
Pennsylvania
$1.06M +$22.7K +45 +2%
HHGA
1941
Halbert Hargrove Global Advisors
California
$1.06M +$27.8K +55 +3%
VI
1942
Versor Investments
New York
$1.06M -$190K -377 -15%
PB
1943
Pinnacle Bancorp
Nebraska
$1.05M – – –
GA
1944
GoalVest Advisory
New York
$1.05M -$627K -1,242 -37%
CAGAS
1945
Capital Advisory Group Advisory Services
Minnesota
$1.05M -$20.2K -40 -2%
SAM
1946
Sompo Asset Management
Japan
$1.05M +$535K +1,060 +104%
PMG
1947
ProVise Management Group
Florida
$1.05M -$64.7K -128 -6%
BAG
1948
Briggs Advisory Group
Rhode Island
$1.05M -$19.7K -39 -2%
MA
1949
MCF Advisors
Kentucky
$1.04M +$47K +93 +5%
MTC
1950
McDaniel Terry & Co
Texas
$1.04M – – –
76 77
78
79 80