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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 %
VWM
1926
Vigilare Wealth Management
Arizona
$1.25M -$15.4K -29 -1%
IP
1927
Investment Partners
Ohio
$1.25M -$662K -1,248 -35%
FCA
1928
FLC Capital Advisors
California
$1.25M -$44.5K -84 -3%
NB
1929
Nicolet Bankshares
Wisconsin
$1.25M +$58.9K +111 +5%
SWM
1930
Scissortail Wealth Management
Oklahoma
$1.24M +$1.24M +2,513 New
UCI
1931
Uncommon Cents Investing
Wisconsin
$1.24M -$7.95K -15 -0.6%
PWM
1932
Paulson Wealth Management
Illinois
$1.24M +$43.5K +82 +4%
CIA
1933
Cladis Investment Advisory
Montana
$1.24M +$79.5K +150 +7%
FCFC
1934
First Commonwealth Financial Corp
Pennsylvania
$1.24M -$26K -49 -2%
BFA
1935
Buttonwood Financial Advisors
Maryland
$1.24M -$133K -250 -10%
AAIM
1936
Asset Advisors Investment Management
Georgia
$1.23M – – –
AWM
1937
Aevitas Wealth Management
Massachusetts
$1.23M +$1.59K +3 +0.1%
PAM
1938
Peak Asset Management
Colorado
$1.23M -$88.5K -167 -7%
PIA
1939
Perennial Investment Advisors
California
$1.22M -$47.2K -89 -4%
IIM
1940
Intact Investment Management
Quebec, Canada
$1.22M -$265K -500 -18%
WMP
1941
Wealth Management Partners
Arizona
$1.22M – – –
AJ
1942
Ashburton (Jersey)
Jersey
$1.22M -$360K -680 -23%
PNC
1943
Park National Corp
Ohio
$1.2M +$12.7K +24 +1%
JCM
1944
Jacobi Capital Management
Pennsylvania
$1.2M +$153K +289 +15%
SI
1945
Scharf Investments
California
$1.2M +$39.8K +75 +3%
Dimensional Fund Advisors
1946
Dimensional Fund Advisors
Texas
$1.2M -$112K -211,894 -9%
FCM
1947
Fortis Capital Management
Washington
$1.2M +$10.1K +19 +0.8%
QPW
1948
Quantum Private Wealth
Florida
$1.19M – – –
PMFA
1949
Plante Moran Financial Advisors
Michigan
$1.19M -$26K -49 -2%
SIG
1950
Sargent Investment Group
Maryland
$1.19M +$8.48K +16 +0.7%
76 77
78
79 80