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UnitedHealth
UNH

Overview Fund Activity

2,948 hedge funds and large institutions have $462B invested in UnitedHealth in 2022 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,264 increasing their positions, 1,133 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,948
Holders Change
+58
Holders Change %
+2.01%
% of All Funds
46.65%
Holding in Top 10
442
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+20.77%
% of All Funds
6.99%
New
188
Increased
1,264
Reduced
1,133
Closed
93
Calls
$2.64B
Puts
$2.66B
Net Calls
-$23.8M
Net Calls Change
+$781M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$756M
3
Invesco
Invesco
Georgia
+$677M
4
Jennison Associates
Jennison Associates
New York
+$644M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$585M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.6B
2
LPC
Lone Pine Capital
Connecticut
-$730M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$686M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$684M
5
Barclays
Barclays
United Kingdom
-$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
1951
Everhart Financial Group
Ohio
$989K +$330K +647 +50%
BAG
1952
Briggs Advisory Group
Rhode Island
$988K +$2.04K +4 +0.2%
LJAC
1953
L.J. Altfest & Co
New York
$988K +$94.4K +185 +11%
CA
1954
Centerpoint Advisors
Massachusetts
$984K -$67.8K -133 -6%
HFM
1955
Harvest Fund Management
China
$983K -$109K -214 -10%
AWA
1956
Amplius Wealth Advisors
Pennsylvania
$981K -$182K -357 -16%
HHGA
1957
Halbert Hargrove Global Advisors
California
$981K +$21.4K +42 +2%
MPCL
1958
My Personal CFO LLC
Washington
$977K -$16.3K -32 -2%
CNB
1959
Camden National Bank
Maine
$976K +$3.57K +7 +0.4%
LIG
1960
Lokken Investment Group
Delaware
$974K – – –
AIC
1961
Archer Investment Corporation
Indiana
$973K +$268K +512 +38%
PCM
1962
Parsons Capital Management
Rhode Island
$971K +$21.4K +42 +2%
PIM
1963
Profit Investment Management
Maryland
$968K – – –
SAM
1964
Seelaus Asset Management
New Jersey
$967K -$375K -735 -28%
SI
1965
Saxon Interests
Texas
$967K +$564K +1,106 +140%
CPIG
1966
Chicago Partners Investment Group
Illinois
$965K +$129K +274 +15%
DA
1967
Detalus Advisors
Missouri
$960K -$5.1K -10 -0.5%
PCM
1968
Pointe Capital Management
Michigan
$960K +$12.8K +25 +1%
JCM
1969
Jacobi Capital Management
Pennsylvania
$959K +$115K +226 +14%
5L
1970
55I LLC
Massachusetts
$959K +$126K +247 +15%
KCM
1971
KRS Capital Management
Michigan
$958K +$13.8K +27 +1%
PAG
1972
Paladin Advisory Group
Iowa
$958K +$958K +1,869 New
EA
1973
Echo45 Advisors
California
$956K -$145K -285 -13%
APG
1974
Abacus Planning Group
South Carolina
$956K – – –
DWM
1975
Drive Wealth Management
Utah
$956K +$239K +469 +33%
77 78
79
80 81