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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 %
EC
1951
Enhancing Capital
Pennsylvania
$1.04M – – –
4WM
1952
44 Wealth Management
Oregon
$1.03M -$484K -958 -32%
WFC
1953
Western Financial Corp
California
$1.03M +$705K +1,396 +216%
MBT
1954
Montecito Bank & Trust
California
$1.03M -$73.3K -145 -7%
AB
1955
Atlas Brown
Kentucky
$1.03M -$41.4K -82 -4%
AMM
1956
American Money Management
California
$1.03M – – –
TSS
1957
Two Sigma Securities
New York
$1.03M +$438K +868 +75%
SC
1958
Saturna Capital
Washington
$1.02M +$22.7K +45 +2%
TF
1959
TLWM Financial
Texas
$1.02M +$699K +5,292 +216%
PFGIA
1960
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M -$16.7K -33 -2%
FPCP
1961
Fort Point Capital Partners
California
$1.01M +$72.2K +143 +8%
CG
1962
Carmignac Gestion
France
$1.01M +$1.01M +2,000 New
AT
1963
Arvest Trust
Oklahoma
$1.01M -$35.9K -71 -3%
SAM
1964
Seelaus Asset Management
New Jersey
$1M +$20.2K +40 +2%
JCM
1965
Jacobi Capital Management
Pennsylvania
$1M -$53K -105 -5%
FC
1966
Forte Capital
New York
$1M +$7.57K +15 +0.8%
PMA
1967
Prudent Man Advisors
Illinois
$999K -$5.05K -10 -0.5%
IWA
1968
IVC Wealth Advisors
Pennsylvania
$997K +$4.04K +8 +0.4%
KFA
1969
Kelleher Financial Advisors
New York
$993K -$473K -938 -32%
DCM
1970
DGS Capital Management
New Jersey
$991K +$108K +214 +12%
RWA
1971
Ropes Wealth Advisors
Massachusetts
$991K +$11.1K +22 +1%
FFWA
1972
FRG Family Wealth Advisors
Washington
$990K +$3.54K +7 +0.4%
LJAC
1973
L.J. Altfest & Co
New York
$981K +$22.2K +44 +2%
DEM
1974
Disciplined Equity Management
Florida
$979K +$646K +1,278 +194%
KWA
1975
Kellett Wealth Advisors
Ohio
$977K – – –
77 78
79
80 81