UNH icon

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 %
RPWA
1951
Regent Peak Wealth Advisors
Georgia
$1.18M -$80.6K -152 -6%
PWM
1952
Prentice Wealth Management
New York
$1.18M +$36K +68 +3%
MFP
1953
Meridian Financial Partners
Virginia
$1.18M +$6.29K +13 +0.5%
KCM
1954
Kathmere Capital Management
Pennsylvania
$1.18M +$626K +1,180 +113%
SIM
1955
SSI Investment Management
California
$1.17M -$1.06K -2 -0.1%
RIM
1956
Redwood Investment Management
Arizona
$1.17M +$213K +401 +22%
CPIG
1957
Chicago Partners Investment Group
Illinois
$1.17M -$37.2K -78 -3%
CC
1958
Copperleaf Capital
North Carolina
$1.17M -$531K -1,001 -31%
AAG
1959
Armstrong Advisory Group
Massachusetts
$1.17M +$1.17M +2,202 New
EWS
1960
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$55.1K +104 +5%
SIAG
1961
Safeguard Investment Advisory Group
California
$1.16M +$9.01K +17 +0.8%
TFS
1962
TrustCore Financial Services
Tennessee
$1.16M -$110K -208 -9%
ACM
1963
Allred Capital Management
Texas
$1.16M +$3.18K +6 +0.3%
KCM
1964
KRS Capital Management
Michigan
$1.16M +$40.8K +77 +4%
EP
1965
EPIQ Partners
Minnesota
$1.15M +$15.9K +30 +1%
PP
1966
Paloma Partners
Connecticut
$1.15M +$1.15M +2,178 New
SAM
1967
Secure Asset Management
Michigan
$1.15M +$33.4K +63 +3%
FP
1968
Fiduciary Planning
Florida
$1.15M -$41.9K -79 -4%
PWM
1969
PBMares Wealth Management
Virginia
$1.15M -$250K -471 -18%
HHGA
1970
Halbert Hargrove Global Advisors
California
$1.15M +$40.3K +76 +4%
MIM
1971
MTM Investment Management
South Carolina
$1.15M +$17.5K +33 +2%
FC
1972
Forte Capital
New York
$1.15M +$94.9K +179 +9%
BAG
1973
Briggs Advisory Group
Rhode Island
$1.15M +$46.7K +88 +4%
SPWG
1974
Syntegra Private Wealth Group
Missouri
$1.14M +$1.14M +2,144 New
MAM
1975
McLean Asset Management
Virginia
$1.14M +$24.9K +47 +2%
77 78
79
80 81