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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 %
SRC
1976
Sage Rhino Capital
California
$955K -$12.2K -24 -1%
CAM
1977
Campion Asset Management
Virginia
$954K -$5.1K -10 -0.5%
1W
1978
1776 Wealth
Georgia
$949K -$110K -224 -10%
LGF
1979
LGT Group Foundation
Liechtenstein
$949K +$5.64K +11 +0.6%
SB
1980
Strategic Blueprint
Georgia
$949K +$188K +369 +25%
FPCP
1981
Fort Point Capital Partners
California
$948K -$50.5K -99 -5%
AA
1982
Argent Advisors
Louisiana
$948K +$38.8K +76 +4%
SCM
1983
Southport Capital Management
Tennessee
$945K -$1.55M -3,041 -62%
FPWM
1984
FSB Premier Wealth Management
Iowa
$942K -$124K -236 -12%
OFS
1985
Oldfather Financial Services
Nebraska
$939K -$1.57K -3 -0.2%
AC
1986
Avory & Company
Florida
$939K +$939K +1,841 New
BEI
1987
Benjamin Edwards Inc
Missouri
$938K +$307K +601 +49%
GC
1988
GFG Capital
Florida
$929K -$324K -636 -26%
NB
1989
Northwest Bancshares
Pennsylvania
$929K – – –
TA
1990
TCM Advisors
West Virginia
$927K -$1.01M -2,016 Closed
OWA
1991
One Wealth Advisors
California
$924K +$288K +564 +45%
RWA
1992
Ropes Wealth Advisors
Massachusetts
$923K -$415K -814 -31%
JWM
1993
Jeppson Wealth Management
California
$916K +$3.06K +6 +0.3%
PP
1994
Paloma Partners
Connecticut
$915K -$606K -1,189 -40%
STA
1995
Summit Trail Advisors
New York
$915K +$235K +460 +34%
XWM
1996
Xcel Wealth Management
Florida
$914K -$10.2K -20 -1%
EA
1997
Eudaimonia Advisors
Tennessee
$914K – – –
KFGK
1998
Keystone Financial Group (Kentucky)
Kentucky
$911K +$2.55K +5 +0.3%
BCM
1999
Brown Capital Management
Maryland
$910K – – –
VWMG
2000
Virginia Wealth Management Group
Virginia
$909K +$533 +1 +0.1%
78 79
80
81 82