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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 %
EHC
2001
Everett Harris & Co
California
$907K +$41.8K +82 +5%
SI
2002
Scharf Investments
California
$907K +$60.2K +118 +7%
Jacobs Levy Equity Management
2003
Jacobs Levy Equity Management
New Jersey
$907K +$381K +746 +72%
MA
2004
MCF Advisors
Kentucky
$907K +$907K +1,779 New
FPF
2005
First Pacific Financial
Washington
$906K -$82.6K -162 -8%
PP
2006
Patron Partners
Texas
$900K +$20.4K +40 +2%
KWA
2007
Kellett Wealth Advisors
Ohio
$898K -$107K -210 -11%
SDWMA
2008
Schneider Downs Wealth Management Advisors
Pennsylvania
$898K -$60.2K -118 -6%
TNB
2009
Thomasville National Bank
Georgia
$898K +$58.7K +115 +7%
SIP
2010
Stoneridge Investment Partners
Pennsylvania
$897K +$897K +1,759 New
MWC
2011
MBM Wealth Consultants
Missouri
$896K +$26K +51 +3%
DA
2012
DSC Advisors
Illinois
$895K +$415K +814 +87%
GA
2013
Geller Advisors
New York
$894K -$54.1K -106 -6%
ODFS
2014
O'Donnell Financial Services
California
$894K – – –
SIC
2015
Samalin Investment Counsel
New York
$893K +$188K +369 +27%
DCM
2016
Deuterium Capital Management
Florida
$891K +$891K +1,747 New
MC
2017
Miramar Capital
Illinois
$890K +$683K +1,340 +331%
SIA
2018
Soltis Investment Advisors
Utah
$888K +$33.2K +65 +4%
SOS
2019
Silver Oak Securities
Tennessee
$887K +$887K +1,625 New
HBCM
2020
Heron Bay Capital Management
Michigan
$885K – – –
MAM
2021
Marquette Asset Management
Minnesota
$885K +$108K +212 +14%
C
2022
Certuity
Florida
$883K +$160K +314 +22%
MCA
2023
Magnolia Capital Advisors
Mississippi
$881K +$4.59K +9 +0.5%
F
2024
F3Logic
Minnesota
$878K -$38.4K -75 -4%
ANB
2025
Amarillo National Bank
Texas
$878K -$3.57K -7 -0.4%
79 80
81
82 83