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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 %
SW
2001
SteelPeak Wealth
California
$943K +$202K +400 +27%
E
2002
Ergoteles
New York
$939K +$939K +1,860 New
CA
2003
Centerpoint Advisors
Massachusetts
$934K – – –
AC
2004
Avory & Company
Florida
$930K – – –
DI
2005
DAGCO Inc
Ohio
$929K -$10.1K -20 -1%
BWP
2006
BSW Wealth Partners
Colorado
$928K -$90.9K -180 -9%
FPWM
2007
FSB Premier Wealth Management
Iowa
$921K +$13.6K +27 +2%
NB
2008
Northwest Bancshares
Pennsylvania
$920K – – –
JF
2009
JSF Financial
California
$920K +$5.05K +10 +0.6%
EHC
2010
Everett Harris & Co
California
$916K -$25.8K -51 -3%
SB
2011
Sunflower Bank
Texas
$915K -$90K -178 -9%
RIM
2012
Redwood Investment Management
Arizona
$913K +$581K +1,149 +175%
KOCAA
2013
Knights of Columbus Asset Advisors
Connecticut
$911K -$58.6K -116 -6%
WPA
2014
West Paces Advisors
Georgia
$908K +$3.03K +6 +0.3%
AWM
2015
Accurate Wealth Management
Florida
$906K +$295K +566 +48%
OFS
2016
Oldfather Financial Services
Nebraska
$903K -$1.52K -3 -0.2%
JWM
2017
Jeppson Wealth Management
California
$901K -$7.58K -15 -0.8%
GTAM
2018
Global Trust Asset Management
Florida
$900K +$43.4K +86 +5%
SFA
2019
Semmax Financial Advisors
North Carolina
$899K -$163K -300 -15%
AA
2020
Argent Advisors
Louisiana
$899K -$58.6K -116 -6%
MWC
2021
MBM Wealth Consultants
Missouri
$899K +$93.8K +182 +12%
AIC
2022
Argus Investors Counsel
New York
$899K +$96.5K +191 +12%
RIG
2023
Renaissance Investment Group
Massachusetts
$899K +$159K +294 +22%
BBNB
2024
Baker Boyer National Bank
Washington
$897K -$101K -200 -10%
EBA
2025
Eagle Bay Advisors
New York
$897K -$17.2K -34 -2%
79 80
81
82 83