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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 %
AT
2001
Arvest Trust
Oklahoma
$1.07M +$12.7K +24 +1%
EFM
2002
E Fund Management
China
$1.07M -$71.1K -134 -6%
CG
2003
Carmignac Gestion
France
$1.06M – – –
SFB
2004
STAR Financial Bank
Indiana
$1.06M +$1.06M +1,998 New
DCM
2005
DGS Capital Management
New Jersey
$1.05M +$6.36K +12 +0.6%
KFA
2006
Kelleher Financial Advisors
New York
$1.05M +$3.18K +6 +0.3%
LIG
2007
Lokken Investment Group
Delaware
$1.05M +$26.5K +50 +3%
IWA
2008
IVC Wealth Advisors
Pennsylvania
$1.04M +$610K +2,800 +142%
FFWA
2009
FRG Family Wealth Advisors
Washington
$1.04M – – –
SAM
2010
Seelaus Asset Management
New Jersey
$1.04M -$15.9K -30 -2%
1W
2011
1776 Wealth
Georgia
$1.04M +$14.8K +28 +1%
CF
2012
Copperwynd Financial
Arizona
$1.04M -$90.7K -171 -8%
SW
2013
SMART Wealth
Nebraska
$1.03M +$1.03M +1,948 New
CAG
2014
Crestwood Advisors Group
Massachusetts
$1.03M +$367K +692 +55%
MPCL
2015
My Personal CFO LLC
Washington
$1.03M +$1.03M +1 New
SFG
2016
Sovereign Financial Group
Connecticut
$1.03M +$178K +335 +21%
PFA
2017
Professional Financial Advisors
Nebraska
$1.03M +$5.83K +11 +0.6%
SAS
2018
Stelac Advisory Services
New York
$1.03M +$7.95K +15 +0.8%
DEM
2019
Disciplined Equity Management
Florida
$1.03M – – –
VV
2020
Verity & Verity
South Carolina
$1.03M +$1.03M +1,935 New
BCP
2021
Berkeley Capital Partners
Georgia
$1.03M +$7.95K +15 +0.8%
SW
2022
SteelPeak Wealth
California
$1.02M +$33.4K +63 +3%
CFO
2023
Callan Family Office
Pennsylvania
$1.02M +$1.02M +1,927 New
VWMG
2024
Virginia Wealth Management Group
Virginia
$1.02M +$8.48K +16 +0.8%
AIC
2025
Archer Investment Corporation
Indiana
$1.02M -$6.36K -12 -0.6%
79 80
81
82 83