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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 %
FWTB
2026
First Western Trust Bank
Colorado
$875K +$875K +1,681 New
MFG
2027
Merit Financial Group
Georgia
$871K +$218K +428 +33%
DWM
2028
Darwin Wealth Management
Florida
$870K +$1.02K +2 +0.1%
GTAM
2029
Global Trust Asset Management
Florida
$869K -$322K -631 -27%
SICM
2030
Sustainable Insight Capital Management
New York
$867K +$9.69K +19 +1%
Wealth Enhancement Advisory Services
2031
Wealth Enhancement Advisory Services
Minnesota
$864K -$231K -453 -21%
AMG
2032
Asset Management Group
Connecticut
$864K +$2.55K +5 +0.3%
Macquarie Group
2033
Macquarie Group
Australia
$861K +$28.8K +56,386 +3%
MAM
2034
Marotta Asset Management
Virginia
$861K +$12.2K +24 +1%
TFCP
2035
Twin Focus Capital Partners
Massachusetts
$860K +$4.59K +9 +0.5%
SWG
2036
Summit Wealth Group
Vermont
$859K -$12.2K -24 -1%
PPP
2037
Private Portfolio Partners
New Jersey
$858K +$33.7K +66 +4%
WPA
2038
West Paces Advisors
Georgia
$856K +$193K +379 +29%
TCB
2039
Texas Capital Bancshares
Texas
$855K -$99.5K -195 -10%
FC
2040
Forte Capital
New York
$855K – – –
TPWA
2041
TRUE Private Wealth Advisors
Oregon
$855K +$5.58K +11 +0.7%
VWA
2042
Visionary Wealth Advisors
Illinois
$855K +$21.4K +42 +3%
DCM
2043
DGS Capital Management
New Jersey
$855K +$139K +273 +19%
WA
2044
WealthTrust Axiom
Pennsylvania
$854K +$53.5K +105 +7%
FNBOSM
2045
First National Bank of South Miami
Florida
$854K +$90.8K +178 +12%
TWA
2046
TCI Wealth Advisors
Arizona
$852K -$9.17K -18 -1%
FP
2047
Foundry Partners
Minnesota
$852K – – –
GLLW
2048
Graves Light Lenhart Wealth
Virginia
$849K -$131K -257 -13%
HCP
2049
Hexagon Capital Partners
Arkansas
$847K -$2.55K -5 -0.3%
DBT
2050
Dubuque Bank & Trust
Iowa
$844K -$60.2K -118 -7%
80 81
82
83 84