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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 %
FAG
2051
Fortitude Advisory Group
Washington
$840K +$128K +251 +18%
SMA
2052
Sage Mountain Advisors
Georgia
$838K -$393K -771 -32%
FCMC
2053
Founders Capital Management (Connecticut)
Connecticut
$837K – – –
MCWA
2054
Meadow Creek Wealth Advisors
Georgia
$836K -$121K -238 -13%
SSWG
2055
Seven Springs Wealth Group
Tennessee
$836K – – –
OPWM
2056
Oxinas Partners Wealth Management
Indiana
$834K +$510 +1 +0.1%
SFG
2057
Sunburst Financial Group
Alabama
$832K +$29.1K +57 +4%
CSPIA
2058
Cary Street Partners Investment Advisory
Virginia
$831K +$57.6K +113 +7%
SKK
2059
Shepherd Kaplan Krochuk
Massachusetts
$830K -$169K -331 -17%
GAM
2060
Gould Asset Management
California
$830K +$153K +300 +23%
FOA
2061
Five Oceans Advisors
California
$828K +$16.8K +33 +2%
SFG
2062
Sovereign Financial Group
Connecticut
$827K +$119K +234 +17%
PCM
2063
Prelude Capital Management
New York
$826K +$826K +1,620 New
SFA
2064
Source Financial Advisors
New York
$825K -$23K -45 -3%
MFG
2065
Monte Financial Group
Connecticut
$823K -$414K -811 -33%
AIA
2066
Alera Investment Advisors
Illinois
$821K +$568K +1,113 +224%
OFS
2067
OneAscent Financial Services
Alabama
$821K +$821K +1,610 New
SEIA
2068
Signature Estate & Investment Advisors
California
$820K +$9.7K +19 +1%
TYCC
2069
Texas Yale Capital Corp
Florida
$820K +$25.5K +50 +3%
DF
2070
Donoghue Forlines
Massachusetts
$820K +$820K +1,607 New
IBOK
2071
Independence Bank of Kentucky
Kentucky
$819K -$58.6K -115 -7%
VF
2072
Vista Finance
Missouri
$816K +$816K +1,601 New
SSCA
2073
South Shore Capital Advisors
Massachusetts
$814K +$21.4K +42 +3%
BAM
2074
Bruderman Asset Management
New York
$812K +$532K +1,039 +190%
VNIM
2075
Vaughan Nelson Investment Management
Texas
$811K +$811K +1,590 New
81 82
83
84 85