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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 %
AA
2051
Aire Advisors
California
$855K +$86K +170 +11%
SFA
2052
Source Financial Advisors
New York
$854K +$16.2K +32 +2%
VF
2053
Vista Finance
Missouri
$851K +$41.9K +83 +5%
CC
2054
Chicago Capital
Illinois
$851K +$310K +613 +57%
GLLW
2055
Graves Light Lenhart Wealth
Virginia
$849K +$9.09K +18 +1%
WW
2056
Waterfront Wealth
Kansas
$849K +$155K +285 +22%
BC
2057
Bowman & Company
Wisconsin
$848K +$31.3K +62 +4%
CPWA
2058
Cerro Pacific Wealth Advisors
California
$848K +$181K +358 +27%
TCB
2059
Texas Capital Bancshares
Texas
$847K – – –
WA
2060
WealthTrust Axiom
Pennsylvania
$845K – – –
PPP
2061
Private Portfolio Partners
New Jersey
$843K -$22.2K -44 -3%
CWM
2062
Cornerstone Wealth Management
Missouri
$842K +$39.4K +78 +5%
EA
2063
Eudaimonia Advisors
Tennessee
$840K -$41.9K -83 -5%
MCWA
2064
Meadow Creek Wealth Advisors
Georgia
$840K +$11.6K +23 +1%
CCFM
2065
Clear Creek Financial Management
Washington
$836K -$63.6K -126 -7%
FNBOH
2066
First National Bank of Hutchinson
Kansas
$834K +$54.1K +107 +7%
MAM
2067
Marotta Asset Management
Virginia
$833K -$16.7K -33 -2%
WIM
2068
WealthPlan Investment Management
Nebraska
$832K +$832K +1,533 New
GAM
2069
Gould Asset Management
California
$830K -$21.7K -43 -3%
RWP
2070
RWA Wealth Partners
Massachusetts
$830K +$63.1K +125 +8%
FCMC
2071
Founders Capital Management (Connecticut)
Connecticut
$829K – – –
LAS
2072
LWM Advisory Services
Florida
$824K +$76.7K +151 +10%
WWA
2073
WC Walker & Associates
California
$824K +$329K +605 +66%
RHBC
2074
R.H. Bluestein & Co
Michigan
$823K +$21.2K +42 +3%
DBT
2075
Dubuque Bank & Trust
Iowa
$819K +$19.7K +39 +2%
81 82
83
84 85