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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 %
SKK
2076
Shepherd Kaplan Krochuk
Massachusetts
$817K – – –
WP
2077
WMS Partners
Maryland
$816K +$7.07K +14 +0.9%
FWTB
2078
First Western Trust Bank
Colorado
$814K -$27.8K -55 -3%
HWM
2079
Horizon Wealth Management
Illinois
$814K -$16.2K -32 -2%
QFA
2080
Quantum Financial Advisors
California
$814K – – –
FAG
2081
Fortitude Advisory Group
Washington
$814K +$19.7K +39 +2%
JGCM
2082
Joseph Group Capital Management
Ohio
$813K +$813K +1,610 New
SFG
2083
Sovereign Financial Group
Connecticut
$812K -$12.1K -24 -1%
SFG
2084
Sather Financial Group
Texas
$809K – – –
SEIA
2085
Signature Estate & Investment Advisors
California
$808K +$55K +109 +7%
VNA
2086
Valley National Advisers
Pennsylvania
$806K +$43.9K +84 +6%
NWM
2087
Northwest Wealth Management
Iowa
$806K +$75.2K +149 +10%
CA
2088
Crumly & Associates
Illinois
$805K +$8.58K +17 +1%
ODFS
2089
O'Donnell Financial Services
California
$801K -$30.3K -60 -4%
SFG
2090
Sunburst Financial Group
Alabama
$800K -$31.3K -62 -4%
MCM
2091
MV Capital Management
Maryland
$800K +$45.4K +90 +6%
SWA
2092
SFMG Wealth Advisors
Texas
$800K +$67K +134 +9%
MAM
2093
Marquette Asset Management
Minnesota
$797K -$1.52K -3 -0.2%
SSCA
2094
South Shore Capital Advisors
Massachusetts
$797K – – –
AAP
2095
Arax Advisory Partners
Colorado
$797K +$4.55K +9 +0.6%
Fuller & Thaler Asset Management
2096
Fuller & Thaler Asset Management
California
$795K -$679K -1,345 -46%
TFCP
2097
Twin Focus Capital Partners
Massachusetts
$795K -$22.2K -44 -3%
CWM
2098
CCG Wealth Management
California
$790K +$37.4K +74 +5%
UCB
2099
United Community Bank
South Carolina
$789K +$44.4K +88 +6%
CI
2100
Cavalier Investments
Georgia
$789K -$254K -504 -24%
82 83
84
85 86