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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 %
WEG
2126
World Equity Group
Illinois
$751K -$515K -1,019 -41%
AMC
2127
Asset Management Corp
Illinois
$749K +$1.52K +3 +0.2%
SICM
2128
Sustainable Insight Capital Management
New York
$743K -$9.6K -19 -1%
WCM
2129
WealthBridge Capital Management
Ohio
$743K – – –
PP
2130
PrairieView Partners
Minnesota
$743K +$10.1K +20 +1%
OBGC
2131
O'Brien Greene & Co
Pennsylvania
$742K +$742K +1,470 New
Bank of Montreal
2132
Bank of Montreal
Ontario, Canada
$741K -$361K -703,643 -33%
FAM
2133
Formidable Asset Management
Ohio
$741K +$10.8K +20 +1%
IBOK
2134
Independence Bank of Kentucky
Kentucky
$739K – – –
RCG
2135
Rock Creek Group
District of Columbia
$736K -$55.6K -110 -7%
KC
2136
Kenfarb & Co
Kentucky
$736K – – –
CSB
2137
City State Bank
Iowa
$735K -$7.58K -15 -1%
TPWA
2138
TRUE Private Wealth Advisors
Oregon
$734K -$62.1K -123 -8%
WAM
2139
Walker Asset Management
Missouri
$734K +$2.02K +4 +0.3%
JWWM
2140
Johnson & White Wealth Management
Pennsylvania
$733K +$733K +1,451 New
BA
2141
Ballast Advisors
Minnesota
$730K – – –
HWM
2142
Hemington Wealth Management
Virginia
$730K +$108K +214 +17%
MCA
2143
Magnolia Capital Advisors
Mississippi
$728K +$56K +111 +8%
ISWM
2144
Independent Solutions Wealth Management
New York
$727K +$270K +535 +59%
TF
2145
Tompkins Financial
New York
$727K +$88.4K +175 +14%
DIP
2146
DT Investment Partners
Pennsylvania
$726K -$857K -1,696 -54%
MFG
2147
Monte Financial Group
Connecticut
$726K -$94.4K -187 -12%
B
2148
Brightworth
Georgia
$726K -$3.03K -6 -0.4%
SP
2149
Successful Portfolios
Florida
$726K +$6.07K +12 +0.8%
PBO
2150
Peoples Bank (Ohio)
Ohio
$723K -$16.1K -32 -2%
84 85
86
87 88