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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 %
CAL
2151
Capital Advisors Ltd
Ohio
$722K +$15.7K +31 +2%
SMH
2152
Sanders Morris Harris
Texas
$721K – – –
MA
2153
Modus Advisors
Minnesota
$719K – – –
CC
2154
Courier Capital
New York
$719K +$16.2K +32 +2%
IIC
2155
Integrated Investment Consultants
Michigan
$716K -$58.1K -115 -8%
IAMOG
2156
Investors Asset Management of Georgia
Georgia
$715K – – –
BBI
2157
Baxter Bros Inc
Connecticut
$707K -$9.1K -18 -1%
BCM
2158
Brown Capital Management
Maryland
$702K -$200K -396 -22%
LWM
2159
Liberty Wealth Management
California
$701K +$343K +680 +96%
SC
2160
Steph & Co
Wisconsin
$700K -$98.4K -195 -12%
PCM
2161
Perritt Capital Management
Illinois
$700K -$12.1K -24 -2%
TWM
2162
TriaGen Wealth Management
California
$700K +$435K +862 +165%
IIA
2163
ICW Investment Advisors
Arizona
$699K +$505 +1 +0.1%
RZH
2164
Relyea Zuckerberg Hanson
Connecticut
$699K +$92.5K +183 +15%
VCM
2165
Virtue Capital Management
Tennessee
$698K -$78.7K -156 -10%
NA
2166
Navellier & Associates
Nevada
$697K +$2.02K +4 +0.3%
CAWM
2167
Capital Advisors Wealth Management
Washington
$695K +$101K +200 +17%
ICM
2168
Islay Capital Management
Texas
$694K -$17.7K -35 -2%
SRC
2169
Sage Rhino Capital
California
$693K -$98.9K -196 -12%
TWP
2170
Tower Wealth Partners
Pennsylvania
$687K -$7.21K -13 -1%
SW
2171
StrongBox Wealth
Missouri
$687K +$93.4K +185 +16%
BA
2172
Birinyi Associates
Connecticut
$682K – – –
ZIMP
2173
Zimmermann Investment Management & Planning
Pennsylvania
$682K +$420K +832 +160%
FNB
2174
Farmers National Bank
Kentucky
$681K +$3.03K +6 +0.4%
TNB
2175
Thomasville National Bank
Georgia
$680K -$13.1K -26 -2%
85 86
87
88 89