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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 %
BEAM
2201
Baker Ellis Asset Management
Washington
$617K -$5.1K -10 -0.8%
ZIC
2202
ZWJ Investment Counsel
Georgia
$616K -$73.9K -145 -11%
SC
2203
Saturna Capital
Washington
$612K – – –
PWM
2204
Penobscot Wealth Management
Maine
$611K +$510 +1 +0.1%
WMA
2205
West Michigan Advisors
Michigan
$611K +$4.08K +8 +0.7%
AF
2206
Aldebaran Financial
$607K -$12.8K -25 -2%
BFA
2207
Buttonwood Financial Advisors
Maryland
$607K +$607K +1,190 New
CYG
2208
Clean Yield Group
Vermont
$606K +$13.3K +26 +2%
MMM
2209
Mendel Money Management
Illinois
$606K +$606K +1,188 New
KLCM
2210
KG&L Capital Management
Louisiana
$605K -$33.1K -65 -5%
DA
2211
Dillon & Associates
Michigan
$605K – – –
AWM
2212
Accurate Wealth Management
Florida
$603K +$359K +705 +147%
RIG
2213
Renaissance Investment Group
Massachusetts
$601K -$298K -595 -33%
KCM
2214
Kanawha Capital Management
Virginia
$601K – – –
AWM
2215
AllSquare Wealth Management
New York
$601K +$35.7K +70 +6%
LSC
2216
Lesa Sroufe & Co
Washington
$600K – – –
JI
2217
Jeereddi Investments
California
$599K – – –
Simplex Trading
2218
Simplex Trading
Illinois
$598K -$23.6M -46,384 -98%
EBA
2219
Eagle Bay Advisors
New York
$596K -$118K -231 -16%
HC
2220
Hendley & Co
Ohio
$595K – – –
NP
2221
Ninepoint Partners
Ontario, Canada
$594K – – –
BHBT
2222
Burke & Herbert Bank & Trust
Virginia
$592K -$137K -268 -19%
HCP
2223
Holt Capital Partners
Texas
$592K – – –
HCM
2224
Hodges Capital Management
Texas
$592K – – –
ICP
2225
Interchange Capital Partners
Pennsylvania
$589K +$4.59K +9 +0.8%
87 88
89
90 91