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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 %
AIM
2301
Alhambra Investment Management
Florida
$530K +$12.6K +25 +2%
SIMM
2302
Stillwater Investment Management (Minnesota)
Minnesota
$529K +$1.52K +3 +0.3%
SCFS
2303
S.C. Financial Services
Arizona
$528K -$17.2K -34 -3%
WA
2304
Waddell & Associates
Tennessee
$528K -$3.54K -7 -0.7%
KCM
2305
Kathmere Capital Management
Pennsylvania
$525K -$739K -1,463 -58%
CWS
2306
Cypress Wealth Services
California
$525K -$140K -278 -21%
WWM
2307
Windsor Wealth Management
Indiana
$525K -$15.7K -31 -3%
ACM
2308
Absolute Capital Management
Pennsylvania
$524K +$524K +1,038 New
KWM
2309
Kaydan Wealth Management
Michigan
$524K -$66.7K -132 -11%
HCM
2310
Hengehold Capital Management
Ohio
$524K – – –
CG
2311
Clarus Group
Texas
$524K – – –
GWAM
2312
Guardian Wealth Advisors (Minnesota)
Minnesota
$523K -$20.2K -40 -4%
HFP
2313
Holistic Financial Partners
Indiana
$523K +$11.1K +22 +2%
FP
2314
Foundry Partners
Minnesota
$523K +$37.9K +75 +8%
RCG
2315
Regatta Capital Group
California
$523K +$231K +450 +79%
CFFP
2316
Center for Financial Planning
Michigan
$522K +$8.08K +16 +2%
DWM
2317
Darwin Wealth Management
Florida
$521K -$306K -587 -37%
CHA
2318
Cooper/Haims Advisors
New York
$521K – – –
BDF
2319
Black Diamond Financial
Maryland
$520K – – –
FCB
2320
First Command Bank
Texas
$519K +$3.54K +7 +0.7%
FCFS
2321
First Command Financial Services
Texas
$519K +$3.54K +7 +0.7%
COCM
2322
Charter Oak Capital Management
New Hampshire
$518K +$5.05K +10 +1%
KIG
2323
Kowal Investment Group
Wisconsin
$517K +$33.8K +67 +7%
FA
2324
Fagan Associates
New York
$516K – – –
SFPG
2325
Stonebridge Financial Planning Group
Florida
$516K +$58.1K +115 +13%
91 92
93
94 95