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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 %
GCM
2326
Gables Capital Management
Florida
$515K – – –
SAMC
2327
Spectrum Asset Management (California)
California
$508K -$2.53K -5 -0.5%
DP
2328
Dearborn Partners
Illinois
$508K +$83.3K +165 +20%
BMO
2329
Beck Mack & Oliver
New York
$507K -$4.04K -8 -0.8%
WBG
2330
Wharton Business Group
Pennsylvania
$507K – – –
AP
2331
Adero Partners
California
$507K +$32K +59 +7%
BWP
2332
Balboa Wealth Partners
Arizona
$507K +$507K +1,003 New
MHR
2333
Matthew Hamilton Rosenberg
$506K +$11.1K +22 +2%
SCM
2334
Stonebridge Capital Management
California
$505K – – –
HNWAG
2335
High Net Worth Advisory Group
Florida
$504K – – –
AFG
2336
Allegheny Financial Group
Pennsylvania
$504K +$505 +1 +0.1%
BFIM
2337
Beese Fulmer Investment Management
Ohio
$503K -$34.3K -68 -6%
LI
2338
Lafayette Investments
Maryland
$503K – – –
BEAM
2339
Baker Ellis Asset Management
Washington
$502K -$93.4K -185 -16%
DCM
2340
Dimension Capital Management
Florida
$502K – – –
WB
2341
Webster Bank
Connecticut
$502K +$29.8K +59 +6%
OPA
2342
Old Port Advisors
Maine
$501K -$17.9K -34 -3%
KA
2343
Klingman & Associates
New York
$500K +$21.7K +43 +5%
KPW
2344
Kore Private Wealth
New York
$499K +$8.6K +17 +2%
FUBT
2345
First United Bank & Trust
Maryland
$494K -$2.53K -5 -0.5%
3F
2346
360 Financial
Minnesota
$492K – – –
MCM
2347
McRae Capital Management
New Jersey
$492K – – –
FI
2348
Financial Insights
Washington
$491K +$491K +973 New
SPP
2349
Single Point Partners
Massachusetts
$488K +$11.6K +23 +2%
KLCM
2350
KG&L Capital Management
Louisiana
$487K -$123K -244 -20%
92 93
94
95 96