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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 %
RCM
2376
Requisite Capital Management
Texas
$470K – – –
FCIM
2377
Fairview Capital Investment Management
California
$469K +$15.1K +30 +3%
CM
2378
Columbus Macro
Pennsylvania
$468K -$3.53K -7 -0.7%
BIA
2379
Barry Investment Advisors
Massachusetts
$468K -$1.52K -3 -0.3%
IF
2380
Insight Folios
North Carolina
$466K +$1.52K +3 +0.3%
PWA
2381
PCG Wealth Advisors
Kansas
$466K +$233K +462 +100%
LODC
2382
Lanham O'Dell & Company
West Virginia
$465K – – –
C1AG
2383
Client 1st Advisory Group
Florida
$465K +$52.5K +104 +13%
FSC
2384
Full Sail Capital
Oklahoma
$464K -$25.8K -51 -5%
LDB
2385
Lee, Danner & Bass
Tennessee
$464K – – –
DCM
2386
Driehaus Capital Management
Illinois
$463K +$118K +234 +34%
WA
2387
WESPAC Advisors
California
$462K +$130K +258 +39%
MPW
2388
Monterey Private Wealth
California
$460K -$21.4K -42 -4%
UIA
2389
UBP Investment Advisors
Switzerland
$460K – – –
MSS
2390
Mitchell Sinkler & Starr
Pennsylvania
$458K +$49K +97 +12%
AG
2391
AlphaSimPlex Group
Massachusetts
$457K +$66.2K +131 +17%
EFI
2392
EHP Funds Inc
Canada
$455K -$101K -200 -18%
AAMC
2393
Asset Allocation & Management Company
Illinois
$455K +$505 +1 +0.1%
OPOWM
2394
One Plus One Wealth Management
Florida
$454K -$14.2K -28 -3%
SCG
2395
Sonata Capital Group
Washington
$454K – – –
FH
2396
FWG Holdings
Florida
$453K -$19.2K -38 -4%
M
2397
Mirova
France
$453K -$7.07K -14 -2%
LWP
2398
Lumature Wealth Partners
Georgia
$447K -$30.8K -61 -6%
PWM
2399
PRW Wealth Management
Massachusetts
$447K – – –
OCM
2400
Objective Capital Management
Ohio
$447K +$6.57K +13 +1%
94 95
96
97 98