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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 %
A
2401
AustralianSuper
Australia
$421K -$872 -1,709 -0.2%
BWM
2402
Baystate Wealth Management
Massachusetts
$420K -$1.53K -3 -0.4%
ZIG
2403
Zuckerman Investment Group
Illinois
$420K +$3.57K +7 +0.9%
FFG
2404
Fortem Financial Group
California
$420K +$8.16K +16 +2%
WW
2405
Waterfront Wealth
Kansas
$420K +$420K +774 New
EPP
2406
ETF Portfolio Partners
Kansas
$419K – – –
CNC
2407
Citizens & Northern Corp
Pennsylvania
$418K -$42.8K -84 -9%
KCPG
2408
Kavar Capital Partners Group
Kansas
$418K – – –
Westfield Capital Management
2409
Westfield Capital Management
Massachusetts
$418K +$12.7K +25 +3%
ISWM
2410
Independent Solutions Wealth Management
New York
$417K +$16.8K +33 +4%
CCM
2411
Chickasaw Capital Management
Tennessee
$416K – – –
KM
2412
Kalos Management
Georgia
$415K -$88.3K -174 -18%
RFA
2413
RTD Financial Advisors
Pennsylvania
$414K +$68.3K +134 +20%
MSS
2414
Mitchell Sinkler & Starr
Pennsylvania
$413K +$204K +400 +98%
GC
2415
Garde Capital
Washington
$412K -$61.7K -121 -13%
CMBA
2416
C.M. Bidwell & Associates
Hawaii
$411K -$2.04K -4 -0.5%
RFP
2417
Roth Financial Partners
Texas
$411K +$262K +514 +176%
LHEI
2418
Leo H. Evart Inc
California
$410K +$1.02K +2 +0.2%
FPIS
2419
Financial Planning & Information Services
Wisconsin
$410K +$51.1K +100 +14%
MPCG
2420
Matrix Private Capital Group
New York
$410K +$83.2K +163 +25%
AIP
2421
Ahrens Investment Partners
Louisiana
$409K -$247K -484 -38%
RWA
2422
RGT Wealth Advisors
Texas
$408K -$324K -636 -44%
MSR
2423
Main Street Research
Connecticut
$408K -$108K -212 -21%
RG
2424
Rathbones Group
United Kingdom
$408K -$2.55K -5 -0.6%
RCA
2425
Resonant Capital Advisors
Wisconsin
$408K +$108K +211 +36%
95 96
97
98 99