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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 %
SGI
2401
Summit Global Investments
Utah
$446K +$1.51K +3 +0.3%
BAM
2402
Blueshift Asset Management
New Jersey
$445K +$445K +881 New
VC
2403
Veery Capital
Delaware
$444K +$505 +1 +0.1%
DCM
2404
Deuterium Capital Management
Florida
$443K -$439K -870 -50%
GC
2405
Garde Capital
Washington
$443K – – –
CFA
2406
CWS Financial Advisors
Michigan
$439K – – –
LWM
2407
Lyell Wealth Management
California
$439K +$11.1K +22 +3%
PPW
2408
Pasadena Private Wealth
California
$438K – – –
RWG
2409
Regal Wealth Group
California
$438K +$1.04K +2 +0.2%
SAM
2410
Synergy Asset Management
Washington
$437K -$6.95M -13,735 -94%
Cohen & Steers
2411
Cohen & Steers
New York
$437K – – –
FPFS
2412
First Personal Financial Services
North Carolina
$437K +$81.2K +161 +23%
HLOC
2413
H.L. Ormond & Company
North Carolina
$437K +$193K +383 +79%
NP
2414
Ninepoint Partners
Ontario, Canada
$436K -$152K -301 -26%
SAM
2415
Satovsky Asset Management
New York
$436K +$1.52K +3 +0.3%
WDA
2416
Wendell David Associates
New Hampshire
$436K +$24.3K +48 +6%
CWA
2417
Clarus Wealth Advisors
Arizona
$435K -$19.5K -39 -4%
FVWA
2418
Foster Victor Wealth Advisors
South Carolina
$435K -$4.16K -8 -0.9%
WDG
2419
Wealth Dimensions Group
Ohio
$435K -$505 -1 -0.1%
BC
2420
Barrett & Company
Rhode Island
$432K +$432K +815 New
NIM
2421
NuWave Investment Management
New Jersey
$432K +$432K +856 New
TA
2422
Trellis Advisors
Washington
$431K +$19.2K +38 +5%
JHCP
2423
Jackson Hole Capital Partners
Oklahoma
$431K +$135K +268 +46%
EGM
2424
Engineers Gate Manager
New York
$430K +$430K +852 New
WEPOG
2425
Wealth Enhancement & Preservation of GA
Georgia
$429K -$675K -1,337 -61%
95 96
97
98 99