UNH icon

UnitedHealth
UNH

Overview Fund Activity

3,094 hedge funds and large institutions have $383B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,387 increasing their positions, 1,239 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,094
Holders Change
-50
Holders Change %
-1.59%
% of All Funds
49.52%
Holding in Top 10
404
Holding in Top 10 Change
-178
Holding in Top 10 Change %
-30.58%
% of All Funds
6.47%
New
167
Increased
1,387
Reduced
1,239
Closed
145
Calls
$3.97B
Puts
$3.05B
Net Calls
+$917M
Net Calls Change
+$882M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$865M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
3
Renaissance Technologies
Renaissance Technologies
New York
+$431M
4
GQG Partners
GQG Partners
Florida
+$415M
5
FCM
Farallon Capital Management
California
+$409M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.37B
2
M1FG
Mach-1 Financial Group
Arkansas
-$1.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.23B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
5
Barclays
Barclays
United Kingdom
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
2476
Winthrop Advisory Group
Massachusetts
$443K +$6.62K +14 +2%
HWM
2477
HFR Wealth Management
New York
$442K -$19.4K -41 -4%
AA
2478
Aufman Associates
Pennsylvania
$442K +$472 +1 +0.1%
LFG
2479
Lockerman Financial Group
California
$441K -$12.3K -26 -3%
XWM
2480
Xcel Wealth Management
Florida
$441K +$4.73K +10 +1%
MC
2481
Matisse Capital
Oregon
$440K – – –
PO
2482
Private Ocean
California
$439K -$2.84K -6 -0.6%
BAM
2483
Blueshift Asset Management
New Jersey
$439K +$196K +414 +81%
JWS
2484
Juncture Wealth Strategies
Arizona
$436K +$236K +500 +118%
TMWM
2485
Taylor & Morgan Wealth Management
Michigan
$436K +$472 +1 +0.1%
IF
2486
Insight Folios
North Carolina
$436K – – –
PWM
2487
PRW Wealth Management
Massachusetts
$436K – – –
C1AG
2488
Client 1st Advisory Group
Florida
$435K – – –
GC
2489
Garde Capital
Washington
$434K -$11.3K -24 -3%
BIA
2490
Barry Investment Advisors
Massachusetts
$433K +$946 +2 +0.2%
NECFA
2491
New England Capital Financial Advisors
Connecticut
$432K +$472 +1 +0.1%
AGC
2492
Aspen Grove Capital
Colorado
$432K +$85.1K +180 +25%
KFS
2493
Kaizen Financial Strategies
California
$432K +$64.2K +136 +17%
WIM
2494
WealthPlan Investment Management
Nebraska
$431K -$322K -682 -43%
RW
2495
REDW Wealth
New Mexico
$430K +$90.7K +192 +27%
ML
2496
Mayport LLC
Massachusetts
$429K +$109K +230 +34%
BFG
2497
Barber Financial Group
Kansas
$429K -$22.7K -48 -5%
OCM
2498
Osterweis Capital Management
California
$429K +$99.2K +210 +30%
JEST
2499
JTC Employer Solutions Trustee
Jersey
$428K +$60.1K +126 +16%
CAG
2500
Crestwood Advisors Group
Massachusetts
$428K -$492K -1,041 -53%
98 99
100
101 102