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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 %
RG
2501
Rathbones Group
United Kingdom
$427K +$18.9K +40 +5%
MWM
2502
Mascoma Wealth Management
New Hampshire
$426K -$11.8K -24 -3%
AP
2503
Arlington Partners
Alabama
$426K +$106K +224 +33%
SCG
2504
Sonata Capital Group
Washington
$424K – – –
CFAM
2505
Coury Firm Asset Management
Pennsylvania
$422K +$422K +893 New
SAM
2506
SignalPoint Asset Management
Missouri
$422K +$7.09K +15 +2%
PPWM
2507
Paragon Private Wealth Management
Kentucky
$422K +$3.78K +8 +0.9%
GCP
2508
Garda Capital Partners
Minnesota
$421K -$999K -2,114 -70%
TA
2509
TFB Advisors
Kansas
$421K +$11.8K +25 +3%
CB
2510
Centennial Bank
Arkansas
$420K -$11.8K -25 -3%
AIP
2511
Almanack Investment Partners
Pennsylvania
$418K -$62.4K -132 -13%
SBWIC
2512
Schaper Benz & Wise Investment Counsel
Wisconsin
$416K – – –
CAM
2513
Columbia Asset Management
Michigan
$416K +$45.4K +96 +12%
IPW
2514
Invictus Private Wealth
Colorado
$415K -$47.3K -100 -10%
WDA
2515
Wendell David Associates
New Hampshire
$415K – – –
RFN
2516
Redwood Financial Network
Ohio
$414K +$86.5K +183 +26%
RWM
2517
Revisor Wealth Management
Ohio
$414K +$414K +876 New
CAL
2518
Capital Advisors Ltd
Ohio
$413K -$491K -1,038 -54%
FUBT
2519
First United Bank & Trust
Maryland
$412K -$27.4K -58 -6%
BAM
2520
Byrne Asset Management
New Jersey
$412K -$8.03K -17 -2%
WM
2521
Whitford Management
New York
$411K -$1.17M -2,472 -74%
SAM
2522
Satovsky Asset Management
New York
$411K +$1.42K +3 +0.3%
LGWM
2523
Litman Gregory Wealth Management
California
$411K +$411K +869 New
TIA
2524
Traphagen Investment Advisors
New Jersey
$410K +$39.2K +83 +11%
KIG
2525
Kennedy Investment Group
New Jersey
$409K +$193K +408 +89%
99 100
101
102 103