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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 %
Cohen & Steers
2526
Cohen & Steers
New York
$409K – – –
SGWM
2527
Sterling Group Wealth Management
California
$408K +$56.2K +119 +16%
TW
2528
Towerpoint Wealth
California
$406K -$141K -299 -26%
SFG
2529
StrategIQ Financial Group
Indiana
$405K +$42.5K +90 +12%
CC
2530
Corton Capital
Ontario, Canada
$405K -$58.6K -124 -13%
LODC
2531
Lanham O'Dell & Company
West Virginia
$404K -$30.7K -65 -7%
KCPG
2532
Kavar Capital Partners Group
Kansas
$402K – – –
EWM
2533
Elite Wealth Management
Washington
$402K +$402K +850 New
SDAM
2534
Shulman DeMeo Asset Management
New York
$401K +$9.92K +21 +3%
CHA
2535
Cooper/Haims Advisors
New York
$401K -$56.7K -120 -12%
PPW
2536
Pasadena Private Wealth
California
$401K – – –
TA
2537
Trellis Advisors
Washington
$400K +$3.31K +7 +0.8%
LSIA
2538
LaSalle St. Investment Advisors
Illinois
$400K +$400K +847 New
CFA
2539
CWS Financial Advisors
Michigan
$397K +$24.6K +52 +7%
PWS
2540
Peterson Wealth Services
Utah
$397K +$110K +232 +38%
SWM
2541
Salvus Wealth Management
New Jersey
$396K +$17K +36 +4%
LF
2542
Lantz Financial
Illinois
$396K +$28.8K +61 +8%
RWP
2543
Ridgecrest Wealth Partners
California
$395K +$56.7K +120 +17%
CIM
2544
Contravisory Investment Management
Massachusetts
$394K -$7.78M -16,463 -95%
WP
2545
Westmount Partners
California
$394K +$5.67K +12 +1%
SSWM
2546
Strait & Sound Wealth Management
California
$394K +$7.09K +15 +2%
LT
2547
Legacy Trust
Michigan
$392K +$70.9K +150 +22%
SWA
2548
SOA Wealth Advisors
New York
$392K +$3.31K +7 +0.9%
AWC
2549
Abundance Wealth Counselors
Pennsylvania
$392K -$7.09K -15 -2%
AWM
2550
Avaii Wealth Management
Wisconsin
$392K +$5.2K +11 +1%
100 101
102
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