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 %
GFPC
2551
Global Financial Private Client
Florida
$391K +$10.9K +22 +3%
RCM
2552
Requisite Capital Management
Texas
$391K -$48.2K -102 -11%
EA
2553
Ellsworth Advisors
Ohio
$391K -$3.31K -7 -0.8%
WSC
2554
Wellington Shields & Co
New York
$390K -$121K -256 -24%
KFC
2555
Klingenstein Fields & Co
New York
$390K – – –
DFG
2556
Delta Financial Group
New Jersey
$388K – – –
FFC
2557
First Financial Corp
Indiana
$387K -$2.84K -6 -0.7%
CCM
2558
Chickasaw Capital Management
Tennessee
$385K – – –
LHEI
2559
Leo H. Evart Inc
California
$385K +$946 +2 +0.2%
FFG
2560
Fortem Financial Group
California
$384K -$68.5K -145 -15%
MIA
2561
Milestone Investment Advisors
Wisconsin
$383K +$383K +811 New
EPP
2562
ETF Portfolio Partners
Kansas
$382K -$6.14K -13 -2%
AFC
2563
AFT Forsyth & Company
Florida
$380K – – –
HKIMG
2564
Hutchens & Kramer Investment Management Group
Indiana
$379K -$132K -280 -26%
WC
2565
Woodstock Corp
Massachusetts
$379K -$6.62K -14 -2%
BMC
2566
Benin Management Corp
Connecticut
$379K – – –
TPWM
2567
Twelve Points Wealth Management
Massachusetts
$376K +$8.98K +19 +2%
WPWM
2568
Western Pacific Wealth Management
Illinois
$376K -$19.4K -41 -5%
BMC
2569
Beaton Management Company
Massachusetts
$374K – – –
OPOWM
2570
One Plus One Wealth Management
Florida
$374K -$50.6K -107 -12%
HAG
2571
HF Advisory Group
Maryland
$373K +$61.9K +131 +20%
GSIS
2572
Global Strategic Investment Solutions
Arizona
$373K +$8.98K +19 +2%
3IP
2573
3Chopt Investment Partners
Virginia
$373K +$200K +424 +116%
BMA
2574
Brooks Moore & Associates
Tennessee
$372K – – –
IFA
2575
Index Fund Advisors
California
$372K -$2.36K -5 -0.6%
101 102
103
104 105