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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 %
OBWG
2576
Onyx Bridge Wealth Group
New York
$372K +$40.2K +85 +12%
WPC
2577
Waters Parkerson & Co
Louisiana
$371K +$1.89K +4 +0.5%
HL
2578
HeadInvest LLC
Maine
$371K -$6.62K -14 -2%
CWM
2579
Catalyst Wealth Management
Georgia
$371K +$5.67K +12 +2%
SL
2580
Sentry LLC
Tennessee
$371K +$371K +785 New
CAS
2581
Coppell Advisory Solutions
Texas
$370K +$24K +51 +7%
CASC
2582
Coppell Advisory Solutions Corp
Texas
$370K +$24K +51 +7%
CFSG
2583
Clark Financial Services Group
Missouri
$369K -$3.78K -8 -1%
FA
2584
Fortis Advisors
Pennsylvania
$369K – – –
HWA
2585
HHM Wealth Advisors
Tennessee
$368K +$65.2K +138 +22%
PCMC
2586
Private Capital Management (Colorado)
Colorado
$367K +$11.3K +24 +3%
PTC
2587
Philadelphia Trust Company
Pennsylvania
$367K – – –
JE
2588
JMAC Enterprises
Pennsylvania
$366K +$96.9K +205 +36%
FPIS
2589
Financial Planning & Information Services
Wisconsin
$365K +$17.5K +37 +5%
VCP
2590
Verus Capital Partners
Arizona
$365K -$44.5K -94 -11%
EFMC
2591
Empire Financial Management Company
New York
$364K +$364K +770 New
LAS
2592
LWM Advisory Services
Florida
$364K +$14.7K +30 +4%
CP
2593
Castleview Partners
Texas
$363K -$5.2K -11 -1%
FNA
2594
First National Advisers
Nebraska
$362K +$153K +323 +73%
KC
2595
Kinloch Capital
Virginia
$362K +$157K +332 +77%
NOI
2596
Newton One Investments
Delaware
$361K – – –
LI
2597
LVZ Inc
Michigan
$360K – – –
BWP
2598
Bernardo Wealth Planning
Pennsylvania
$358K +$1.89K +4 +0.5%
OWA
2599
Octavia Wealth Advisors
Ohio
$357K +$30.7K +65 +9%
IAG
2600
Investmark Advisory Group
Connecticut
$357K -$9.45K -20 -3%
102 103
104
105 106