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 %
EW
2601
Element Wealth
Mississippi
$356K +$472 +1 +0.1%
SA
2602
Shilanski & Associates
Alaska
$356K +$7.64K +15 +2%
C
2603
Covestor
United Kingdom
$355K +$4.72K +10 +1%
WW
2604
Westshore Wealth
California
$355K +$472 +1 +0.1%
BBL
2605
Beck Bode LLC
Massachusetts
$354K -$1.77M -3,752 -83%
SCA
2606
Sandy Cove Advisors
Massachusetts
$354K – – –
AWAP
2607
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$353K -$16.1K -34 -4%
VC
2608
Veery Capital
Delaware
$353K -$42.5K -90 -11%
GM
2609
GeoWealth Management
Illinois
$352K -$364K -772 -51%
KOMWMG
2610
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$350K -$6.15K -13 -2%
FPFS
2611
First Personal Financial Services
North Carolina
$350K -$54.8K -116 -14%
TCM
2612
Triumph Capital Management
Colorado
$349K +$58.2K +123 +20%
BRM
2613
Boston Research & Management
Massachusetts
$349K – – –
ACP
2614
Aviance Capital Partners
Florida
$348K -$5.2K -11 -1%
SC
2615
SRB Corp
Massachusetts
$348K -$59.5K -126 -15%
CWP
2616
Curated Wealth Partners
California
$348K -$9.45K -20 -3%
PSIWM
2617
Paradigm Strategies in Wealth Management
Minnesota
$348K – – –
BPFA
2618
Barnes Pettey Financial Advisors
Mississippi
$347K -$3.78K -8 -1%
SFM
2619
Signet Financial Management
New Jersey
$347K -$1.89K -4 -0.5%
CFO
2620
Custos Family Office
Texas
$347K +$30.3K +64 +10%
BFWA
2621
Benchmark Financial Wealth Advisors
Florida
$347K -$1.42K -3 -0.4%
FC
2622
Financial Council
Maryland
$346K – – –
UWPG
2623
Ullmann Wealth Partners Group
Florida
$346K +$30.3K +64 +10%
KLI
2624
Kelman-Lazarov Inc
Tennessee
$345K +$59.1K +125 +21%
NFP
2625
Narus Financial Partners
Utah
$345K -$15.6K -33 -4%
103 104
105
106 107