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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 %
RLIM
2626
Red Lighthouse Investment Management
New York
$341K – – –
MIM
2627
Moseley Investment Management
Florida
$340K +$18.4K +39 +6%
LPAM
2628
Lodestar Private Asset Management
California
$340K -$473 -1 -0.1%
ACM
2629
Anfield Capital Management
California
$340K – – –
MC
2630
Merlin Capital
Rhode Island
$339K – – –
FMTCOCP
2631
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$339K +$5.19K +11 +2%
AIA
2632
Arbor Investment Advisors
North Carolina
$339K – – –
CFA
2633
Capstone Financial Advisors
Illinois
$338K -$35.4K -75 -9%
EBSAM
2634
Eubel Brady & Suttman Asset Management
Ohio
$338K -$944 -2 -0.3%
TWA
2635
Tandem Wealth Advisors
Arizona
$338K – – –
EPA
2636
Element Pointe Advisors
Florida
$336K +$4.25K +9 +1%
CVM
2637
Cheviot Value Management
California
$335K +$29.8K +63 +10%
LDB
2638
Lee, Danner & Bass
Tennessee
$335K – – –
RIM
2639
RW Investment Management
Idaho
$335K – – –
AWP
2640
Abacus Wealth Partners
California
$334K +$334K +675 New
HBW
2641
Hazlett, Burt & Watson
West Virginia
$333K +$77.2K +162 +30%
BBW
2642
Blue Barn Wealth
Utah
$332K +$33.6K +71 +11%
AWA
2643
Aletheian Wealth Advisors
Washington
$331K +$41.6K +88 +14%
AFA
2644
American Financial Advisors
Georgia
$331K – – –
EVM
2645
Evelyn V. Moreno
$331K – – –
CAM
2646
Connacht Asset Management
New York
$331K +$331K +701 New
JWM
2647
Jupiter Wealth Management
Colorado
$331K +$331K +700 New
OFG
2648
Oxford Financial Group
Indiana
$331K +$7.56K +16 +2%
DU
2649
Delphia (USA)
Ontario, Canada
$331K -$96.4K -204 -23%
WAM
2650
Worth Asset Management
Texas
$330K -$12.3K -26 -4%
104 105
106
107 108