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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 %
MWA
2676
Motive Wealth Advisors
Michigan
$318K -$108K -229 -25%
BWM
2677
BCS Wealth Management
Tennessee
$318K -$202K -426 -39%
BBA
2678
Braun-Bostich & Associates
Pennsylvania
$317K +$14.2K +30 +5%
BZWA
2679
Blue Zone Wealth Advisors
California
$317K -$72.3K -153 -19%
HCM
2680
Hillman Capital Management
Maryland
$317K -$189K -400 -37%
CWM
2681
CCG Wealth Management
California
$317K -$408K -862 -56%
CNC
2682
Citizens & Northern Corp
Pennsylvania
$317K – – –
TFF
2683
The Family Firm
Maryland
$316K +$3.78K +8 +1%
PBC
2684
Pavion Blue Capital
California
$316K – – –
SAA
2685
Southeast Asset Advisors
Georgia
$315K +$315K +667 New
DWP
2686
Destiny Wealth Partners
Florida
$314K +$20.3K +43 +7%
BW
2687
BIP Wealth
Georgia
$313K +$313K +662 New
AWM
2688
Aprio Wealth Management
Georgia
$313K +$6.62K +14 +2%
KWM
2689
KFG Wealth Management
Indiana
$312K +$110K +209 +54%
TWP
2690
TFO Wealth Partners
Ohio
$312K +$309K +653 +9,329%
HWM
2691
Howard Wealth Management
Connecticut
$311K – – –
4WM
2692
4J Wealth Management
Virginia
$311K – – –
MSR
2693
Main Street Research
Connecticut
$309K -$22.7K -48 -7%
CFP
2694
Cypress Financial Planning
New Jersey
$309K – – –
EA
2695
Emerald Advisors
Washington
$309K +$4.73K +10 +2%
BC
2696
Barrett & Company
Rhode Island
$309K -$76.1K -161 -20%
WCM
2697
Wealthcare Capital Management
Virginia
$308K -$3.31K -7 -1%
PCA
2698
Peddock Capital Advisors
Massachusetts
$308K +$11.3K +24 +4%
EAM
2699
Evanson Asset Management
California
$306K – – –
CA
2700
Carson Advisory
Georgia
$306K +$8.51K +18 +3%
106 107
108
109 110