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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 %
SHJ
2701
Sharkey, Howes & Javer
Colorado
$306K – – –
HCC
2702
Hirtle Callaghan & Co
Pennsylvania
$306K -$541K -1,145 -64%
SWM
2703
Stockman Wealth Management
Montana
$306K -$15.1K -32 -5%
HCM
2704
Howard Capital Management
Georgia
$306K -$10.9K -23 -3%
DAM
2705
Diamant Asset Management
Connecticut
$306K +$945 +2 +0.3%
PPW
2706
Parcion Private Wealth
Washington
$305K +$9.45K +20 +3%
GIP
2707
Greatmark Investment Partners
Georgia
$305K – – –
ACM
2708
Antonetti Capital Management
Florida
$303K +$35.4K +75 +13%
EWM
2709
EPG Wealth Management
Georgia
$303K +$88.3K +187 +41%
HWA
2710
HCR Wealth Advisors
California
$302K -$23.6K -50 -7%
VBWMG
2711
Von Berge Wealth Management Group
California
$302K +$494 +1 +0.2%
CCA
2712
Cottonwood Capital Advisors
Utah
$302K -$13.2K -28 -4%
CMBA
2713
C.M. Bidwell & Associates
Hawaii
$302K -$6.62K -14 -2%
OW
2714
Olistico Wealth
Oklahoma
$302K +$115K +244 +62%
LSA
2715
Lansing Street Advisors
Pennsylvania
$301K +$944 +2 +0.3%
VCP
2716
Vista Capital Partners
Oregon
$300K +$13.2K +28 +5%
DIM
2717
Delta Investment Management
California
$300K -$102K -215 -25%
TBC
2718
Ted Buchan & Co
California
$298K +$36.4K +77 +14%
GAA
2719
Green Alpha Advisors
Colorado
$298K – – –
MA
2720
MBA Advisors
Pennsylvania
$297K – – –
GSAM
2721
Grant Street Asset Management
Pennsylvania
$297K +$297K +628 New
SWM
2722
Seed Wealth Management
Illinois
$296K – – –
WCM
2723
Windward Capital Management
California
$296K +$54.8K +116 +23%
LL
2724
LPWM LLC
Minnesota
$295K – – –
HPWM
2725
High Pines Wealth Management
Massachusetts
$295K +$17K +36 +6%
107 108
109
110 111