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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 %
MWM
2726
Merriman Wealth Management
Washington
$294K -$24.6K -52 -8%
GHA
2727
Granite Harbor Advisors
Texas
$292K +$89.3K +189 +44%
GSIAS
2728
Garden State Investment Advisory Services
New Jersey
$292K +$10.4K +22 +4%
SWIG
2729
Strategic Wealth Investment Group
Kentucky
$291K +$11.3K +24 +4%
RDFA
2730
Ritter Daniher Financial Advisory
Ohio
$291K -$9.45K -20 -3%
SSG
2731
Summit Securities Group
New York
$289K -$314K -664 -52%
GWM
2732
Gray Wealth Management
Maine
$289K +$7.09K +15 +3%
FL
2733
Fort LP
Maryland
$288K -$130K -275 -31%
LA
2734
Lane & Associates
New Jersey
$288K -$2.36K -5 -0.8%
BFA
2735
Benedict Financial Advisors
Georgia
$288K +$945 +2 +0.3%
CISOA
2736
Capital Investment Services of America
Wisconsin
$287K – – –
ITIM
2737
Indiana Trust & Investment Management
Indiana
$286K -$14.2K -30 -5%
WSWA
2738
Warren Street Wealth Advisors
California
$286K -$13.7K -29 -5%
PG
2739
Prostatis Group
Maryland
$286K +$23.3K +48 +9%
KIA
2740
KLR Investment Advisors
Rhode Island
$285K -$234K -495 -45%
CWA
2741
CJM Wealth Advisers
Virginia
$285K -$50.6K -107 -15%
PCM
2742
Prelude Capital Management
New York
$284K -$446K -943 -61%
APW
2743
Acima Private Wealth
Virginia
$284K +$11.3K +24 +4%
SFG
2744
Summit Financial Group
West Virginia
$284K -$23.6K -50 -8%
QP
2745
Quilter Plc
United Kingdom
$284K +$284K +286 New
FWM
2746
Focused Wealth Management
New York
$283K +$65.2K +138 +30%
CIG
2747
Cairn Investment Group
Washington
$282K – – –
OPTFSNA
2748
Old Point Trust & Financial Services N A
Virginia
$281K +$281K +595 New
WWG
2749
West Wealth Group
California
$281K +$281K +595 New
ADMI
2750
Albert D. Mason Inc
Massachusetts
$281K +$32.2K +68 +13%
108 109
110
111 112