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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 %
NC
2751
NovaPoint Capital
Georgia
$280K +$52.5K +111 +23%
WDL
2752
Well Done LLC
Michigan
$279K -$15.1K -32 -5%
NG
2753
Northstar Group
New York
$279K -$11.3K -24 -4%
FMN
2754
Financial Management Network
California
$279K +$15.8K +32 +6%
VCG
2755
Vantage Consulting Group
Virginia
$278K +$36.9K +78 +15%
SA
2756
Syntax Advisors
New York
$278K +$36.9K +78 +15%
LSA
2757
Lion Street Advisors
Texas
$278K +$62.9K +133 +29%
TAIM
2758
TD Ameritrade Investment Management
Nebraska
$278K -$57.2K -121 -17%
EAM
2759
Empirical Asset Management
Massachusetts
$278K +$278K +588 New
CFP
2760
Curran Financial Partners
South Carolina
$277K +$18K +38 +7%
TFM
2761
TFC Financial Management
Massachusetts
$277K +$163K +344 +142%
OLA
2762
Oliver Luxxe Assets
New Jersey
$276K +$2.36K +5 +0.9%
MKC
2763
M. Kraus & Co
Vermont
$276K +$20.8K +44 +8%
TCM
2764
True Capital Management
California
$276K +$70.4K +149 +34%
EL
2765
Essex LLC
Illinois
$276K – – –
EWM
2766
Endowment Wealth Management
Wisconsin
$275K -$472 -1 -0.2%
DA
2767
Dash Acquisitions
California
$275K – – –
AFM
2768
Andesa Financial Management
Pennsylvania
$274K +$54.4K +660 +25%
VAG
2769
VisionPoint Advisory Group
Texas
$273K +$8.77K +18 +3%
DE
2770
Day & Ennis
Georgia
$273K +$5.2K +11 +2%
GAM
2771
Garrison Asset Management
Arkansas
$273K +$273K +577 New
CCP
2772
Cassia Capital Partners
North Carolina
$272K -$6.62K -14 -2%
LB
2773
Leo Brokerage
Texas
$272K +$272K +574 New
RWM
2774
Reston Wealth Management
Virginia
$272K -$20.3K -43 -7%
OCPWS
2775
One Charles Private Wealth Services
Massachusetts
$271K -$1.42K -3 -0.5%
109 110
111
112 113