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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
$2.13B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$733M
3
Renaissance Technologies
Renaissance Technologies
New York
$686M
4
GQG Partners
GQG Partners
Florida
$2.29B
5
FCM
Farallon Capital Management
California
$409M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.5B
2
M1FG
Mach-1 Financial Group
Arkansas
$120M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.39B
4
Capital Research Global Investors
Capital Research Global Investors
California
$7.03B
5
Barclays
Barclays
United Kingdom
$701M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
2776
JGP Wealth Management
Oregon
$271K +$15.6K +33 +6%
SAG
2777
Spotlight Asset Group
Illinois
$271K +$271K +507 New
DWA
2778
Dougherty Wealth Advisers
Minnesota
$270K – – –
WSCM
2779
Wellington Shields Capital Management
New York
$268K -$1.18M -2,505 -82%
SL
2780
Sentinus LLC
Illinois
$268K +$268K +566 New
PWW
2781
Pettyjohn Wood & White
Virginia
$267K +$43K +91 +19%
VCM
2782
Versant Capital Management
Arizona
$267K +$25.5K +54 +11%
BIP
2783
Blueprint Investment Partners
North Carolina
$266K -$2.82M -5,965 -91%
B
2784
Bridgeworth
Alabama
$265K – – –
WA
2785
Wealthstream Advisors
New York
$265K +$30.7K +65 +13%
HFS
2786
Horizon Financial Services
North Carolina
$264K +$472 +1 +0.2%
IAP
2787
Indie Asset Partners
Indiana
$263K – – –
AI
2788
Atom Investors
Texas
$263K +$263K +556 New
WB
2789
West Bancorporation
Iowa
$263K -$32.1K -68 -11%
EIA
2790
Edgemoor Investment Advisors
Maryland
$262K +$262K +555 New
LAM
2791
Lakewood Asset Management
Illinois
$262K +$473 +1 +0.2%
UBV
2792
United Bank (Virginia)
Virginia
$261K -$4.73K -10 -2%
BA
2793
Bridge Advisory
California
$261K +$35.5K +75 +16%
HHAM
2794
HITE Hedge Asset Management
Massachusetts
$260K – – –
MWM
2795
Magnolia Wealth Management
Alabama
$260K – – –
PGIM
2796
Pacific Global Investment Management
California
$260K -$9.44K -20 -4%
AP
2797
Atwood & Palmer
Missouri
$259K – – –
MPCG
2798
Matrix Private Capital Group
New York
$259K -$5.2K -11 -2%
TFA
2799
Trinity Financial Advisors
Ohio
$258K -$8.98K -19 -3%
MWP
2800
Meridian Wealth Partners
Pennsylvania
$258K +$37.8K +80 +17%
110 111
112
113 114