UNH icon

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 %
WFA
2801
WMG Financial Advisors
Tennessee
$258K -$328K -612 -56%
OPWM
2802
Oakwell Private Wealth Management
Texas
$258K -$945 -2 -0.4%
ACM
2803
Academy Capital Management
Texas
$257K +$52.9K +112 +26%
GCM
2804
G2 Capital Management
Ohio
$257K +$5.67K +12 +2%
IWM
2805
Integris Wealth Management
California
$257K -$5.67K -12 -2%
CWM
2806
Cherrydale Wealth Management
New Jersey
$256K -$24.6K -52 -9%
FA
2807
Forefront Analytics
Pennsylvania
$254K +$5.69K +12 +2%
CPA
2808
Cowen Prime Advisors
New York
$254K +$8.35K +17 +3%
MIM
2809
Merrion Investment Management
New Jersey
$253K – – –
WDG
2810
Wealth Dimensions Group
Ohio
$253K -$168K -356 -40%
RFG
2811
Range Financial Group
Oregon
$253K -$36.4K -77 -13%
MF
2812
Meridian Financial
Massachusetts
$252K – – –
BWM
2813
BlackDiamond Wealth Management
New York
$252K +$3.94K +8 +2%
VAM
2814
Verity Asset Management
North Carolina
$252K +$9.92K +21 +4%
CA
2815
CSM Advisors
Pennsylvania
$251K – – –
BIA
2816
Bell Investment Advisors
California
$250K -$30.2K -64 -11%
AA
2817
AlphaQ Advisors
Florida
$250K -$739K -1,563 -75%
CWG
2818
Crown Wealth Group
North Carolina
$250K -$56.2K -119 -18%
CWA
2819
Consilio Wealth Advisors
Washington
$249K +$28.8K +61 +13%
RPCONE
2820
Retirement Planning Company of New England
Rhode Island
$249K +$249K +527 New
CC
2821
Callan Capital
California
$249K -$198K -418 -44%
LF
2822
LifeSteps Financial
California
$249K +$31.7K +67 +15%
JC
2823
Jacobs & Co
California
$248K +$31.2K +66 +14%
AFP
2824
Alpha Financial Partners
Kentucky
$248K -$17.5K -37 -7%
MPW
2825
MGO Private Wealth
California
$247K -$137K -290 -36%
111 112
113
114 115