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 %
HIIFS
2826
Harel Insurance Investments & Financial Services
Israel
$247K -$232K -493 -48%
KL
2827
KilterHowling LLC
Colorado
$247K -$25K -53 -9%
SPI
2828
Sutton Place Investors
New York
$246K -$18K -38 -7%
SHA
2829
Seneca House Advisors
Virginia
$246K -$419K -888 -63%
AA
2830
AlphaCentric Advisors
Puerto Rico
$246K -$4.73K -10 -2%
BHIA
2831
Birch Hill Investment Advisors
Massachusetts
$245K -$52.5K -111 -18%
ME
2832
McIlrath & Eck
Washington
$245K +$36.4K +77 +17%
AAM
2833
Azzad Asset Management
Virginia
$245K -$3.31K -7 -1%
MHC
2834
Meyer Handelman Company
New York
$245K +$245K +518 New
CP
2835
Camelot Portfolios
Ohio
$244K +$4.73K +10 +2%
RWA
2836
Rooted Wealth Advisors
Illinois
$244K -$41K -80 -14%
CNWM
2837
Clay Northam Wealth Management
California
$243K – – –
TWA
2838
Talisman Wealth Advisors
New Jersey
$243K +$243K +513 New
PCMF
2839
Private Capital Management (Florida)
Florida
$243K -$15.1K -32 -6%
WB
2840
Webster Bank
Connecticut
$242K -$227K -481 -48%
EF
2841
Exeter Financial
Arizona
$241K – – –
NPT
2842
Nixon Peabody Trust
Massachusetts
$241K -$4.73K -10 -2%
KIG
2843
Kessler Investment Group
Indiana
$241K +$5.2K +11 +2%
FPGK
2844
Financial Partners Group (Kansas)
Kansas
$241K – – –
CCA
2845
Cora Capital Advisors
New Jersey
$241K +$5.2K +11 +2%
CA
2846
CapWealth Advisors
Tennessee
$241K -$53.4K -113 -18%
SIC
2847
SJS Investment Consulting
Ohio
$240K -$70.4K -149 -23%
CWA
2848
Clarity Wealth Advisors
California
$240K -$4.73K -10 -2%
BWA
2849
BlueSky Wealth Advisors
North Carolina
$240K – – –
BFIC
2850
Bedell Frazier Investment Counselling
California
$239K -$21.3K -45 -8%
112 113
114
115 116