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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 %
VC
2851
Vicus Capital
Pennsylvania
$238K -$38.3K -81 -14%
MA
2852
MAS Advisors
Florida
$238K -$37.3K -79 -14%
NSEDCP
2853
NJ State Employees Deferred Compensation Plan
New Jersey
$236K – – –
CWM
2854
Concentric Wealth Management
California
$236K – – –
KA
2855
Kearns & Associates
California
$236K – – –
AW
2856
Apricus Wealth
South Carolina
$236K – – –
HW
2857
Hamilton Wealth
California
$236K -$127K -269 -35%
PEA
2858
Park Edge Advisors
Ohio
$235K -$3.78K -8 -2%
IAA
2859
Ironsides Asset Advisors
North Carolina
$234K – – –
FA
2860
Financial Avengers
California
$233K +$945 +2 +0.4%
FWM
2861
ForthRight Wealth Management
Georgia
$232K – – –
LAM
2862
Lifestyle Asset Management
Texas
$232K +$13.2K +28 +6%
NAM
2863
NTV Asset Management
West Virginia
$232K +$17K +36 +8%
PFWA
2864
Paces Ferry Wealth Advisors
Georgia
$232K +$25K +53 +12%
OWM
2865
Orgel Wealth Management
Wisconsin
$232K -$74.2K -157 -24%
AA
2866
Alesco Advisors
New York
$232K +$8.98K +19 +4%
LC
2867
LCNB Corp
Ohio
$231K -$14.2K -30 -6%
WCFA
2868
Walkner Condon Financial Advisors
Wisconsin
$231K +$46.8K +99 +25%
GF
2869
Gries Financial
Ohio
$230K -$109K -231 -32%
P
2870
Palladiem
Pennsylvania
$229K +$28.4K +60 +14%
TC
2871
Trilogy Capital
California
$228K +$6.15K +13 +3%
BWM
2872
Benchmark Wealth Management
Connecticut
$228K -$22.5K -44 -9%
RPCA
2873
Running Point Capital Advisors
California
$227K +$945 +2 +0.4%
AOWM
2874
Alpha Omega Wealth Management
Virginia
$227K -$65.7K -139 -22%
GAM
2875
GEM Asset Management
Michigan
$226K -$11.3K -24 -5%
113 114
115
116 117