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 %
HCA
2876
Horan Capital Advisors
Ohio
$224K +$224K +475 New
EIA
2877
Eldridge Investment Advisors
New Hampshire
$224K -$7.07K -15 -3%
MWAM
2878
Manhattan West Asset Management
California
$223K +$223K +472 New
WIA
2879
World Investment Advisors
California
$223K -$7.1K -15 -3%
TI
2880
TTP Investments
California
$223K +$7.09K +15 +3%
SAMT
2881
Select Asset Management & Trust
Pennsylvania
$222K +$8.99K +19 +4%
FAG
2882
Financial Advisory Group
Texas
$222K +$222K +469 New
KAM
2883
Kraft Asset Management
Tennessee
$222K -$4.73K -10 -2%
FWI
2884
Facet Wealth Inc
Maryland
$221K -$5.2K -11 -2%
GCM
2885
Gallacher Capital Management
Colorado
$221K -$37.3K -79 -14%
OCM
2886
Orion Capital Management
California
$220K +$28.4K +60 +15%
PWP
2887
Private Wealth Partners
California
$220K +$220K +466 New
BFP
2888
Briaud Financial Planning
Texas
$220K – – –
AFAS
2889
Acorn Financial Advisory Services
Virginia
$220K +$1.89K +4 +0.9%
RA
2890
Rockingstone Advisors
Massachusetts
$220K +$220K +465 New
IAG
2891
Investment Advisory Group
Massachusetts
$220K – – –
UCMOK
2892
United Capital Management of KS
Kansas
$218K -$3.88M -8,218 -95%
HBWM
2893
Hollow Brook Wealth Management
New York
$218K -$473 -1 -0.2%
WCG
2894
Weaver Consulting Group
California
$218K +$2.84K +6 +1%
EWA
2895
ERTS Wealth Advisors
Michigan
$216K -$56.7K -120 -21%
BWAM
2896
Boyd Watterson Asset Management
Ohio
$216K – – –
MF
2897
Manchester Financial
California
$216K – – –
MWM
2898
Massachusetts Wealth Management
Massachusetts
$216K -$118K -250 -35%
CPWMP
2899
Cardinal Point Wealth Management Partners
California
$216K -$27.9K -59 -11%
CPCM
2900
Cardinal Point Capital Management
Ontario, Canada
$216K -$27.9K -59 -11%
114 115
116
117 118