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UnitedHealth
UNH

Overview Fund Activity

3,093 hedge funds and large institutions have $383B invested in UnitedHealth in 2023 Q1 according to their latest regulatory filings, with 166 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
3,093
Holders Change
-51
Holders Change %
-1.62%
% of All Funds
49.51%
Holding in Top 10
404
Holding in Top 10 Change
-178
Holding in Top 10 Change %
-30.58%
% of All Funds
6.47%
New
166
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
1
T. Rowe Price Investment Management
Maryland
$2.13B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$733M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$686M
4
GQG Partners
4
GQG Partners
Florida
$2.29B
5
FCM
5
Farallon Capital Management
California
$409M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.5B
2
M1FG
2
Mach-1 Financial Group
Arkansas
$120M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.39B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$7.03B
5
Barclays
5
Barclays
United Kingdom
$701M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
3001
Bay Harbor Wealth Management
Maryland
$78K – – –
CMP
3002
Coston McIsaac & Partners
Maine
$77K -$4.72K -10 -6%
PCFFS
3003
Pacific Center for Financial Services
California
$76.6K +$76.6K +162 New
GG
3004
Gleason Group
Kentucky
$73.5K +$471 +1 +0.6%
MFG
3005
Mendota Financial Group
Wisconsin
$72.4K – – –
AWM
3006
Accel Wealth Management
Iowa
$70.2K +$1.41K +3 +2%
RBC
3007
Roble Belko & Company
Pennsylvania
$69K – – –
RG
3008
Retirement Group
California
$69K – – –
RI
3009
Ridgewood Investments
New Jersey
$68.2K +$68.2K +144 New
HT
3010
Headlands Technologies
Illinois
$67.1K -$1.19M -2,520 -95%
DCM
3011
Dudley Capital Management
Virginia
$64.7K – – –
LFA
3012
Legend Financial Advisors
Pennsylvania
$63.8K -$14.7K -31 -19%
JMF
3013
Johnson Midwest Financial
Iowa
$63K – – –
NSG
3014
Nalls Sherbakoff Group
Tennessee
$61.1K +$61.1K +130 New
BAM
3015
Baldrige Asset Management
Pennsylvania
$61K +$2.35K +5 +4%
GWM
3016
Guardian Wealth Management
Illinois
$60.3K +$471 +1 +0.8%
GIS
3017
Grayhawk Investment Strategies
Alberta, Canada
$60K +$37.7K +59 +169%
WOC
3018
West Oak Capital
California
$59.1K – – –
OA
3019
Operose Advisors
Wisconsin
$58.6K – – –
CSWM
3020
Cassady Schiller Wealth Management
Ohio
$58.1K -$4.73K -10 -8%
TLA
3021
Tanglewood Legacy Advisors
Texas
$57.7K – – –
BAM
3022
Bellevue Asset Management
Washington
$57.7K – – –
RWM
3023
Ruedi Wealth Management
Illinois
$57.2K – – –
FSWA
3024
Financial Synergies Wealth Advisors
Texas
$57.2K +$1.89K +4 +3%
OAJ
3025
Ogorek Anthony Joseph
New York
$57K – – –
119 120
121
122 123