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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 %
GFWA
3026
Grey Fox Wealth Advisors
Delaware
$56.8K +$3.79K +8 +7%
BSWA
3027
Bromfield Sneider Wealth Advisors
Massachusetts
$49.6K – – –
TAM
3028
Tucker Asset Management
Colorado
$48.2K +$18K +38 +59%
BHWM
3029
Beaird Harris Wealth Management
Texas
$47.3K -$83.2K -176 -64%
HF
3030
Halpern Financial
Virginia
$47.3K – – –
SC
3031
Solstein Capital
California
$46.3K – – –
PPWM
3032
PFG Private Wealth Management
Florida
$43K -$1.42K -3 -3%
LFA
3033
Level Financial Advisors
New York
$42.5K -$1.89K -4 -4%
BBPWM
3034
Blue Bell Private Wealth Management
Pennsylvania
$40.2K +$11.8K +25 +42%
CMA
3035
Cedar Mountain Advisors
Oregon
$38.3K – – –
CWM
3036
CarsonAllaria Wealth Management
Illinois
$37.5K – – –
OBWP
3037
O'Brien Wealth Partners
Massachusetts
$36.9K -$12.8K -27 -26%
CIR
3038
Clear Investment Research
Georgia
$36K +$24.6K +52 +217%
BCM
3039
Bourgeon Capital Management
Connecticut
$35.9K – – –
RA
3040
Rise Advisors
New York
$35.9K +$1.89K +4 +6%
SIS
3041
Strategic Investment Solutions
Illinois
$35K +$35K +74 New
CSPAM
3042
Cary Street Partners Asset Management
Virginia
$34.5K -$37.8K -80 -52%
Baillie Gifford & Co
3043
Baillie Gifford & Co
United Kingdom
$34.5K +$2.84K +6 +9%
IRC
3044
Investors Research Corp
Georgia
$33.6K – – –
KM
3045
Kalos Management
Georgia
$33.6K +$33.6K +71 New
AIC
3046
Ayalon Insurance Company
Israel
$33K -$679K -1,440 -95%
DWA
3047
Delos Wealth Advisors
Texas
$30.7K -$26.5K -56 -46%
SCA
3048
Stuart Chaussee & Associates
California
$28.8K – – –
CWM
3049
Cranbrook Wealth Management
Michigan
$28.4K – – –
CIA
3050
Cascade Investment Advisors
Oregon
$28.4K +$28.4K +60 New
120 121
122
123 124