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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 %
MDCM
3076
Morgan Dempsey Capital Management
Wisconsin
$11.3K – – –
ECM
3077
Everence Capital Management
Indiana
$11K -$406 -860 -4%
GWSA
3078
Global Wealth Strategies & Associates
Colorado
$9.92K – – –
SC
3079
Stephens Consulting
Michigan
$9.45K – – –
SA
3080
SRH Advisors
Kansas
$9K – – –
GAG
3081
Goodman Advisory Group
Massachusetts
$8.51K -$12.3K -26 -59%
SC
3082
Schubert & Co
Texas
$8.04K -$2.84K -6 -26%
PS
3083
PayPay Securities
Japan
$8.03K -$5.67K -12 -41%
KSWA
3084
Kathleen S. Wright Associates
Pennsylvania
$8.03K – – –
TC
3085
Truvestments Capital
Florida
$7.56K -$2.84K -6 -27%
RDIA
3086
RE Dickinson Investment Advisors
Iowa
$7K +$7K +15 New
LIM
3087
Longfellow Investment Management
Massachusetts
$6.62K – – –
TF
3088
TimeScale Financial
Massachusetts
$6.14K -$17K -36 -73%
KC
3089
Knuff & Co
California
$5.2K – – –
HFS
3090
HBC Financial Services
Washington
$4K – – –
MCM
3091
Magnolia Capital Management
New York
$4K – – –
CWM
3092
Cedar Wealth Management
California
$2.84K – – –
BCPWM
3093
Bradley & Co Private Wealth Management
Florida
$2.84K – – –
FGAM
3094
Financial Gravity Asset Management
Texas
$2.49K -$299 -57 -11%
MBFW
3095
Morton Brown Family Wealth
Pennsylvania
$2.36K +$2.36K +5 New
SWG
3096
Summit Wealth Group
Vermont
$2K +$2K +810,192 +47,159%
KHC
3097
Koesten Hirschmann & Crabtree
Kansas
$1.89K +$1.89K +4 New
PCA
3098
Providence Capital Advisors
North Carolina
$1.89K +$1.89K +4 New
IG
3099
ING Group
Netherlands
– -$131M -246,278 Closed
Alyeska Investment Group
3100
Alyeska Investment Group
Illinois
– -$54.5M -102,754 Closed
122 123
124
125 126