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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.

Holders
3,093
Holders Change
-51
Holders Change %
-1.62%
% 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
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 Market Value Shares Shares
Change 		Shares
Change %
VPP
3151
Vertex Planning Partners
Illinois
– – -1,086 Closed
GG
3152
Golden Green
South Carolina
– – -1,067 Closed
KI
3153
Kula Investments
Illinois
– – -951 Closed
CWA
3154
Clarus Wealth Advisors
Arizona
– – -813 Closed
CJFS
3155
Coulter & Justus Financial Services
Tennessee
– – -802 Closed
DP
3156
Dearborn Partners
Illinois
– – -792 Closed
WA
3157
WESPAC Advisors
California
– – -741 Closed
VF
3158
Vest Financial
Virginia
– – -724 Closed
FIM
3159
FWL Investment Management
Texas
– – -720 Closed
SPA
3160
Sherbrooke Park Advisers
New York
– – -700 Closed
ACM
3161
Acrisure Capital Management
Texas
– – -661 Closed
MS
3162
Mizuho Securities
Japan
– – -640 Closed
FAM
3163
Frontier Asset Management
Wyoming
– – -615 Closed
HA
3164
HC Advisors
Georgia
– – -596 Closed
TWM
3165
Tanager Wealth Management
United Kingdom
– – -577 Closed
WFA
3166
Wade Financial Advisory
California
– – -553 Closed
GIM
3167
Guild Investment Management
California
– – -550 Closed
DCM
3168
Driehaus Capital Management
Illinois
– – -536 Closed
BFM
3169
Boothbay Fund Management
New York
– – -502 Closed
AA
3170
AJ Advisors
Tennessee
– – -496 Closed
BCM
3171
Brainard Capital Management
Texas
– – -487 Closed
WFA
3172
Wellspring Financial Advisors
Ohio
– – -486 Closed
TWP
3173
Tempus Wealth Planning
California
– – -471 Closed
PWA
3174
PCG Wealth Advisors
Kansas
– – -470 Closed
MWP
3175
Meredith Wealth Planning
Illinois
– – -466 Closed
125 126
127
128 129