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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 %
GA
3201
Greenspring Advisors
Maryland
– – -406 Closed
OHIS
3202
Oak Harvest Investment Services
Texas
– – -404 Closed
VFG
3203
V2 Financial group
Illinois
– – -403 Closed
SW
3204
Simplicity Wealth
New Jersey
– – -401 Closed
GD
3205
Grandfield & Dodd
New York
– – -400 Closed
OKSA
3206
O'Keefe Stevens Advisory
New York
– – -400 Closed
PIFP
3207
Partners in Financial Planning
Virginia
– – -400 Closed
KBFS
3208
Kohmann Bosshard Financial Services
Ohio
– – -400 Closed
HAC
3209
Harbor Advisory Corp
New Hampshire
– – -397 Closed
AFS
3210
Axiom Financial Strategies
Indiana
– – -397 Closed
SWM
3211
Shakespeare Wealth Management
Wisconsin
– – -395 Closed
NA
3212
Nottingham Advisors
New York
– – -393 Closed
BF
3213
Brogan Financial
Tennessee
– – -392 Closed
WRPWM
3214
Werba Rubin Papier Wealth Management
California
– – -388 Closed
SL
3215
Summitry LLC
California
– – -386 Closed
CCP
3216
Clarkston Capital Partners
Michigan
– – -386 Closed
PHIC
3217
Pine Haven Investment Counsel
Massachusetts
– – -385 Closed
PW
3218
Peninsula Wealth
California
– – -384 Closed
AA
3219
Auxano Advisors
Washington
– – -380 Closed
NAMM
3220
NorthStar Asset Management (Massachusetts)
Massachusetts
– – -379 Closed
AIIMS
3221
Analyst IMS Investment Management Services
Israel
– – -379 Closed
WA
3222
Wealthstar Advisors
Texas
– – -378 Closed
PFM
3223
Patton Fund Management
Texas
– – -378 Closed
WCWM
3224
Willow Creek Wealth Management
California
– – -378 Closed
LS
3225
Leelyn Smith
Illinois
– – -317 Closed
126 127 128
129
130