UNH icon

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 %
CII
401
Capital International Inc
California
$44.7M -$399K -844 -0.9%
MME
402
Meag Munich Ergo
Germany
$44.5M +$12.4M +26,133 +38%
FA
403
FDx Advisors
Illinois
$44.5M – – –
Group One Trading
404
Group One Trading
Illinois
$44.4M +$7.28M +15,412 +20%
WFMPM
405
Woodley Farra Manion Portfolio Management
Indiana
$44.1M +$1.76M +3,723 +4%
HFS
406
Hantz Financial Services
Michigan
$43.9M +$3.99M +8,450 +10%
ZCM
407
Ziegler Capital Management
Illinois
$43.4M -$160K -339 -0.4%
HWA
408
Heritage Wealth Advisors
Virginia
$43.3M +$2.51M +5,319 +6%
KAS
409
Kestra Advisory Services
Texas
$42.9M -$19.6M -41,485 -31%
BCI
410
Brinker Capital Investments
Pennsylvania
$42.8M +$9.73M +20,598 +29%
OPS
411
Orion Portfolio Solutions
Nebraska
$42.8M +$33M +69,886 +337%
BSA
412
Braun Stacey Associates
New York
$42.8M +$18.6M +39,453 +77%
CT
413
Cambridge Trust
Massachusetts
$42.6M -$20.6M -43,627 -33%
ECU
414
Egerton Capital (UK)
United Kingdom
$42.2M -$461M -974,662 -92%
NP
415
NS Partners
United Kingdom
$42.2M -$3.91M -8,276 -8%
CM
416
Castleark Management
Illinois
$42.1M -$638K -1,350 -1%
AIM
417
Achmea Investment Management
Netherlands
$41.7M +$4.66M +9,853 +13%
TAM
418
Todd Asset Management
Kentucky
$41.5M +$239K +505 +0.6%
RMDI
419
R.M. Davis Inc
Maine
$41.4M +$1.21M +2,564 +3%
WT
420
Whittier Trust
California
$41.3M +$482K +1,019 +1%
BCM
421
Bowie Capital Management
Texas
$40.8M +$9.55M +20,204 +31%
NB
422
Norinchukin Bank
Japan
$40.5M -$255K -539 -0.6%
SAM
423
SP Asset Management
California
$40.5M +$2.55M +5,391 +7%
RRAM
424
River Road Asset Management
Kentucky
$40.1M +$26.6M +56,314 +198%
Rafferty Asset Management
425
Rafferty Asset Management
New York
$39.5M +$1.51M +3,195 +4%
15 16
17
18 19