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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
+$865M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
3
Renaissance Technologies
Renaissance Technologies
New York
+$431M
4
GQG Partners
GQG Partners
Florida
+$415M
5
FCM
Farallon Capital Management
California
+$409M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.37B
2
M1FG
Mach-1 Financial Group
Arkansas
-$1.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.23B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
5
Barclays
Barclays
United Kingdom
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$30.5M -$75.6K -160 -0.2%
MC
477
Montag & Caldwell
Georgia
$30.4M -$442K -936 -1%
HIMC
478
Heritage Investors Management Corp
Maryland
$30.2M +$1.63M +3,443 +6%
TC
479
TownSquare Capital
Utah
$30.1M +$1.63M +3,449 +6%
CP
480
Cumberland Partners
Ontario, Canada
$30.1M -$2.89M -6,124 -9%
ACM
481
Advisors Capital Management
New Jersey
$30.1M +$21.9M +46,378 +269%
GGS
482
Galvin Gaustad & Stein
Arizona
$29.9M -$235K -497 -0.8%
RT
483
Rockland Trust
Massachusetts
$29.9M +$690K +1,459 +2%
AIM
484
Artemis Investment Management
United Kingdom
$29.8M -$6.58M -13,957 -18%
ACM
485
Alta Capital Management
Utah
$29.6M +$22.8M +48,300 +335%
CAM
486
ClariVest Asset Management
California
$29.6M -$1.14M -2,404 -4%
CIC
487
Chilton Investment Company
Connecticut
$29.5M -$2.61M -5,524 -8%
PP
488
Prudential plc
United Kingdom
$29.4M -$164K -346 -0.6%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$29.4M -$6.46M -13,667 -18%
PI
490
PFS Investments
Georgia
$29.2M -$6.07M -11,833 -17%
MAM
491
Meeder Asset Management
Ohio
$29.1M +$13.5M +28,628 +87%
ABC
492
Associated Banc-Corp
Wisconsin
$28.9M -$1.19M -2,514 -4%
KWILP
493
Kiwi Wealth Investments Limited Partnership
New Zealand
$28.9M -$3.94M -8,337 -12%
AC
494
AltraVue Capital
Washington
$28.8M -$1.28M -2,710 -4%
LSERS
495
Louisiana State Employees Retirement System
Louisiana
$28.7M +$142K +300 +0.5%
LWCA
496
Locust Wood Capital Advisers
New York
$28.7M +$1.41M +2,988 +5%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$28.6M -$373K -790 -1%
GC
498
Guardian Capital
Ontario, Canada
$28.5M -$454K -961 -2%
NEI
499
Northwest & Ethical Investments
Ontario, Canada
$28.5M +$2.02M +4,274 +8%
ST
500
Sabal Trust
Florida
$28.4M +$136K +287 +0.5%
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