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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 %
AssetMark Inc
526
AssetMark Inc
California
$26M +$4.35M +9,210 +20%
RC
527
RBF Capital
California
$26M – – –
EI
528
Ethic Inc
New York
$25.9M +$4.47M +9,455 +21%
RG
529
Renaissance Group
Kentucky
$25.7M +$795K +1,683 +3%
WB
530
WesBanco Bank
West Virginia
$25.5M -$5.26M -11,125 -17%
CWM
531
Congress Wealth Management
Massachusetts
$25.4M +$474K +1,003 +2%
PDM
532
Penn Davis McFarland
Texas
$25.3M -$414K -877 -2%
Simplex Trading
533
Simplex Trading
Illinois
$24.7M +$24.7M +52,281 New
PWAM
534
Park West Asset Management
California
$24.7M +$24.7M +52,200 New
DOA
535
D'Orazio & Associates
Virginia
$24.6M -$258K -545 -1%
SFM
536
Stack Financial Management
Montana
$24.4M +$593K +1,255 +2%
MWM
537
Moran Wealth Management
Florida
$24.4M +$1.27M +2,689 +5%
PCIA
538
Prime Capital Investment Advisors
Kansas
$24.3M +$7.78M +16,455 +47%
FNT
539
First National Trust
Pennsylvania
$24.3M -$251K -532 -1%
CTI
540
Community Trust & Investment
Kentucky
$24.2M +$291K +615 +1%
SAM
541
Shell Asset Management
Netherlands
$24M -$3.04M -6,430 -11%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$23.9M +$30.2K +64 +0.1%
OMC
543
Overbrook Management Corp
New York
$23.8M +$1.96M +4,147 +9%
DKP
544
Davidson Kempner Partners
New York
$23.6M +$23.6M +50,000 New
DKCM
545
Davidson Kempner Capital Management
New York
$23.6M +$23.6M +50,000 New
VC
546
Vestor Capital
Illinois
$23.6M -$4.67M -9,886 -17%
BCP
547
Blue Chip Partners
Michigan
$23.5M -$411K -870 -2%
CCM
548
Cohen Capital Management
California
$23.5M – – –
PMEF
549
Point72 Middle East FZE
United Arab Emirates
$23M +$20.3M +42,863 +727%
API
550
Advisor Partners II
California
$22.9M -$269K -569 -1%
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