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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 %
ACI
551
Alpha Cubed Investments
California
$22.9M +$1.54M +3,251 +7%
BRWA
552
B. Riley Wealth Advisors
Florida
$22.9M -$2.65M -5,598 -10%
NPPM
553
North Point Portfolio Managers
Ohio
$22.8M -$60K -127 -0.3%
GBA
554
Garrison Bradford & Associates
New York
$22.7M -$512K -1,083 -2%
EWA
555
Exencial Wealth Advisors
Oklahoma
$22.6M +$593K +1,254 +3%
ICP
556
Ironvine Capital Partners
Nebraska
$22.4M +$15.6M +32,971 +228%
MPMG
557
Minneapolis Portfolio Management Group
Minnesota
$22.3M -$10.6M -22,487 -32%
AWS
558
Atria Wealth Solutions
New York
$22.3M +$321K +680 +1%
SS
559
Simplicity Solutions
Minnesota
$22.2M +$15.3M +32,433 +223%
BC
560
Burney Company
Virginia
$22.2M -$2.28M -4,834 -9%
VIA
561
Vident Investment Advisory
Georgia
$22.2M -$1.69M -3,566 -7%
CGIM
562
Capital Group Investment Management
Singapore
$22M -$12.2M -25,838 -36%
BPWM
563
Badgley Phelps Wealth Managers
Washington
$21.9M +$1.18M +2,505 +6%
ACA
564
Aptus Capital Advisors
Alabama
$21.7M -$1.52M -3,209 -7%
LA
565
LBP AM
France
$21.7M -$1.32M -2,796 -6%
BIAS
566
Beacon Investment Advisory Services
New Jersey
$21.7M -$196K -415 -0.9%
AAP
567
Aristotle Atlantic Partners
Florida
$21.6M +$11.2M +23,791 +109%
TTWM
568
TCV Trust & Wealth Management
Virginia
$21.4M -$113K -240 -0.5%
VAS
569
Vestmark Advisory Solutions
Massachusetts
$21.3M +$655K +1,385 +3%
ACIM
570
Azimuth Capital Investment Management
Michigan
$21.2M -$321K -680 -1%
BBA
571
Baader Bank Aktiengesellschaft
Germany
$21.2M +$184K +389 +0.9%
DT
572
Diversified Trust
Tennessee
$21.1M +$2.07M +4,382 +11%
TRCT
573
Tower Research Capital (TRC)
New York
$21.1M +$9.68M +20,478 +85%
BFG
574
Bleakley Financial Group
New Jersey
$21M +$1.64M +3,472 +8%
FBA
575
Front Barnett Associates
Illinois
$21M +$130K +275 +0.6%
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