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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 %
BFA
651
Bragg Financial Advisors
North Carolina
$16.4M +$83.2K +176 +0.5%
WAM
652
Wallington Asset Management
Indiana
$16.4M +$4.73K +10 +0%
YIA
653
YHB Investment Advisors
Connecticut
$16.3M +$1.15M +2,425 +8%
CGA
654
Compound Global Advisors
Washington
$16.3M +$16.3M +34,393 New
ALAM
655
Asahi Life Asset Management
Japan
$16.2M +$429K +907 +3%
1CP
656
11 Capital Partners
Connecticut
$16.2M +$5.81M +12,300 +56%
HWM
657
HB Wealth Management
Georgia
$16.2M +$170K +360 +1%
DADC
658
D.A. Davidson & Co
Montana
$16M -$205K -434 -1%
QI
659
QV Investors
Alberta, Canada
$16M +$3.52M +7,450 +28%
AHC
660
Adell Harriman & Carpenter
Texas
$16M +$214K +452 +1%
TA
661
TruWealth Advisors
Louisiana
$15.9M +$887K +1,877 +6%
HR
662
Howe & Rusling
New York
$15.9M +$33.1K +70 +0.2%
HT
663
HighTower Trust
Texas
$15.8M +$67.2K +146 +0.4%
IAA
664
Independent Advisor Alliance
North Carolina
$15.7M +$269K +569 +2%
ORI
665
Oak Ridge Investments
Illinois
$15.7M -$124K -262 -0.8%
DWT
666
Dorsey & Whitney Trust
South Dakota
$15.7M +$98.8K +209 +0.6%
KRSITF
667
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.7M -$130K -275 -0.8%
Tudor Investment Corp
668
Tudor Investment Corp
Connecticut
$15.6M +$15.6M +32,990 New
PI
669
PEAK6 Investments
Illinois
$15.5M +$6.3M +13,325 +68%
HI
670
Hendershot Investments
Virginia
$15.5M +$4.22M +8,931 +38%
LGF
671
LGT Group Foundation
Liechtenstein
$15.5M +$4.74M +10,020 +44%
SFI
672
Siemens Fonds Invest
Germany
$15.4M -$574K -1,215 -4%
HIA
673
Harbor Investment Advisory
Maryland
$15.4M -$604K -1,279 -4%
HCM
674
Hilton Capital Management
New York
$15.3M -$457K -862 -3%
FNF
675
Fidelity National Financial
Florida
$15.3M – – –
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