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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 %
NWM
676
Nicola Wealth Management
British Columbia, Canada
$15.3M – – –
AMI
677
Amica Mutual Insurance
Rhode Island
$15.3M +$1.84M +3,902 +14%
MCM
678
Makena Capital Management
California
$15.2M +$5.1M +10,783 +50%
RS
679
Robeco Schweiz
Switzerland
$15.1M – – –
CL
680
CIM LLC
New York
$15.1M -$53.4K -113 -0.4%
LS
681
Livforsakringsbolaget Skandia
Sweden
$15M – – –
PIA
682
Petredis Investment Advisors
Pennsylvania
$15M +$213K +450 +1%
Two Sigma Advisers
683
Two Sigma Advisers
New York
$15M -$614K -1,300 -4%
CCM
684
Carlson Capital Management
Minnesota
$15M +$365K +773 +3%
BFEC
685
Benjamin F. Edwards & Company
Missouri
$14.9M -$50.6K -107 -0.3%
PA
686
Parallel Advisors
California
$14.9M +$6.01M +12,713 +67%
CA
687
Cetera Advisors
Colorado
$14.9M -$284K -601 -2%
AAS
688
Avantax Advisory Services
Texas
$14.9M +$986K +2,087 +7%
VIM
689
Vinva Investment Management
Australia
$14.9M +$14.9M +31,717 New
PFM
690
Parsec Financial Management
North Carolina
$14.9M +$835K +1,766 +6%
CPC
691
Cookson Peirce & Co
Pennsylvania
$14.8M -$41.1M -86,984 -74%
ACM
692
Aquatic Capital Management
Illinois
$14.8M +$1.51M +3,200 +11%
NRS
693
Neville Rodie & Shaw
New York
$14.7M -$1.38M -2,913 -9%
UH
694
Unigestion Holding
Switzerland
$14.7M +$9.04M +19,236 +159%
Luther King Capital Management (LKCM)
695
Luther King Capital Management (LKCM)
Texas
$14.7M +$156K +331 +1%
CCMIC
696
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14.7M -$75.6K -160 -0.5%
FMC
697
First Merchants Corp
Indiana
$14.6M +$438K +926 +3%
GP
698
Girard Partners
Pennsylvania
$14.6M +$629K +1,330 +4%
MSFP
699
Mark Sheptoff Financial Planning
Connecticut
$14.6M -$121K -257 -0.8%
MAM
700
Madison Asset Management
Wisconsin
$14.5M -$233K -494 -2%
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