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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 %
LBC
701
Lowe Brockenbrough & Co
Virginia
$14.4M +$43.5K +92 +0.3%
GVAG
702
Great Valley Advisor Group
Delaware
$14.4M +$1.37M +2,891 +11%
SIC
703
Salem Investment Counselors
North Carolina
$14.3M -$176K -373 -1%
JIR
704
James Investment Research
Ohio
$14.3M +$95.5K +202 +0.7%
SCM
705
Shelton Capital Management
Colorado
$14.3M +$6.69M +14,166 +89%
LNWWM
706
Laird Norton Wetherby Wealth Management
California
$14.3M +$1.73M +3,655 +14%
AP
707
Appleton Partners
Massachusetts
$14.2M -$103K -218 -0.7%
HFS
708
Haverford Financial Services
Pennsylvania
$14.2M -$37.3K -79 -0.3%
KCM
709
Kornitzer Capital Management
Kansas
$14.1M +$3.78K +8 +0%
BMCM
710
Bryn Mawr Capital Management
Pennsylvania
$14.1M +$165K +349 +1%
GAB
711
German American Bancorp
Indiana
$14M -$342K -724 -2%
ECU
712
Eisler Capital (UK)
United Kingdom
$14M +$2.33M +4,934 +20%
CWM
713
Curi Wealth Management
North Carolina
$13.9M -$1.85M -3,915 -12%
NMIMC
714
Northwestern Mutual Investment Management Company
Wisconsin
$13.9M +$40.6K +86 +0.3%
MPM
715
MBB Public Markets
Illinois
$13.9M +$13.9M +29,308 New
KPWS
716
Kestra Private Wealth Services
Texas
$13.7M +$4.68M +9,906 +52%
FGP
717
Foyston, Gordon, & Payne
Ontario, Canada
$13.7M -$410K -868 -3%
MC
718
Middleton & Co
Massachusetts
$13.7M -$6.14K -13 -0%
KWMG
719
King Wealth Management Group
Florida
$13.7M +$738K +1,561 +6%
CIA
720
CCM Investment Advisers
South Carolina
$13.6M +$1.05M +2,224 +8%
ATC
721
Argent Trust Co
Tennessee
$13.6M +$452K +957 +3%
SMFG
722
Sumitomo Mitsui Financial Group
Japan
$13.5M +$684K +1,448 +5%
SPPAM
723
Summit Partners Public Asset Management
Massachusetts
$13.5M -$9.85M -20,847 -42%
WSTAM
724
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$517K -1,095 -4%
WS
725
Wedbush Securities
California
$13.5M +$246K +520 +2%
27 28
29
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