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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 %
OIA
726
OneDigital Investment Advisors
Kansas
$13.3M +$2.44M +5,155 +22%
AL
727
Arnhold LLC
New York
$13.3M +$3.83M +8,094 +40%
CC
728
Clearline Capital
New York
$13.2M +$13.2M +28,001 New
PJSIMP
729
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.2M +$440K +897 +3%
AAS
730
Annex Advisory Services
Wisconsin
$13.2M +$7.57M +16,015 +135%
CK
731
Cohen Klingenstein
New York
$13.1M – – –
V
732
Veritable
Delaware
$13M +$353K +748 +3%
FC
733
FORA Capital
Florida
$13M +$11.1M +23,475 +586%
BIM
734
Bridgecreek Investment Management
Oklahoma
$13M -$94.5K -200 -0.7%
EN1L
735
Engine No 1 LLC
California
$12.9M -$3.88M -8,210 -23%
CAM
736
Cresset Asset Management
Illinois
$12.9M -$289K -612 -2%
CCP
737
Clough Capital Partners
Massachusetts
$12.8M -$8.41M -17,789 -40%
SWM
738
Segment Wealth Management
Texas
$12.8M +$150K +318 +1%
ECM
739
Engle Capital Management
Connecticut
$12.8M -$11.3M -24,000 -47%
AF
740
Allworth Financial
California
$12.7M -$7.56K -16 -0.1%
TAM
741
Trillium Asset Management
Massachusetts
$12.7M -$184K -377 -1%
CIS
742
Capital International Sarl
California
$12.7M +$7.01M +14,838 +123%
PTB
743
Pioneer Trust Bank
Oregon
$12.7M -$136K -287 -1%
LFAS
744
Level Four Advisory Services
Texas
$12.6M -$421K -890 -3%
LCM
745
Logan Capital Management
Pennsylvania
$12.6M +$4.73K +10 +0%
CA
746
Cullinan Associates
Kentucky
$12.6M +$150K +317 +1%
TIP
747
Torray Investment Partners
Maryland
$12.6M +$945 +2 +0%
QIM
748
Quest Investment Management
Oregon
$12.6M +$726K +1,537 +6%
CCM
749
Copeland Capital Management
Pennsylvania
$12.6M -$444K -939 -3%
CS
750
Comerica Securities
Michigan
$12.5M -$230K -487 -2%
28 29
30
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