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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 %
Walleye Trading
751
Walleye Trading
New York
$12.4M -$22.6M -47,897 -65%
PWAG
752
Polaris Wealth Advisory Group
California
$12.4M -$624K -1,321 -5%
EF
753
Empirical Finance
Pennsylvania
$12.4M +$641K +1,356 +5%
SAM
754
Sectoral Asset Management
Quebec, Canada
$12.3M +$378K +800 +3%
MGWM
755
Marks Group Wealth Management
Minnesota
$12.2M +$305K +645 +3%
SG
756
Stonnington Group
California
$12.2M -$832K -1,581 -6%
AIP
757
Ameritas Investment Partners
Nebraska
$12.1M -$641K -1,356 -5%
ATPW
758
Ashton Thomas Private Wealth
Arizona
$12.1M +$783K +1,657 +7%
HCM
759
Highlander Capital Management
New Jersey
$12.1M +$94.5K +200 +0.8%
CIS
760
Connors Investor Services
Pennsylvania
$12.1M +$69K +146 +0.6%
QCM
761
Quantinno Capital Management
New York
$12M +$1.8M +3,815 +18%
TPCW
762
TD Private Client Wealth
New York
$12M -$286K -606 -2%
AC
763
Addenda Capital
Quebec, Canada
$11.9M -$169K -358 -1%
LG
764
Leuthold Group
Minnesota
$11.9M -$709K -1,501 -6%
TAM
765
Tocqueville Asset Management
New York
$11.9M -$278K -589 -2%
1IA
766
1834 Investment Advisors
Wisconsin
$11.9M +$1.53M +3,239 +15%
BWM
767
BerganKDV Wealth Management
Minnesota
$11.9M -$375K -793 -3%
HI
768
Horizon Investments
North Carolina
$11.8M -$5.58M -11,811 -32%
BRCM
769
Bright Rock Capital Management
Massachusetts
$11.8M – – –
CM
770
Churchill Management
California
$11.7M -$2.79M -5,904 -19%
MWM
771
Meridian Wealth Management
Kentucky
$11.7M +$145K +306 +1%
PFS
772
Prospera Financial Services
Texas
$11.7M +$1.73M +3,659 +17%
EAMA
773
EFG Asset Management (Americas)
Florida
$11.7M -$401K -848 -3%
GT
774
Greenleaf Trust
Michigan
$11.6M +$70.9K +150 +0.6%
SAM
775
Smithbridge Asset Management
Pennsylvania
$11.6M +$15.1K +32 +0.1%
29 30
31
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