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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 %
BCMO
776
Buckingham Capital Management (Ohio)
Ohio
$11.6M +$240K +508 +2%
AUB
777
Atlantic Union Bankshares
Virginia
$11.5M -$1M -2,118 -8%
HT
778
Heritage Trust
Oklahoma
$11.5M -$103K -218 -0.9%
TCM
779
Twin Capital Management
Pennsylvania
$11.5M -$1.37M -2,902 -11%
GC
780
Grimes & Company
Massachusetts
$11.3M +$334K +707 +3%
VWM
781
Venturi Wealth Management
Texas
$11.3M -$37.3K -79 -0.3%
BSW
782
Buckingham Strategic Wealth
Missouri
$11.2M – – –
LMIM
783
Lockheed Martin Investment Management
Maryland
$11.1M -$10.6M -22,507 -49%
GWP
784
Gateway Wealth Partners
Wisconsin
$11M -$176K -372 -2%
CT
785
Coastline Trust
Rhode Island
$11M +$477K +1,010 +5%
HCA
786
Hyperion Capital Advisors
New York
$10.9M -$1.48M -3,133 -12%
LOPW
787
Live Oak Private Wealth
North Carolina
$10.8M +$406K +859 +4%
GT
788
Glenview Trust
Kentucky
$10.8M +$141K +298 +1%
FNFDCM
789
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.8M +$74.2K +157 +0.7%
JCM
790
Janney Capital Management
Pennsylvania
$10.8M +$2.57M +5,430 +31%
MWM
791
Mission Wealth Management
California
$10.7M +$220K +466 +2%
MYLI
792
Meiji Yasuda Life Insurance
Japan
$10.6M -$103K -218 -1%
VLKIM
793
Van Lanschot Kempen Investment Management
Netherlands
$10.6M -$454K -961 -4%
RC
794
Roundview Capital
New Jersey
$10.6M +$243K +514 +2%
LOAME
795
Lombard Odier Asset Management (Europe)
United Kingdom
$10.5M -$947K -2,003 -8%
SYBT
796
Stock Yards Bank & Trust
Kentucky
$10.5M -$218K -461 -2%
AR
797
Advisory Research
Illinois
$10.5M -$8.64M -18,290 -45%
MFAM
798
Motley Fool Asset Management
Virginia
$10.5M -$168K -355 -2%
KFS
799
Kurt F. Somerville
$10.4M +$279K +590 +3%
SCA
800
Stonebridge Capital Advisors
Minnesota
$10.4M +$75.1K +159 +0.7%
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