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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 %
CI
801
CX Institutional
Indiana
$10.3M +$4.62M +9,467 +82%
LIM
802
Leavell Investment Management
Alabama
$10.3M +$9.45K +20 +0.1%
HVIA
803
Hudson Valley Investment Advisors
New York
$10.2M -$686K -1,451 -6%
WF
804
WoodTrust Financial
Wisconsin
$10.2M +$242K +513 +2%
CCM
805
Coldstream Capital Management
Washington
$10.2M +$436K +922 +4%
ANBT
806
American National Bank & Trust
Texas
$10.1M +$479K +1,014 +5%
TL
807
Tradewinds LLC
North Carolina
$10.1M +$10.1M +21,400 New
BFG
808
Berger Financial Group
Minnesota
$10.1M +$343K +726 +4%
NOCM
809
Night Owl Capital Management
Connecticut
$10M +$10M +21,150 New
S
810
SignatureFD
Georgia
$9.95M +$70.9K +150 +0.7%
TSS
811
Two Sigma Securities
New York
$9.95M +$9.56M +20,231 +2,485%
IUHSA
812
Itau Unibanco Holding S.A.
Brazil
$9.93M +$9.41M +19,912 +1,827%
WAM
813
Wolverine Asset Management
Illinois
$9.91M +$9.71M +20,546 +4,812%
SC
814
Scholtz & Company
Connecticut
$9.85M -$1.54M -3,250 -13%
AMBIA
815
Allen Mooney & Barnes Investment Advisors
Georgia
$9.76M +$138K +293 +1%
DWM
816
Dakota Wealth Management
Florida
$9.7M -$6.9M -14,608 -42%
ASN
817
Advisory Services Network
Georgia
$9.63M +$502K +1,063 +6%
CBT
818
Central Bank & Trust
Kentucky
$9.62M -$414K -877 -4%
CIA
819
Covington Investment Advisors
Pennsylvania
$9.61M -$52K -110 -0.5%
PGAM
820
Princeton Global Asset Management
New Jersey
$9.57M +$645K +1,364 +7%
GWM
821
Greenwich Wealth Management
Connecticut
$9.57M -$112K -237 -1%
GCA
822
Guardian Capital Advisors
Ontario, Canada
$9.55M +$1.37M +2,630 +17%
STAS
823
Strong Tower Advisory Services
Minnesota
$9.52M +$30.2K +64 +0.3%
GPTE
824
Generali Powszechne Towarzystwo Emerytalne
Poland
$9.51M – – –
WAS
825
WESPAC Advisors SoCal
California
$9.44M +$234K +495 +3%
31 32
33
34 35