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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 %
RBA
826
Richard Bernstein Advisors
New York
$9.4M – – –
SIMG
827
Sonora Investment Management Group
Arizona
$9.35M +$708K +1,498 +8%
CSPIA
828
Cary Street Partners Investment Advisory
Virginia
$9.33M -$237K -502 -2%
ZB
829
Zions Bancorporation
Utah
$9.33M +$818K +1,730 +10%
AAMA
830
Advanced Asset Management Advisors
Ohio
$9.33M +$40.2K +85 +0.4%
AT
831
American Trust
Kentucky
$9.3M +$722K +1,528 +8%
TCBWMS
832
Texas Capital Bank Wealth Management Services
Texas
$9.25M -$309K -654 -3%
LCC
833
Lincoln Capital Corp
Rhode Island
$9.25M +$220K +466 +2%
WMSA
834
Weiss Multi-Strategy Advisers
New York
$9.21M +$9.21M +19,494 New
SPC
835
Sigma Planning Corp
Michigan
$9.2M -$4.06M -8,587 -31%
PCH
836
Polar Capital Holdings
United Kingdom
$9.2M -$44.4M -93,988 -83%
FCBT
837
First Citizens Bank & Trust
North Carolina
$9.18M +$213K +450 +2%
ERWM
838
Elk River Wealth Management
Colorado
$9.17M +$626K +1,325 +7%
AWM
839
Apollon Wealth Management
South Carolina
$9.17M -$270K -571 -3%
GWWM
840
Great Waters Wealth Management
Minnesota
$9.15M -$108K -223 -1%
M
841
MOTCO
Texas
$9.15M -$202K -428 -2%
PIM
842
Penobscot Investment Management
Massachusetts
$9.14M +$135K +285 +1%
TH
843
TCTC Holdings
Texas
$9.13M +$1.21M +2,554 +15%
TFA
844
Toth Financial Advisory
Virginia
$9.11M -$149K -315 -2%
AWM
845
Axxcess Wealth Management
California
$9.1M -$162K -343 -2%
SWS
846
SYSTM Wealth Solutions
Illinois
$9.04M -$1.8M -3,804 -17%
Primecap Management
847
Primecap Management
California
$9.02M +$1.44M +3,050 +19%
FFA
848
Fragasso Financial Advisors
Pennsylvania
$8.98M +$146K +308 +2%
PA
849
Profund Advisors
Maryland
$8.9M -$275K -581 -3%
CLOS
850
Compagnie Lombard Odier SCmA
Switzerland
$8.9M -$9.91M -20,963 -53%
32 33
34
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