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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 %
WCM
851
Wedge Capital Management
North Carolina
$8.9M +$2.55M +5,394 +40%
TM
852
Tiger Management
New York
$8.88M – – –
FHB
853
First Hawaiian Bank
Hawaii
$8.88M -$715K -1,513 -7%
ECM
854
Estabrook Capital Management
New York
$8.85M -$31.7K -67 -0.4%
KIA
855
KCM Investment Advisors
California
$8.83M -$802K -1,697 -8%
TC
856
Telemus Capital
Michigan
$8.78M -$46.8K -99 -0.5%
AA
857
ALPS Advisors
Colorado
$8.77M -$1.08M -2,282 -11%
WIS
858
Wright Investors Service
Connecticut
$8.75M +$1.63M +3,457 +23%
VVP
859
Venture Visionary Partners
Ohio
$8.72M +$615K +1,301 +8%
FNBOO
860
First National Bank of Omaha
Nebraska
$8.71M -$263K -557 -3%
OAM
861
Ostrum Asset Management
France
$8.69M +$8.69M +18,385 New
Jones Financial Companies
862
Jones Financial Companies
Missouri
$8.67M +$539K +1,140 +7%
AG
863
Ascent Group
Virginia
$8.63M +$660K +1,396 +8%
JMFC
864
J.M. Forbes & Co
Massachusetts
$8.58M -$4.94M -10,452 -37%
CPC
865
Consolidated Planning Corp
Georgia
$8.52M +$360K +762 +4%
EW
866
Evoke Wealth
California
$8.52M -$138K -291 -2%
KWM
867
Kingsview Wealth Management
Oregon
$8.49M +$2.84M +6,004 +50%
SNB
868
Security National Bank
Nebraska
$8.48M -$616K -1,303 -7%
ACM
869
AlphaStar Capital Management
North Carolina
$8.48M +$2.83M +5,530 +50%
MIA
870
MainStreet Investment Advisors
Illinois
$8.43M +$90.3K +191 +1%
SLI
871
Sumitomo Life Insurance
Japan
$8.43M +$98.3K +208 +1%
RIG
872
RiverFront Investment Group
Virginia
$8.39M +$126K +266 +2%
BWA
873
Burt Wealth Advisors
Maryland
$8.38M -$116K -246 -1%
AWM
874
Avitas Wealth Management
California
$8.37M -$61.4K -130 -0.7%
EW
875
Evexia Wealth
Wisconsin
$8.34M +$8.34M +17,020 New
33 34
35
36 37