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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 %
FMTC
876
Farmers & Merchants Trust Company
California
$8.32M -$290K -613 -3%
SCM
877
Schnieders Capital Management
California
$8.32M +$82.7K +175 +1%
CIG
878
Consolidated Investment Group
Colorado
$8.32M – – –
HCMT
879
Highland Capital Management (Tennessee)
Tennessee
$8.29M -$25.5K -54 -0.3%
SGH
880
Sivik Global Healthcare
Connecticut
$8.27M +$4.49M +9,500 +119%
NO
881
Ninety One
South Africa
$8.24M -$235K -497 -3%
MAM
882
Morse Asset Management
Connecticut
$8.22M -$2.22M -4,698 -21%
KNW
883
Kesler Norman & Wride
Utah
$8.18M +$165K +350 +2%
WIC
884
Woodmont Investment Counsel
Tennessee
$8.17M +$518K +1,096 +7%
BFM
885
Boston Financial Management
Massachusetts
$8.17M -$180K -381 -2%
GIM
886
Goelzer Investment Management
Indiana
$8.15M -$2.35M -4,977 -22%
TCOV
887
Trust Company of Vermont
Vermont
$8.14M +$1.27M +2,687 +18%
FIA
888
Foundations Investment Advisors
Arizona
$8.13M +$36.9K +78 +0.5%
SIG
889
Stonegate Investment Group
Alabama
$8.11M +$602K +1,273 +8%
CNBTD
890
Citizens National Bank Trust Department
Mississippi
$8.1M -$2.36K -5 -0%
MNBTD
891
Moody National Bank Trust Division
Texas
$8.09M +$43.5K +92 +0.5%
MCM
892
Mitchell Capital Management
Kansas
$8.07M +$2.51M +5,304 +45%
IAM
893
Innovis Asset Management
Illinois
$8.07M -$206K -435 -2%
CWM
894
Chronos Wealth Management
Florida
$8.06M -$27.4K -58 -0.3%
Credit Agricole
895
Credit Agricole
France
$7.99M -$8.47M -17,913 -51%
SC
896
Stolper & Co
Oklahoma
$7.97M -$7.56K -16 -0.1%
EWM
897
Executive Wealth Management
Michigan
$7.91M +$934K +1,976 +13%
BCM
898
Brookstone Capital Management
Illinois
$7.83M +$978K +1,935 +14%
SCA
899
Stokes Capital Advisors
South Carolina
$7.81M +$592K +1,253 +8%
SAM
900
Silvercrest Asset Management
New York
$7.8M -$86K -182 -1%
34 35
36
37 38