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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 %
WC
901
Winmill & Co
New York
$7.79M – – –
GI
902
GAMCO Investors
Connecticut
$7.74M -$467K -989 -6%
CI
903
Conning Inc
Connecticut
$7.74M -$326K -689 -4%
FC
904
Fulcrum Capital
Washington
$7.74M +$1.09M +2,314 +16%
LNB
905
Ledyard National Bank
$7.71M -$229K -484 -3%
IWP
906
Icon Wealth Partners
Texas
$7.67M +$7.67M +16,235 New
TBA
907
Tower Bridge Advisors
Pennsylvania
$7.67M -$29.8K -63 -0.4%
CJL
908
Cyrus J. Lawrence
New York
$7.65M -$67.6K -143 -0.9%
Kovitz Investment Group Partners
909
Kovitz Investment Group Partners
Illinois
$7.62M -$99.7K -211 -1%
MPM
910
Meritage Portfolio Management
Kansas
$7.62M -$1.89K -4 -0%
OA
911
Oxbow Advisors
Texas
$7.62M -$6.31M -13,342 -45%
GIA
912
GHP Investment Advisors
Colorado
$7.59M +$29.3K +62 +0.4%
ECM
913
Evergreen Capital Management
Washington
$7.56M -$820K -1,735 -10%
CWP
914
Cyndeo Wealth Partners
Florida
$7.54M -$3.02M -6,399 -29%
AWP
915
Ascent Wealth Partners
New York
$7.52M +$122K +259 +2%
BEC
916
Blue Edge Capital
Virginia
$7.52M -$4.25K -9 -0.1%
SBIA
917
Sheaff Brock Investment Advisors
Indiana
$7.51M +$151K +319 +2%
PCA
918
Pallas Capital Advisors
Massachusetts
$7.5M +$503K +1,028 +7%
FIB
919
First Interstate Bank
Montana
$7.5M -$147K -310 -2%
ELI
920
Empire Life Investments
Ontario, Canada
$7.49M -$95.9K -203 -1%
MA
921
Mutual Advisors
Nebraska
$7.46M +$404K +854 +6%
TI
922
Tidal Investments
Wisconsin
$7.44M +$566K +1,197 +8%
SIC
923
Sigma Investment Counselors
Michigan
$7.43M +$69.9K +148 +1%
BB
924
Busey Bank
Illinois
$7.42M +$214K +452 +3%
PIMJS
925
PKO Investment Management Joint-Stock
Poland
$7.41M +$1.89M +4,000 +34%
35 36
37
38 39