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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 %
APWM
926
Argonautica Private Wealth Management
Massachusetts
$7.4M -$428K -905 -5%
SWP
927
Stratos Wealth Partners
Ohio
$7.37M -$1.86M -3,935 -20%
BCB
928
Brian C. Broderick
$7.37M +$369K +781 +5%
HCA
929
Harbour Capital Advisors
Virginia
$7.35M +$134K +283 +2%
AAF
930
Andra AP-fonden
Sweden
$7.33M -$425K -900 -5%
HSA
931
HBK Sorce Advisory
Pennsylvania
$7.29M -$6.35M -13,434 -47%
DLCIG
932
D.L. Carlson Investment Group
New Hampshire
$7.27M -$4.54M -9,603 -38%
MCM
933
Mattern Capital Management
Colorado
$7.26M +$266K +562 +4%
STB
934
S&T Bank
Pennsylvania
$7.25M -$66.6K -141 -0.9%
RCM
935
RNC Capital Management
California
$7.24M -$319K -675 -4%
BAM
936
Belpointe Asset Management
Nevada
$7.23M +$928K +1,964 +15%
S
937
SimplyRich
California
$7.23M -$7.56K -16 -0.1%
WAM
938
Weatherly Asset Management
California
$7.22M -$337K -714 -4%
TWM
939
Tradition Wealth Management
Minnesota
$7.21M +$1.32M +2,789 +22%
DCM
940
Donaldson Capital Management
Indiana
$7.2M -$1.25M -2,646 -15%
CIA
941
Capital Investment Advisors
Georgia
$7.2M -$59.5K -126 -0.8%
RCP
942
Rothschild Capital Partners
New York
$7.17M +$6.14K +13 +0.1%
TIM
943
Thompson Investment Management
Wisconsin
$7.16M +$1.19M +2,519 +20%
JF
944
Jump Financial
Illinois
$7.15M +$1.5M +3,184 +27%
GRP
945
Global Retirement Partners
California
$7.12M +$532K +1,087 +8%
AIM
946
Anchor Investment Management
South Carolina
$7.12M +$192K +406 +3%
MCWS
947
McKinley Carter Wealth Services
West Virginia
$7.08M -$775K -1,639 -10%
MGIA
948
Moneta Group Investment Advisors
Missouri
$7.01M +$660K +1,397 +10%
BCM
949
BTC Capital Management
Iowa
$7M +$172K +365 +3%
HNW
950
High Note Wealth
Minnesota
$6.99M +$473 +1 +0%
36 37
38
39 40