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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 %
APSI
951
Asset Planning Services Inc
Louisiana
$6.99M -$555K -1,175 -7%
SDWIA
952
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.99M +$146K +308 +2%
ANTB
953
AMG National Trust Bank
Colorado
$6.99M +$170K +360 +2%
LA
954
Legacy Advisors
Pennsylvania
$6.98M +$1.03M +2,172 +17%
CAM
955
Cozad Asset Management
Illinois
$6.94M +$76.6K +162 +1%
BP
956
Broadleaf Partners
Ohio
$6.93M +$120K +254 +2%
BFC
957
Blue Fin Capital
Rhode Island
$6.92M +$173K +355 +3%
SIA
958
Schechter Investment Advisors
Michigan
$6.92M -$646K -1,367 -9%
AI
959
Accredited Investors
Minnesota
$6.92M +$57.7K +122 +0.8%
LCM
960
Liberty Capital Management
Michigan
$6.9M -$8.51K -18 -0.1%
Twin Tree Management
961
Twin Tree Management
Texas
$6.87M +$4.86M +10,290 +242%
MMG
962
Monetary Management Group
Missouri
$6.86M +$9.45K +20 +0.1%
EFS
963
Essex Financial Services
Connecticut
$6.84M -$707K -1,497 -9%
SP
964
Symmetry Partners
Connecticut
$6.83M +$49.1K +104 +0.7%
DAC
965
Dividend Assets Capital
South Carolina
$6.83M – – –
FFP
966
FourThought Financial Partners
Florida
$6.82M +$1.07M +2,261 +19%
ECML
967
Eagle Capital Management (Louisiana)
Louisiana
$6.81M -$210K -445 -3%
CCA
968
Checchi Capital Advisers
California
$6.77M -$16.5K -35 -0.2%
LNC
969
Lincoln National Corp
Pennsylvania
$6.76M +$357K +756 +6%
CCFCSB
970
Cape Cod Five Cents Savings Bank
Massachusetts
$6.76M -$473 -1 -0%
DAS
971
Dynamic Advisor Solutions
Arizona
$6.74M +$789K +1,669 +13%
AIP
972
Alapocas Investment Partners
Massachusetts
$6.74M -$195K -413 -3%
CAM
973
Cubic Asset Management
Massachusetts
$6.71M -$220K -465 -3%
VCA
974
Verdence Capital Advisors
Maryland
$6.7M +$1.47M +3,116 +28%
BJL
975
Brighton Jones LLC
Washington
$6.7M +$1.11M +2,354 +20%
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