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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 %
BCM
976
Buckhead Capital Management
Georgia
$6.67M +$1.67M +3,535 +33%
ASA
977
Armstrong Shaw Associates
Connecticut
$6.65M -$150K -318 -2%
SCM
978
SOL Capital Management
Maryland
$6.62M +$80.3K +170 +1%
PCTC
979
Perkins Coie Trust Company
Washington
$6.62M +$108K +228 +2%
CG
980
Caprock Group
Idaho
$6.61M +$485K +1,026 +8%
LC
981
Lindbrook Capital
California
$6.61M +$315K +666 +5%
AT
982
Arden Trust
Delaware
$6.6M -$895K -1,894 -12%
MWM
983
Marietta Wealth Management
Georgia
$6.57M +$679K +1,437 +12%
TAIM
984
Te Ahumairangi Investment Management
New Zealand
$6.55M +$2.65M +5,611 +68%
MWM
985
Madison Wealth Management
Ohio
$6.53M -$58.1K -123 -0.9%
AC
986
Asio Capital
Kentucky
$6.52M +$7.09K +15 +0.1%
EH
987
Equitable Holdings
New York
$6.52M +$1.01M +2,137 +18%
IWA
988
IBEX Wealth Advisors
New Jersey
$6.51M -$2.05M -4,337 -24%
JFG
989
Jefferies Financial Group
New York
$6.5M -$7.2M -15,229 -53%
HWAM
990
Hennion & Walsh Asset Management
New Jersey
$6.5M -$1.43M -3,018 -18%
CT
991
Clearstead Trust
Maine
$6.49M -$617K -1,305 -9%
CT
992
Colonial Trust
South Carolina
$6.49M -$71.4K -151 -1%
NAM
993
NorthCrest Asset Manangement
Minnesota
$6.47M +$5.59M +11,822 +634%
SFA
994
Sequoia Financial Advisors
Ohio
$6.46M +$165K +349 +3%
ST
995
Spinnaker Trust
Maine
$6.43M -$478K -1,011 -7%
EF
996
Empowered Funds
Pennsylvania
$6.41M +$6.41M +13,558 New
VCWA
997
Vanguard Capital Wealth Advisors
Colorado
$6.4M +$13.7K +29 +0.2%
CT
998
Chicago Trust
Illinois
$6.39M +$93.6K +198 +1%
MSWM
999
Mader & Shannon Wealth Management
Missouri
$6.37M -$753K -1,594 -11%
UIA
1000
Ulland Investment Advisors
Minnesota
$6.35M -$94.5K -200 -1%
38 39
40
41 42