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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 %
ADL
1001
Asset Dedication LLC
California
$6.35M +$118K +253 +2%
CCM
1002
Carderock Capital Management
Maryland
$6.33M +$1.57M +3,312 +33%
NONA
1003
Ninety One North America
New York
$6.31M +$1.74M +3,684 +38%
Koshinski Asset Management
1004
Koshinski Asset Management
Illinois
$6.28M +$240K +507 +4%
GIA
1005
Gladstone Institutional Advisory
Florida
$6.25M -$1.28M -2,712 -17%
MA
1006
Montag & Associates
Georgia
$6.25M -$663K -1,402 -10%
GFA
1007
Gifford Fong Associates
California
$6.24M -$4.16M -8,794 -40%
BL
1008
Balentine LLC
Georgia
$6.24M -$3.79M -8,021 -38%
COI
1009
Connable Office Inc
Michigan
$6.23M +$805K +1,703 +15%
KFP
1010
KMG Fiduciary Partners
Ohio
$6.2M -$155K -329 -2%
IA
1011
Icon Advisers
Colorado
$6.2M – – –
PAG
1012
Private Advisory Group
Washington
$6.19M -$760K -1,608 -11%
CW
1013
CreativeOne Wealth
Kansas
$6.19M -$445K -942 -7%
MS
1014
Marshall & Sullivan
Washington
$6.17M -$219K -464 -3%
VFA
1015
Valeo Financial Advisors
Indiana
$6.15M +$1.52M +3,212 +33%
SB
1016
Simmons Bank
Arkansas
$6.13M +$189K +399 +3%
SSB
1017
Sandy Spring Bank
Maryland
$6.12M -$355K -751 -5%
WPW
1018
Waldron Private Wealth
Pennsylvania
$6.12M +$152K +321 +3%
BP
1019
Ballentine Partners
Massachusetts
$6.11M -$1.1M -2,320 -15%
P
1020
Pitcairn
Pennsylvania
$6.11M -$32.6K -69 -0.5%
MAS
1021
Meeder Advisory Services
Ohio
$6.11M -$414K -875 -6%
Fisher Asset Management
1022
Fisher Asset Management
Washington
$6.11M -$1.55M -3,278 -20%
PF
1023
Phoenix Financial
Israel
$6.08M +$3.1M +6,553 +104%
NCM
1024
Nelson Capital Management
California
$6.07M -$15.6K -33 -0.3%
SIG
1025
Sky Investment Group
Connecticut
$6.06M +$998K +2,112 +20%
39 40
41
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