UNH icon

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 %
AP
1026
Americana Partners
Texas
$6.05M -$302K -640 -5%
JWBC
1027
J.W. Burns & Co
New York
$6.05M +$215K +455 +4%
WFI
1028
West Family Investments
California
$6.05M +$104K +221 +2%
BWL
1029
Bogart Wealth LLC
Virginia
$6.02M +$640K +1,354 +12%
CPA
1030
Capital Planning Advisors
California
$6M -$85.1K -180 -1%
GAM
1031
Gotham Asset Management
New York
$5.99M +$823K +1,741 +16%
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$5.99M -$120K -253 -2%
CUAMC
1033
China Universal Asset Management Company
China
$5.98M -$662K -1,400 -10%
MFS
1034
Mirabella Financial Services
United Kingdom
$5.98M +$5.97M +365,900 +91,475%
BI
1035
Ballast Inc
Kentucky
$5.93M +$73.7K +156 +1%
SIM
1036
Seaview Investment Managers
Florida
$5.93M +$503K +1,064 +9%
TPA
1037
Trivium Point Advisory
Connecticut
$5.92M +$161K +341 +3%
LAM
1038
Lynch Asset Management
Pennsylvania
$5.91M +$236K +500 +4%
LAM
1039
Lountzis Asset Management
Pennsylvania
$5.9M +$387K +819 +7%
CWM
1040
CMH Wealth Management
New Hampshire
$5.89M +$195K +412 +3%
UF
1041
Univest Financial
Pennsylvania
$5.88M +$688K +1,456 +13%
RDWM
1042
Red Door Wealth Management
Tennessee
$5.86M +$118K +250 +2%
WCF
1043
West Coast Financial
California
$5.86M -$128K -271 -2%
JRP
1044
Jasper Ridge Partners
California
$5.85M – – –
SIM
1045
Stratos Investment Management
Ohio
$5.82M +$130K +276 +2%
AF
1046
Arrow Financial
New York
$5.81M +$13.2K +28 +0.2%
FB
1047
Fulton Bank
Pennsylvania
$5.81M +$5.67K +12 +0.1%
B
1048
Bellecapital
Switzerland
$5.8M +$314K +664 +6%
ROC
1049
Running Oak Capital
Minnesota
$5.8M -$173K -366 -3%
JAM
1050
JCIC Asset Management
Ontario, Canada
$5.8M +$13.7K +29 +0.2%
40 41
42
43 44