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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 %
DR
1051
Davis Rea
Ontario, Canada
$5.79M +$2.5M +5,281 +76%
GC
1052
Globeflex Capital
California
$5.79M -$44.9K -95 -0.8%
IAN
1053
Integrated Advisors Network
Texas
$5.78M -$842K -1,781 -13%
AC
1054
Arjuna Capital
North Carolina
$5.78M -$1.91M -4,048 -25%
DSC
1055
Duncker Streett & Co
Missouri
$5.76M +$90.7K +192 +2%
LSAG
1056
Lake Street Advisors Group
New Hampshire
$5.75M +$107K +227 +2%
CTC (Chicago Trading Company)
1057
CTC (Chicago Trading Company)
Illinois
$5.73M +$5.73M +12,192 New
SC
1058
Savant Capital
Illinois
$5.73M +$709K +1,501 +14%
GCM
1059
Graham Capital Management
Connecticut
$5.73M +$5.73M +12,119 New
SWK
1060
Stephen W. Kidder
$5.71M +$210K +445 +4%
KA
1061
Kintegral Advisory
New York
$5.7M -$306K -648 -5%
AAMU
1062
AEGON Asset Management (UK)
United Kingdom
$5.69M – – –
VPI
1063
Value Partners Investments
Manitoba, Canada
$5.68M -$690K -1,460 -11%
AIM
1064
Acropolis Investment Management
Missouri
$5.66M +$530K +1,121 +10%
CANC
1065
Culbertson A N & Co
Virginia
$5.65M -$61.4K -130 -1%
HIS
1066
Horizon Investment Services
Indiana
$5.59M -$282K -597 -5%
NGA
1067
Naples Global Advisors
Florida
$5.59M +$149K +315 +3%
HEIP
1068
Hudson Edge Investment Partners
New Jersey
$5.59M +$1.38M +2,913 +33%
USCWA
1069
U.S. Capital Wealth Advisors
Texas
$5.57M +$173K +367 +3%
MOS
1070
MGO One Seven
Ohio
$5.56M +$2.27M +4,793 +69%
RWP
1071
RWA Wealth Partners
Massachusetts
$5.55M +$266K +563 +5%
BA
1072
Bristlecone Advisors
Washington
$5.52M +$19.8K +42 +0.4%
PP
1073
Pegasus Partners
Wisconsin
$5.5M -$144K -304 -3%
SW
1074
Solidarity Wealth
Utah
$5.5M +$5.5M +11,632 New
MJP
1075
Michael J. Puzo
$5.49M +$110K +232 +2%
41 42
43
44 45