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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 %
RWM
1076
RBA Wealth Management
California
$5.49M +$122K +258 +2%
IMC Chicago
1077
IMC Chicago
Illinois
$5.48M +$5.48M +11,587 New
BTWM
1078
Baker Tilly Wealth Management
Wisconsin
$5.47M +$7.09K +15 +0.1%
BOC
1079
Barbara Oil Co
Illinois
$5.43M – – –
WANY
1080
Wealthspire Advisors (New York)
New York
$5.42M -$1.78M -3,775 -25%
PH
1081
Pinnacle Holdings
Oklahoma
$5.41M -$8.03K -17 -0.1%
BWM
1082
Bulltick Wealth Management
Florida
$5.4M +$3.11M +6,587 +136%
NIM
1083
Northeast Investment Management
Massachusetts
$5.4M -$78K -165 -1%
CA
1084
Clearstead Advisors
Ohio
$5.38M +$483K +1,022 +10%
CI
1085
Cigna Investments
Connecticut
$5.38M -$105K -223 -2%
SW
1086
SlateStone Wealth
Florida
$5.37M -$25.5K -54 -0.5%
FMAEN1
1087
Fund Management at Engine No 1
California
$5.36M +$494K +1,046 +10%
PTC
1088
Private Trust Company
Ohio
$5.33M -$204K -432 -4%
TAM
1089
Thematics Asset Management
France
$5.32M +$580K +1,227 +12%
GGI
1090
GPM Growth Investors
Michigan
$5.3M +$7.56K +16 +0.1%
ACM
1091
Aljian Capital Management
Nevada
$5.27M +$83.6K +177 +2%
RIM
1092
Reliant Investment Management
Tennessee
$5.27M -$828K -1,753 -14%
PA
1093
PFG Advisors
Arizona
$5.26M +$501K +1,060 +11%
QCG
1094
Quadrant Capital Group
Ohio
$5.26M +$225K +477 +4%
CCM
1095
Canal Capital Management
Virginia
$5.26M +$428K +906 +9%
CBTWT
1096
Community Bank & Trust (Waco, Texas)
Texas
$5.25M -$367K -776 -7%
SRC
1097
Shufro Rose & Co
New York
$5.24M -$11.8M -24,921 -69%
GAG
1098
GM Advisory Group
New York
$5.24M +$617K +1,306 +13%
AG
1099
AIA Group
Hong Kong
$5.23M -$680K -1,439 -12%
IWC
1100
Integrated Wealth Concepts
Massachusetts
$5.21M -$882K -1,866 -14%
42 43
44
45 46