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 %
ACM
1101
Alcosta Capital Management
California
$5.2M -$1.6M -3,376 -23%
PL
1102
Plancorp LLC
Missouri
$5.2M -$13.7K -29 -0.3%
OCM
1103
Olstein Capital Management
New York
$5.2M +$1.54M +3,250 +42%
SFS
1104
Stiles Financial Services
Minnesota
$5.19M +$56.7K +120 +1%
TAM
1105
Trust Asset Management
Texas
$5.17M +$159K +337 +3%
PM
1106
Prosight Management
Texas
$5.17M +$2.8M +5,935 +119%
CC
1107
Constitution Capital
Connecticut
$5.16M +$65.7K +139 +1%
CAM
1108
Centre Asset Management
New York
$5.15M +$81.3K +172 +2%
CAL
1109
Capital Analysts LLC
Pennsylvania
$5.14M +$85.5K +181 +2%
AAS
1110
Ameritas Advisory Services
Nebraska
$5.13M -$2.14M -4,458 -29%
NB
1111
NBT Bank
New York
$5.11M -$301K -637 -6%
JC
1112
JB Capital
Connecticut
$5.1M +$255K +539 +5%
KTM
1113
Keeler Thomas Management
Utah
$5.08M -$1.77M -3,749 -26%
PA
1114
Procyon Advisors
Connecticut
$5.07M +$258K +545 +5%
GLR
1115
Great Lakes Retirement
Ohio
$5.06M +$147K +311 +3%
GW
1116
GW & Wade
Massachusetts
$5.06M +$147K +311 +3%
EGM
1117
Engineers Gate Manager
New York
$5.02M +$4.19M +8,872 +508%
MWA
1118
Meridian Wealth Advisors
Texas
$5.01M +$117K +248 +2%
CGL
1119
Clarius Group LLC
Washington
$4.99M -$497K -1,051 -9%
WPP
1120
Whalerock Point Partners
Rhode Island
$4.98M +$298K +630 +6%
LA
1121
Lindenwold Advisors
Pennsylvania
$4.97M +$206K +435 +4%
BFPW
1122
BOK Financial Private Wealth
Colorado
$4.97M -$414K -876 -8%
RP
1123
Rice Partnership
Hawaii
$4.97M +$135K +286 +3%
NC
1124
NBW Capital
Massachusetts
$4.97M -$111K -235 -2%
NF
1125
Nikulski Financial
Iowa
$4.96M +$30.7K +65 +0.6%
43 44
45
46 47