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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 %
UAM
1126
Unison Asset Management
Florida
$4.95M +$459K +972 +10%
SFA
1127
Souders Financial Advisors
Ohio
$4.94M +$24.6K +52 +0.5%
WCM
1128
Weik Capital Management
Pennsylvania
$4.94M +$656K +1,389 +15%
CFGS
1129
Concourse Financial Group Securities
Alabama
$4.92M +$217K +460 +5%
BONH
1130
Bank of New Hampshire
New Hampshire
$4.88M -$81.8K -173 -2%
DA
1131
Duality Advisers
Florida
$4.87M +$1.03M +2,190 +27%
TC
1132
Trium Capital
United Kingdom
$4.86M +$137K +289 +3%
IB
1133
Intrust Bank
Kansas
$4.85M -$52.9K -112 -1%
TVWM
1134
Tower View Wealth Management
Wisconsin
$4.84M -$2.36K -5 -0%
TFS
1135
Thoroughbred Financial Services
Tennessee
$4.84M -$1.73M -3,660 -26%
RI
1136
Redwood Investments
Massachusetts
$4.84M -$1.71M -3,617 -26%
DPIM
1137
Duff & Phelps Investment Management
Illinois
$4.84M +$47.3K +100 +1%
EA
1138
Eclectic Associates
California
$4.81M +$13.7K +29 +0.3%
DLG
1139
Daniel L. Goodwin
$4.81M – – –
MSAM
1140
Moloney Securities Asset Management
Missouri
$4.78M +$5.2K +11 +0.1%
CAG
1141
Csenge Advisory Group
Florida
$4.77M +$126K +266 +3%
BDFN
1142
Bond & Devick Financial Network
Minnesota
$4.77M +$94.5K +200 +2%
GA
1143
Gateway Advisory
New Jersey
$4.76M +$122K +259 +3%
CCG
1144
Chatham Capital Group
Georgia
$4.75M +$37.8K +80 +0.8%
WWM
1145
Western Wealth Management
Colorado
$4.75M -$79.9K -169 -2%
FNBOMD
1146
First National Bank of Mount Dora
Florida
$4.75M +$282K +596 +6%
LC
1147
Lavaca Capital
Texas
$4.7M +$709K +1,499 +18%
FGA
1148
Fortis Group Advisors
New Jersey
$4.67M +$4.67M +9,491 New
HWM
1149
Heirloom Wealth Management
Colorado
$4.66M +$4.66M +9,868 New
MCP
1150
Mirador Capital Partners
California
$4.66M -$431K -912 -8%
44 45
46
47 48