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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 %
LWM
1151
Laidlaw Wealth Management
New York
$4.65M +$4.73K +10 +0.1%
JWCA
1152
J.W. Coons Advisors
Ohio
$4.65M -$71.8K -152 -2%
PC
1153
Pavadi Capital
New York
$4.62M +$362K +766 +9%
IFAM
1154
Institutional & Family Asset Management
Colorado
$4.61M +$78K +165 +2%
NFC
1155
Northeast Financial Consultants
Connecticut
$4.61M -$360K -761 -7%
GEA
1156
Glen Eagle Advisors
New Jersey
$4.59M +$148K +314 +3%
BAM
1157
Berkshire Asset Management
Pennsylvania
$4.58M +$4.58M +9,699 New
HIC
1158
Holderness Investments Company
North Carolina
$4.57M +$53.9K +114 +1%
KWM
1159
Keebeck Wealth Management
Illinois
$4.57M +$231K +489 +5%
CBB
1160
Citizens Business Bank
California
$4.56M -$252K -533 -5%
DBG
1161
De Burlo Group
Massachusetts
$4.56M -$15.5M -32,775 -77%
AIMC
1162
Alley Investment Management Company
Illinois
$4.56M +$69.5K +147 +2%
LA
1163
LexAurum Advisors
Kansas
$4.54M -$7.09K -15 -0.2%
HAS
1164
HBW Advisory Services
California
$4.54M -$67.1K -142 -1%
BWS
1165
Buck Wealth Strategies
Colorado
$4.53M +$4.53M +9,586 New
BCA
1166
Bray Capital Advisors
Florida
$4.53M -$174K -369 -4%
TCCM
1167
Timber Creek Capital Management
Massachusetts
$4.53M -$35K -74 -0.8%
MCP
1168
Martin Capital Partners
Oregon
$4.53M +$179K +378 +4%
IHL
1169
Investment House LLC
California
$4.51M – – –
NFG
1170
Nations Financial Group
Iowa
$4.5M -$841K -1,779 -16%
GWM
1171
GDS Wealth Management
Texas
$4.49M +$422K +894 +10%
TP
1172
Tranquility Partners
Tennessee
$4.49M +$25.5K +54 +0.6%
OCBCO
1173
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.49M +$863K +1,826 +24%
PPW
1174
PACK Private Wealth
Minnesota
$4.49M – – –
WSFS
1175
Wilmington Savings Fund Society
Delaware
$4.48M -$125K -264 -3%
45 46
47
48 49