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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 %
KJHP
1176
K.J. Harrison & Partners
Ontario, Canada
$4.46M +$1.43M +3,018 +47%
DAM
1177
Deltec Asset Management
New York
$4.44M +$2.36M +5,000 +114%
PVI
1178
Pine Valley Investments
New Jersey
$4.43M +$4.43M +9,271 New
RAM
1179
Riggs Asset Management
Pennsylvania
$4.42M -$128K -270 -3%
RWM
1180
Ritholtz Wealth Management
New York
$4.4M -$3.65M -7,724 -45%
WAS
1181
Wealth Advisory Solutions
Indiana
$4.39M -$362K -767 -8%
TLP
1182
Trinity Legacy Partners
Texas
$4.39M +$156K +330 +4%
JIP
1183
Jaffetilchin Investment Partners
Florida
$4.38M -$37.3K -79 -0.8%
SLG
1184
Stanley-Laman Group
Pennsylvania
$4.38M +$295K +624 +7%
V
1185
ViaWealth
Kansas
$4.35M +$59.6K +126 +1%
BONST
1186
Bank of Nova Scotia Trust
Ontario, Canada
$4.35M -$519K -1,099 -11%
SB
1187
Strategic Blueprint
Georgia
$4.34M +$143K +303 +3%
AWM
1188
Avior Wealth Management
Nebraska
$4.32M -$2.36K -5 -0.1%
QI
1189
Qtron Investments
Massachusetts
$4.29M -$389K -823 -8%
MLL
1190
Moody Lynn & Lieberson
Massachusetts
$4.28M -$58.1K -123 -1%
CAM
1191
Covenant Asset Management
New Jersey
$4.28M +$68.5K +145 +2%
SCP
1192
Sandhill Capital Partners
New York
$4.27M +$4.27M +9,028 New
CHC
1193
City Holding Co
West Virginia
$4.26M +$399K +844 +10%
DWP
1194
Daymark Wealth Partners
Ohio
$4.24M +$2.6M +5,512 +159%
OCM
1195
Orleans Capital Management
Louisiana
$4.23M -$70.9K -150 -2%
ET
1196
Equitable Trust
Tennessee
$4.23M -$1.97M -4,169 -32%
ACM
1197
Ayrshire Capital Management
Connecticut
$4.22M +$263K +556 +7%
SC
1198
SouthState Corp
Florida
$4.21M -$22.7K -48 -0.5%
Wolverine Trading
1199
Wolverine Trading
Illinois
$4.2M +$251K +534 +6%
DWM
1200
Dorchester Wealth Management
Quebec, Canada
$4.2M +$314K +665 +8%
46 47
48
49 50