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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 %
PWS
1201
Peloton Wealth Strategists
Indiana
$4.19M -$47.3K -100 -1%
OIA
1202
Optimum Investment Advisors
Illinois
$4.19M -$176K -372 -4%
FPGT
1203
Financial Partners Group (Tennessee)
Tennessee
$4.18M -$51K -108 -1%
MYIA
1204
Mount Yale Investment Advisors
Colorado
$4.18M +$130K +276 +3%
CIA
1205
Choate Investment Advisors
Massachusetts
$4.17M +$442K +936 +12%
SCM
1206
Sitrin Capital Management
California
$4.16M -$34K -72 -0.8%
AWA
1207
Arkadios Wealth Advisors
Georgia
$4.15M +$323K +683 +8%
PT
1208
Plimoth Trust
Massachusetts
$4.15M +$30.2K +64 +0.7%
SFS
1209
Sowell Financial Services
Arkansas
$4.15M -$2.07M -4,372 -33%
BHPW
1210
Beverly Hills Private Wealth
California
$4.15M +$660K +1,396 +19%
LBWM
1211
Left Brain Wealth Management
Illinois
$4.14M +$22.1K +45 +0.5%
TCA
1212
Trifecta Capital Advisors
Illinois
$4.14M +$76.6K +162 +2%
RWA
1213
River Wealth Advisors
Pennsylvania
$4.14M +$387K +818 +10%
HIP
1214
Harrell Investment Partners
Texas
$4.13M +$291K +614 +8%
QT
1215
Quantbot Technologies
New York
$4.12M +$1.67M +3,536 +68%
PS
1216
Pensionfund Sabic
Netherlands
$4.11M -$567K -1,200 -12%
MCC
1217
Money Concepts Capital
Florida
$4.11M -$1.35M -2,790 -25%
BIMC
1218
Benson Investment Management Company
Virginia
$4.11M – – –
BCM
1219
Becker Capital Management
Oregon
$4.1M +$242K +513 +6%
KA
1220
Kerrisdale Advisers
Florida
$4.09M – – –
BSC
1221
Brown Shipley & Co
United Kingdom
$4.09M +$4.09M +8,648 New
MMPW
1222
Mitchell McLeod Pugh & Williams
Alabama
$4.08M -$34K -72 -0.8%
RCM
1223
Regency Capital Management
Hawaii
$4.07M +$1.55M +3,270 +61%
EBT
1224
Enterprise Bank & Trust
Massachusetts
$4.05M -$114K -241 -3%
FMB
1225
Field & Main Bank
Kentucky
$4.03M +$2.36K +5 +0.1%
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