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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 %
CHAM
1251
Clear Harbor Asset Management
Connecticut
$3.81M +$224K +475 +6%
BS
1252
Bessemer Securities
New York
$3.8M -$638K -1,350 -14%
FLI
1253
Family Legacy Inc
South Carolina
$3.79M +$180K +380 +5%
CAM
1254
Cypress Asset Management
Texas
$3.77M +$528K +1,117 +16%
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$3.76M -$36.9K -78 -1%
WP
1256
WealthShield Partners
North Carolina
$3.74M +$924K +1,956 +33%
MPAM
1257
Murphy Pohlad Asset Management
Minnesota
$3.74M -$52K -110 -1%
CCFP
1258
Charles Carroll Financial Partners
Massachusetts
$3.74M +$191K +405 +5%
SA
1259
Strategic Advisors
New York
$3.73M -$6.14K -13 -0.2%
UHC
1260
Union Heritage Capital
Michigan
$3.73M – – –
FTDI
1261
First Trust Direct Indexing
Massachusetts
$3.73M -$43.5K -92 -1%
CL
1262
Choreo LLC
Illinois
$3.73M +$2.06M +4,361 +124%
NHT
1263
New Hampshire Trust
New Hampshire
$3.72M -$406K -859 -10%
AF
1264
Affiance Financial
Minnesota
$3.71M -$19.9K -42 -0.5%
WBC
1265
West Branch Capital
Massachusetts
$3.71M -$3.31K -7 -0.1%
NA
1266
Nordwand Advisors
Pennsylvania
$3.71M -$4.98M -10,542 -57%
HWM
1267
Hohimer Wealth Management
Washington
$3.7M +$238K +503 +7%
JFGIW
1268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69M +$813K +1,721 +28%
GP
1269
Greenline Partners
New York
$3.68M +$294K +622 +9%
BOSSRA
1270
B.O.S.S. Retirement Advisors
Utah
$3.68M +$244K +516 +7%
BW
1271
Bison Wealth
Georgia
$3.68M -$53.3K -109 -1%
OTPPB
1272
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.68M -$89.8K -190 -2%
CDH
1273
Charles D. Hyman
$3.68M +$74.7K +158 +2%
LC
1274
Legacy CG
Texas
$3.67M +$273K +577 +8%
CWAG
1275
Compton Wealth Advisory Group
Virginia
$3.65M -$26.5K -56 -0.7%
49 50
51
52 53