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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 %
NG
1276
NatWest Group
United Kingdom
$3.65M -$3.29M -6,971 -47%
GCL
1277
Gouws Capital LLC
North Carolina
$3.64M +$238K +504 +7%
BG
1278
Bollard Group
Massachusetts
$3.63M +$7.09K +15 +0.2%
CCG
1279
Cypress Capital Group
Florida
$3.62M +$93.6K +198 +3%
IWM
1280
IHT Wealth Management
Illinois
$3.61M +$395K +835 +12%
CWM
1281
Connecticut Wealth Management
Connecticut
$3.61M -$6.14K -13 -0.2%
PSB
1282
Piscataqua Savings Bank
New Hampshire
$3.6M -$42.5K -90 -1%
FWM
1283
Forefront Wealth Management
Pennsylvania
$3.6M +$11.3K +24 +0.3%
FAP
1284
Financial Advisory Partners
Florida
$3.6M +$3.6M +7,619 New
SAG
1285
SageView Advisory Group
California
$3.57M +$2.11M +4,474 +145%
RFN
1286
RDA Financial Network
Iowa
$3.57M +$130K +276 +4%
FWP
1287
FAS Wealth Partners
Kansas
$3.56M +$27.9K +59 +0.8%
WC
1288
Wexford Capital
Florida
$3.56M +$3.27M +6,909 +1,105%
B
1289
Bensler
Washington
$3.55M -$106K -224 -3%
CNBT
1290
Canandaigua National Bank & Trust
New York
$3.54M +$3.54M +7,483 New
DI
1291
DFPG Investments
Utah
$3.53M +$942K +1,994 +36%
SCP
1292
Shorepoint Capital Partners
Massachusetts
$3.52M +$103K +218 +3%
ERIC
1293
Eagle Rock Investment Company
Georgia
$3.51M +$518K +1,096 +17%
DCM
1294
Delta Capital Management
New Jersey
$3.5M -$18.9K -40 -0.5%
RP
1295
Regal Partners
Australia
$3.49M -$236K -500 -6%
B
1296
Barings
North Carolina
$3.48M +$184K +389 +6%
FM
1297
Foster & Motley
Ohio
$3.48M -$60.5K -128 -2%
CG
1298
Cutler Group
California
$3.45M +$2.99M +6,337 +653%
HIM
1299
Harbour Investment Management
Washington
$3.45M – – –
ABP
1300
Arthur B. Page
$3.44M -$39.7K -84 -1%
50 51
52
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