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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 %
Nomura Holdings
1301
Nomura Holdings
Japan
$3.44M -$9.02M -19,089 -72%
PWP
1302
Principle Wealth Partners
Connecticut
$3.44M +$266K +562 +8%
RAM
1303
Roanoke Asset Management
New Jersey
$3.44M -$2.36K -5 -0.1%
AFA
1304
Abacus FCF Advisors
Florida
$3.41M +$701K +1,484 +26%
PIP
1305
Peachtree Investment Partners
Florida
$3.39M -$447K -946 -12%
RB
1306
Renasant Bank
Mississippi
$3.39M -$253K -536 -7%
TNA
1307
True North Advisors
Texas
$3.39M – – –
AG
1308
Advocate Group
Minnesota
$3.35M -$12.8K -27 -0.4%
MMA
1309
Miracle Mile Advisors
California
$3.35M -$269K -570 -7%
MLFP
1310
MPS Loria Financial Planners
Illinois
$3.34M +$52K +110 +2%
AC
1311
Abbrea Capital
California
$3.34M +$26.5K +56 +0.8%
SLWA
1312
San Luis Wealth Advisors
California
$3.34M +$400K +846 +14%
HI
1313
Harbour Investments
Wisconsin
$3.34M +$5.67K +12 +0.2%
PPWP
1314
Proquility Private Wealth Partners
Nevada
$3.33M -$77.5K -164 -2%
WI
1315
WrapManager Inc
California
$3.33M -$8.98K -19 -0.3%
LCM
1316
Landscape Capital Management
New Jersey
$3.32M +$3.32M +7,020 New
BWM
1317
BNC Wealth Management
Oregon
$3.31M +$13.2K +28 +0.4%
LCM
1318
Legato Capital Management
California
$3.3M +$184K +389 +6%
TA
1319
Townsend & Associates
Colorado
$3.29M -$1.09M -2,215 -25%
MWM
1320
Mattern Wealth Management
Kansas
$3.28M -$225K -476 -6%
VBCG
1321
Valley Brook Capital Group
Pennsylvania
$3.27M -$80.8K -171 -2%
TCA
1322
Transcend Capital Advisors
New Jersey
$3.27M +$447K +946 +16%
GDP
1323
Great Diamond Partners
Maine
$3.27M -$107K -226 -3%
DDC
1324
DF Dent & Co
Maryland
$3.27M +$148K +314 +5%
BB
1325
Berkshire Bank
Massachusetts
$3.26M +$44.4K +94 +1%
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