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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 %
RCWM
1326
Royal Capital Wealth Management
Indiana
$3.24M -$120K -255 -4%
FFM
1327
Forum Financial Management
Illinois
$3.24M +$62.9K +133 +2%
O
1328
Ossiam
France
$3.23M +$490K +1,037 +18%
NP
1329
NorthRock Partners
Minnesota
$3.23M -$430K -909 -12%
FHA
1330
First Horizon Advisors
Tennessee
$3.23M -$260K -551 -7%
JWM
1331
Jessup Wealth Management
Ohio
$3.22M -$4.81M -10,182 -60%
GC
1332
Gratus Capital
Georgia
$3.21M -$1.33M -2,823 -29%
RMC
1333
Resources Management Corp
Connecticut
$3.21M -$2.28M -4,833 -42%
ACS
1334
Archford Capital Strategies
Illinois
$3.2M +$174K +342 +6%
SP
1335
SWS Partners
Ohio
$3.19M +$3.19M +6,754 New
CCM
1336
Condor Capital Management
New Jersey
$3.19M -$18.4K -39 -0.6%
SC
1337
Sepio Capital
Utah
$3.17M -$181K -383 -5%
PWAM
1338
Pinnacle West Asset Management
Wyoming
$3.17M +$3.17M +6,705 New
BPCA
1339
Bank Pictet & Cie (Asia)
Singapore
$3.16M -$1.09M -2,316 -26%
WCM
1340
Wunderlich Capital Managemnt
Tennessee
$3.15M -$473 -1 -0%
PFA
1341
Pathway Financial Advisers
Indiana
$3.13M -$30.8K -65 -1%
LWMM
1342
Legacy Wealth Management (Mississippi)
Mississippi
$3.12M – – –
CWM
1343
Chemistry Wealth Management
New York
$3.12M -$28.4K -60 -0.9%
MFG
1344
Merit Financial Group
Georgia
$3.11M -$148K -313 -5%
NME
1345
Notis-McConarty Edward
$3.11M +$44K +93 +1%
DGAM
1346
Desjardins Global Asset Management
Quebec, Canada
$3.1M -$770K -1,630 -20%
CP
1347
CenterBook Partners
Connecticut
$3.1M +$619K +1,309 +25%
DCM
1348
Decatur Capital Management
Georgia
$3.09M -$587K -1,242 -16%
SFS
1349
Strategic Financial Services
New York
$3.09M -$30.7K -65 -1%
EWM
1350
Elmwood Wealth Management
California
$3.08M -$7.56K -16 -0.2%
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