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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 %
FHA
1351
Flagship Harbor Advisors
Massachusetts
$3.08M +$172K +363 +6%
SVWAG
1352
Sound View Wealth Advisors Group
Georgia
$3.08M +$135K +286 +5%
SIM
1353
Sentry Investment Management
Wisconsin
$3.05M -$243K -514 -7%
VHAM
1354
Van Hulzen Asset Management
California
$3.05M +$1.23M +2,605 +68%
PAM
1355
Paradigm Asset Management
New York
$3.05M – – –
TPM
1356
Triasima Portfolio Management
Quebec, Canada
$3.04M -$5.21M -11,018 -63%
OAM
1357
Occidental Asset Management
California
$3.04M +$35.4K +75 +1%
TSW
1358
Thompson Siegel & Walmsley
Virginia
$3.04M -$292K -617 -9%
GCP
1359
GSA Capital Partners
United Kingdom
$3.02M +$3.02M +6,394 New
PG
1360
Patten Group
Tennessee
$3.01M -$7.56K -16 -0.3%
IRAG
1361
Investment Research & Advisory Group
Georgia
$3.01M -$5.67K -12 -0.2%
TW
1362
TrinityPoint Wealth
Connecticut
$3.01M +$206K +435 +7%
MIA
1363
MMBG Investment Advisors
Florida
$2.99M +$473K +1,000 +19%
SCP
1364
Stamos Capital Partners
California
$2.99M +$2.09M +4,430 +234%
MLA
1365
My Legacy Advisors
Oregon
$2.98M -$34.5K -67 -1%
MWVC
1366
Morgens Waterfall Vintiadis & Co
New York
$2.97M +$2.92M +193,500 +5,529%
GSB
1367
Greenfield Savings Bank
Massachusetts
$2.97M -$16.1K -34 -0.5%
SEEDPG
1368
S.E.E.D. Planning Group
New York
$2.97M +$7.56K +16 +0.3%
GAM
1369
Griffin Asset Management
New York
$2.94M +$11.3K +24 +0.4%
WA
1370
Wealth Architects
California
$2.94M -$5.67K -12 -0.2%
HH
1371
Hilltop Holdings
Texas
$2.94M -$2.36M -4,985 -45%
ECM
1372
ExodusPoint Capital Management
New York
$2.94M +$2.94M +6,215 New
APWM
1373
Atlas Private Wealth Management
New York
$2.94M -$47.3K -100 -2%
SWM
1374
Sendero Wealth Management
Texas
$2.93M +$287K +607 +11%
RCIM
1375
Red Cedar Investment Management
Michigan
$2.93M +$558K +1,180 +23%
53 54
55
56 57