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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 %
CAM
1376
Carret Asset Management
New York
$2.93M +$5.2K +11 +0.2%
BCM
1377
Birch Capital Management
Texas
$2.92M – – –
PWMG
1378
Prestige Wealth Management Group
New Jersey
$2.92M +$1.3M +2,759 +80%
EHWM
1379
Eads & Heald Wealth Management
Georgia
$2.92M -$26.5K -56 -0.9%
RCAG
1380
Rehmann Capital Advisory Group
Michigan
$2.91M -$57.2K -121 -2%
FCM
1381
Fairbanks Capital Management
California
$2.91M +$154K +326 +6%
CCT
1382
Capital City Trust
Florida
$2.91M +$81.3K +172 +3%
BFW
1383
Brady Family Wealth
Missouri
$2.9M +$2.84K +6 +0.1%
HIC
1384
Hartline Investment Corp
Illinois
$2.9M -$207K -439 -7%
SF
1385
Summit Financial
New Jersey
$2.9M +$96.4K +204 +3%
JCM
1386
Jag Capital Management
Missouri
$2.89M -$8.98M -19,008 -76%
BMWM
1387
Brown Miller Wealth Management
Virginia
$2.88M -$16.1K -34 -0.6%
FBT
1388
First Bankers Trust
Kentucky
$2.88M +$284K +600 +11%
SIM
1389
Studio Investment Management
Illinois
$2.88M -$177K -374 -6%
PWPS
1390
Pinnacle Wealth Planning Services
Ohio
$2.88M +$473 +1 +0%
NCM
1391
Northside Capital Management
Oregon
$2.87M -$18.4K -39 -0.6%
FFS
1392
Founders Financial Securities
Maryland
$2.87M +$251K +532 +10%
SFG
1393
SevenBridge Financial Group
Pennsylvania
$2.87M -$31.7K -67 -1%
SWP
1394
Strategic Wealth Partners
Ohio
$2.87M -$29.3K -62 -1%
CWG
1395
Cornerstone Wealth Group
North Carolina
$2.86M -$1.89M -4,005 -40%
AIA
1396
Affinity Investment Advisors
California
$2.86M -$1.43M -3,016 -33%
AIA
1397
AIMZ Investment Advisors
California
$2.86M -$1.89K -4 -0.1%
CFM
1398
Capricorn Fund Managers
United Kingdom
$2.85M +$140K +300 +5%
MLM
1399
Mount Lucas Management
Pennsylvania
$2.85M +$107K +226 +4%
T
1400
TCWP
Ohio
$2.81M -$203K -430 -7%
54 55
56
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