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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 %
RSWM
1401
Robertson Stephens Wealth Management
California
$2.81M +$22.7K +48 +0.8%
SFO
1402
Stokes Family Office
Louisiana
$2.81M -$352K -745 -11%
CWM
1403
Centric Wealth Management
Illinois
$2.81M +$66.6K +141 +2%
NCGI
1404
Next Century Growth Investors
Minnesota
$2.8M -$64.7K -137 -2%
PWP
1405
Perfromance Wealth Partners
Illinois
$2.8M +$622K +1,316 +29%
WP
1406
WealthSource Partners
California
$2.8M -$44K -93 -2%
VA
1407
Valmark Advisers
Ohio
$2.8M +$177K +374 +7%
LSA
1408
L & S Advisors
California
$2.79M -$4.94M -10,455 -64%
WA
1409
Wealth Alliance
New York
$2.79M -$263K -556 -9%
RPC
1410
Rossmore Private Capital
Connecticut
$2.79M -$255K -540 -8%
AF
1411
Alerus Financial
North Dakota
$2.79M -$76.1K -161 -3%
GWSG
1412
GPS Wealth Strategies Group
Colorado
$2.78M +$2.78M +5,886 New
HF
1413
HRT Financial
New York
$2.77M +$2.77M +5,864 New
LWA
1414
Lineweaver Wealth Advisors
Ohio
$2.76M +$239K +504 +9%
GL
1415
Graypoint LLC
New York
$2.76M +$611K +1,292 +28%
MF
1416
Magnetar Financial
Illinois
$2.75M +$2.75M +5,829 New
BC
1417
Brookfield Corp
Ontario, Canada
$2.74M -$1.39M -2,934 -34%
CCM
1418
Cox Capital Management
Massachusetts
$2.74M -$43.5K -92 -2%
MIC
1419
MU Investments Company
Japan
$2.74M -$141K -300 -5%
Capstone Investment Advisors
1420
Capstone Investment Advisors
New York
$2.73M +$2.73M +5,781 +578,100%
CCP
1421
Cunning Capital Partners
North Carolina
$2.73M – – –
GCMG
1422
Gyroscope Capital Management Group
Florida
$2.72M +$662K +1,400 +32%
ST
1423
Somerset Trust
Pennsylvania
$2.72M -$26K -55 -0.9%
NED
1424
Nancy E. Dempze
$2.72M +$26K +55 +1%
PRWA
1425
Platte River Wealth Advisors
Colorado
$2.7M -$79.9K -169 -3%
55 56
57
58 59