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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 %
GBT
1426
Grove Bank & Trust
Florida
$2.69M +$74.7K +158 +3%
BRG
1427
Bay Rivers Group
Virginia
$2.69M +$30.7K +65 +1%
SVCP
1428
Silicon Valley Capital Partners
California
$2.69M +$639K +1,352 +31%
CB
1429
Cooke & Bieler
Pennsylvania
$2.68M -$184K -390 -6%
BWM
1430
Buckley Wealth Management
Nevada
$2.68M -$50.6K -107 -2%
RA
1431
Rational Advisors
New York
$2.68M +$895K +1,893 +50%
PWM
1432
Perigon Wealth Management
California
$2.67M +$78.5K +166 +3%
PPC
1433
Park Place Capital
Alabama
$2.67M -$115K -244 -4%
CCT
1434
Chemung Canal Trust
New York
$2.67M +$81.3K +172 +3%
SXL
1435
Summit X LLC
Missouri
$2.66M -$351K -741 -12%
NC
1436
NinePointTwo Capital
California
$2.66M -$26.9K -57 -1%
GSC
1437
G&S Capital
Colorado
$2.66M -$907K -1,919 -25%
SWM
1438
Sugarloaf Wealth Management
Georgia
$2.65M +$114K +241 +4%
WA
1439
Wambolt & Associates
Colorado
$2.65M +$416K +841 +19%
VCAM
1440
Van Cleef Asset Management
Ohio
$2.64M – – –
STA
1441
Summit Trail Advisors
New York
$2.64M +$193K +409 +8%
MRCM
1442
M&R Capital Management
New Jersey
$2.64M +$53.9K +114 +2%
NAS
1443
Nicolet Advisory Services
Wisconsin
$2.63M +$1.3M +2,533 +97%
HI
1444
Handelsinvest Investeringsforvaltning
Denmark
$2.63M -$1.35M -2,865 -34%
RIA
1445
Richwood Investment Advisors
Ohio
$2.63M -$47.3K -100 -2%
BIA
1446
Bigelow Investment Advisors
Maine
$2.6M -$76.1K -161 -3%
ARC
1447
Advisor Resource Council
Texas
$2.59M +$1.98M +3,793 +320%
HVM
1448
Harvest Volatility Management
Connecticut
$2.58M -$152K -324 -6%
IC
1449
Inscription Capital
Texas
$2.56M +$49.6K +105 +2%
DA
1450
Dover Advisors
Virginia
$2.55M +$597K +1,263 +30%
56 57
58
59 60