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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 %
SIM
1451
Sterling Investment Management
Arizona
$2.55M +$468K +991 +22%
LFP
1452
Leeward Financial Partners
Washington
$2.55M +$92.2K +195 +4%
FMLI
1453
Fukoku Mutual Life Insurance
Japan
$2.54M -$271K -574 -10%
LWM
1454
Lyell Wealth Management
California
$2.54M -$233K -492 -8%
GWANC
1455
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.54M +$77.5K +164 +3%
AWA
1456
Arete Wealth Advisors
Illinois
$2.53M +$84.6K +179 +3%
APP
1457
Avantax Planning Partners
Iowa
$2.53M -$285K -603 -10%
MWM
1458
Modera Wealth Management
New Jersey
$2.52M +$27.4K +58 +1%
CS
1459
Cannell & Spears
New York
$2.51M +$31.7K +67 +1%
PA
1460
Paragon Advisors
Texas
$2.51M +$807K +1,709 +47%
AHC
1461
Anderson Hoagland & Co
Missouri
$2.51M +$2.51M +5,312 New
PCM
1462
Palouse Capital Management
Washington
$2.51M -$263K -557 -10%
MIC
1463
Means Investment Company
Maine
$2.5M +$3.78K +8 +0.2%
SFP
1464
Shepherd Financial Partners
Massachusetts
$2.5M -$611K -1,293 -20%
ST
1465
Smithfield Trust
Pennsylvania
$2.5M -$77.8K -165 -3%
MFG
1466
Magnus Financial Group
New York
$2.49M +$91.7K +194 +4%
FI
1467
Fosun International
China
$2.49M +$1.77M +3,744 +246%
NFG
1468
Northeast Financial Group
Pennsylvania
$2.49M +$128K +256 +5%
EP
1469
Eudaimonia Partners
Tennessee
$2.48M -$1.26M -2,664 -34%
FCP
1470
Fidelis Capital Partners
Florida
$2.48M +$1.03M +2,075 +70%
BHB
1471
Bank Hapoalim BM
Israel
$2.48M -$384K -813 -13%
RFM
1472
Royal Fund Management
Florida
$2.46M -$49.6K -105 -2%
NL
1473
NVWM LLC
Pennsylvania
$2.46M -$434K -919 -15%
T
1474
TOBAM
France
$2.45M +$39.7K +84 +2%
MCM
1475
Manchester Capital Management
Vermont
$2.45M +$83.2K +176 +4%
57 58
59
60 61