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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 %
HFM
1476
Harvest Fund Management
China
$2.45M -$609K -1,290 -20%
RA
1477
RFG Advisory
Alabama
$2.44M -$110K -232 -4%
AC
1478
Avestar Capital
New York
$2.43M -$111K -235 -4%
PBT
1479
Pictet Bank & Trust
Bahamas
$2.43M +$23.6K +50 +1%
FAIM
1480
Financial Advocates Investment Management
Washington
$2.43M -$68.5K -145 -3%
CCM
1481
Consolidated Capital Management
California
$2.43M +$112K +237 +5%
KA
1482
Kovack Advisors
Florida
$2.42M -$440K -932 -15%
DL
1483
DOHJ LLC
Washington
$2.42M -$172K -365 -7%
CCWM
1484
Cassaday & Co Wealth Management
Virginia
$2.42M +$29.3K +62 +1%
SSWM
1485
Sheets Smith Wealth Management
North Carolina
$2.41M -$729K -1,543 -23%
AWAU
1486
Alliance Wealth Advisors (Utah)
Utah
$2.41M +$92.6K +196 +4%
AG
1487
Algert Global
California
$2.41M – – –
DWM
1488
Destination Wealth Management
California
$2.4M +$10.4K +22 +0.4%
RIA
1489
Realta Investment Advisors
Delaware
$2.4M -$124K -262 -5%
CIC
1490
Cornercap Investment Counsel
Georgia
$2.4M +$1.09M +2,300 +83%
WPW
1491
Warther Private Wealth
Ohio
$2.4M +$103K +218 +4%
JWCA
1492
J.W. Cole Advisors
Florida
$2.4M +$230K +487 +11%
CWM
1493
Chesapeake Wealth Management
Virginia
$2.38M +$24.6K +52 +1%
MW
1494
Marcum Wealth
Ohio
$2.38M -$104K -221 -4%
TIMH
1495
Tilt Investment Management Holdings
New York
$2.37M +$305K +632 +15%
CCB
1496
Country Club Bank
Missouri
$2.37M +$65.8K +140 +3%
TAM
1497
Tealwood Asset Management
Minnesota
$2.37M -$434K -918 -15%
1WA
1498
180 Wealth Advisors
Washington
$2.37M -$545K -1,153 -19%
HIP
1499
HUB Investment Partners
Texas
$2.36M +$2.36M +4,986 New
WCA
1500
Waypoint Capital Advisors
Minnesota
$2.35M -$18.4K -39 -0.8%
58 59
60
61 62