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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 %
RCM
1501
RB Capital Management
Nevada
$2.35M +$141K +298 +6%
JFA
1502
JNBA Financial Advisors
Minnesota
$2.35M -$8.03K -17 -0.3%
HIC
1503
Harvey Investment Company
Kentucky
$2.34M +$101K +213 +4%
DWM
1504
Darwin Wealth Management
Florida
$2.33M +$206K +407 +10%
NSIM
1505
North Star Investment Management
Illinois
$2.33M +$473K +1,001 +25%
WF
1506
Welch & Forbes
Massachusetts
$2.32M -$14.7K -31 -0.6%
CAMG
1507
CWA Asset Management Group
Florida
$2.32M -$142K -300 -6%
CSA
1508
Cottage Street Advisors
Massachusetts
$2.32M +$2.32M +4,911 New
BB
1509
Bell Bank
North Dakota
$2.32M -$60K -127 -3%
IWS
1510
Insight Wealth Strategies
California
$2.32M +$20.3K +43 +0.9%
JIC
1511
Joel Isaacson & Co
New York
$2.32M -$65.2K -138 -3%
CWMU
1512
Caliber Wealth Management (Utah)
Utah
$2.31M +$153K +324 +7%
SIAG
1513
Signet Investment Advisory Group
Rhode Island
$2.31M +$26K +55 +1%
IAS
1514
IMA Advisory Services
Colorado
$2.3M +$184K +389 +9%
LOIM
1515
Liberty One Investment Management
Illinois
$2.3M +$215K +456 +10%
CWA
1516
Consilium Wealth Advisory
Texas
$2.3M -$219K -463 -9%
AF
1517
Apexium Financial
Texas
$2.29M -$20.8K -44 -0.9%
IMCOOI
1518
Investment Management Corp of Ontario (IMCO)
Canada
$2.29M -$599K -1,267 -21%
FDS
1519
Freedom Day Solutions
Texas
$2.29M -$71.5K -152 -3%
LWM
1520
Ledge Wealth Management
Minnesota
$2.28M +$181K +382 +9%
ADIM
1521
Alpha DNA Investment Management
Maryland
$2.28M +$859K +1,818 +60%
SG
1522
StoneX Group
New York
$2.28M +$310K +655 +16%
BA
1523
Bellwether Advisors
Nebraska
$2.27M +$2.24M +4,746 +7,302%
CASB
1524
Cape Ann Savings Bank
Massachusetts
$2.27M +$35K +74 +2%
BL
1525
BFSG LLC
California
$2.26M +$74.2K +157 +3%
59 60
61
62 63