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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 %
KWA
1526
KCS Wealth Advisory
California
$2.25M -$20.8K -44 -0.9%
FP
1527
Financial Perspectives
Minnesota
$2.25M +$945 +2 +0%
WPC
1528
Wedmont Private Capital
Pennsylvania
$2.25M -$694K -1,347 -24%
HA
1529
Harfst & Associates
Wyoming
$2.24M -$3.78K -8 -0.2%
VT
1530
Vise Technologies
New York
$2.24M +$233K +492 +12%
GKFF
1531
George Kaiser Family Foundation
Oklahoma
$2.23M +$2.23M +4,724 New
ACM
1532
Ashford Capital Management
Delaware
$2.23M +$161K +340 +8%
ISL
1533
Ingalls & Snyder LLC
New York
$2.23M -$10.9K -23 -0.5%
IA
1534
IFP Advisors
Florida
$2.22M -$1.09M -6,625 -33%
SIA
1535
SkyView Investment Advisors
New Jersey
$2.22M -$165K -350 -7%
MFG
1536
Monte Financial Group
Connecticut
$2.22M +$1.54M +3,263 +228%
SEC
1537
Seven Eight Capital
New York
$2.21M +$815K +1,725 +58%
CA
1538
Continuum Advisory
Idaho
$2.21M -$85.5K -181 -4%
MG
1539
Mather Group
Illinois
$2.21M -$246K -520 -10%
CAAS
1540
Capital Asset Advisory Services
Michigan
$2.2M +$156K +330 +8%
TIA
1541
Trust Investment Advisors
Indiana
$2.2M +$945 +2 +0%
OC
1542
Oarsman Capital
Wisconsin
$2.18M -$473 -1 -0%
SFP
1543
Sweet Financial Partners
Minnesota
$2.18M +$780K +1,651 +56%
VFA
1544
Voya Financial Advisors
Connecticut
$2.18M -$222K -472 -9%
AFS
1545
Aft Forsyth & Sober
Florida
$2.16M – – –
VF
1546
Virtu Financial
New York
$2.16M +$2.16M +4,567 New
CAC
1547
Certified Advisory Corp
Florida
$2.16M -$59.1K -125 -3%
WA
1548
Waverly Advisors
Alabama
$2.15M +$33.1K +70 +2%
ICG
1549
InterOcean Capital Group
Tennessee
$2.15M -$20.8K -44 -1%
RWP
1550
Revolve Wealth Partners
New Jersey
$2.15M -$52.5K -111 -2%
60 61
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