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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 %
FA
1551
Fiduciary Alliance
South Carolina
$2.15M -$706K -1,494 -25%
MP
1552
McDonald Partners
Ohio
$2.15M +$85.1K +180 +4%
SS
1553
Sunbelt Securities
Texas
$2.15M -$86.5K -184 -4%
SIA
1554
Soltis Investment Advisors
Utah
$2.14M +$17K +36 +0.8%
MFS
1555
Monetta Financial Services
Illinois
$2.13M -$709K -1,500 -25%
ACL
1556
Applied Capital LLC
Florida
$2.12M -$11.3K -24 -0.5%
KF
1557
Krilogy Financial
Missouri
$2.12M +$715K +1,514 +51%
SAM
1558
Sabadell Asset Management
Spain
$2.12M – – –
CWM
1559
Circle Wealth Management
New Jersey
$2.11M – – –
CWM
1560
Cordatus Wealth Management
Pennsylvania
$2.1M -$945 -2 -0%
ICP
1561
Interchange Capital Partners
Pennsylvania
$2.1M +$1.58M +3,333 +304%
WA
1562
WP Advisors
California
$2.1M +$40.2K +85 +2%
AW
1563
Alaethes Wealth
Nevada
$2.1M +$120K +253 +6%
OAM
1564
Oak Asset Management
California
$2.1M – – –
MFG
1565
MidWestOne Financial Group
Iowa
$2.1M +$236K +500 +13%
AL
1566
Aspiriant LLC
California
$2.1M -$48.7K -103 -2%
SIA
1567
Schear Investment Advisers
Ohio
$2.09M +$38.8K +82 +2%
FFG
1568
Frisch Financial Group
New York
$2.08M +$17.5K +37 +0.8%
PL
1569
Parkwood LLC
Ohio
$2.06M +$2.06M +4,363 New
AWP
1570
Accretive Wealth Partners
New Jersey
$2.06M +$20.8K +44 +1%
BIA
1571
Benchmark Investment Advisors
Illinois
$2.05M -$103K -218 -5%
CFO
1572
Callan Family Office
Pennsylvania
$2.05M +$1.14M +2,418 +125%
PCS
1573
Personal CFO Solutions
New Jersey
$2.05M -$20.3K -43 -1%
WR
1574
WD Rutherford
Oregon
$2.05M -$14.2K -30 -0.7%
REMPR
1575
Roof Eidam Maycock Peralta (REMP)
California
$2.04M -$81.3K -172 -4%
61 62
63
64 65