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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 %
BCM
1576
Brasada Capital Management
Texas
$2.04M +$119K +251 +6%
PP
1577
PDS Planning
Ohio
$2.04M +$554K +1,172 +37%
HCM
1578
Hollencrest Capital Management
California
$2.04M +$903K +1,911 +80%
RA
1579
RiverPark Advisors
New York
$2.03M +$612K +1,296 +43%
MWM
1580
Marion Wealth Management
Pennsylvania
$2.03M +$168K +356 +9%
BFA
1581
Beaumont Financial Advisors
Massachusetts
$2.03M -$21.7K -46 -1%
CA
1582
Claro Advisors
Massachusetts
$2.02M +$73.7K +156 +4%
SWA
1583
Stratos Wealth Advisors
Ohio
$2.02M +$13.2K +28 +0.7%
DRD
1584
Dennis R. Delaney
$2.02M +$58.6K +124 +3%
CT
1585
Columbia Trust
Oregon
$2.01M -$391K -827 -16%
TFA
1586
Teamwork Financial Advisors
Texas
$2.01M -$2.45M -5,182 -55%
CGA
1587
Crescent Grove Advisors
Illinois
$2M +$4.25K +9 +0.2%
OL
1588
Optas LLC
Texas
$2M +$80.3K +170 +4%
TSWM
1589
Triangle Securities Wealth Management
North Carolina
$2M -$82.7K -175 -4%
BFA
1590
Brendel Financial Advisors
New Hampshire
$1.99M -$47.3K -100 -2%
IIM
1591
Intact Investment Management
Quebec, Canada
$1.98M +$898K +1,900 +83%
WCA
1592
Waratah Capital Advisors
Ontario, Canada
$1.98M +$1.37M +2,890 +221%
UAML
1593
US Asset Management LLC
Pennsylvania
$1.98M -$8.03K -17 -0.4%
VFPI
1594
Vantage Financial Partners (Illinois)
Illinois
$1.97M +$177K +375 +10%
OA
1595
Oak Associates
Ohio
$1.97M -$1.46M -3,081 -42%
RHP
1596
Royal Harbor Partners
Texas
$1.96M +$12.8K +27 +0.7%
CWA
1597
Core Wealth Advisors
Florida
$1.96M +$451K +955 +30%
CFA
1598
Cahill Financial Advisors
Minnesota
$1.96M +$27.4K +58 +1%
PMG
1599
ProVise Management Group
Florida
$1.96M +$1.15M +2,429 +142%
MFG
1600
Menard Financial Group
Texas
$1.95M -$216K -457 -10%
62 63
64
65 66