UNH icon

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 %
PI
1601
PFG Investments
New York
$1.95M +$1.95M +4,132 New
SCI
1602
S&CO Inc
Massachusetts
$1.95M – – –
LKIM
1603
Lawson Kroeker Investment Management
Nebraska
$1.95M +$1.95M +4,116 New
BCM
1604
Bayesian Capital Management
New York
$1.94M +$1.94M +4,100 New
DS
1605
DRW Securities
Illinois
$1.93M +$1.93M +4,082 New
AWE
1606
Avidian Wealth Enterprises
Texas
$1.93M -$55.3K -117 -3%
EWM
1607
Empirical Wealth Management
Washington
$1.92M +$138K +293 +8%
CNFG
1608
Creegan & Nassoura Financial Group
New Hampshire
$1.92M – – –
AO
1609
Advisor OS
Illinois
$1.91M +$15.1K +32 +0.8%
AWM
1610
Ameliora Wealth Management
Switzerland
$1.91M -$168K -356 -8%
NWM
1611
Northcape Wealth Management
New York
$1.89M +$207K +438 +12%
VFM
1612
Viking Fund Management
North Dakota
$1.89M – – –
WP
1613
Waycross Partners
Kentucky
$1.89M – – –
HFA
1614
Harbert Fund Advisors
Alabama
$1.89M +$709K +1,500 +60%
MUAMU
1615
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.89M -$1.42M -3,000 -43%
ARMT
1616
Amica Retiree Medical Trust
Rhode Island
$1.87M +$251K +531 +16%
FBFS
1617
First Business Financial Services
Wisconsin
$1.86M +$38.3K +81 +2%
CCA
1618
Cobblestone Capital Advisors
New York
$1.86M -$33.1K -70 -2%
RW
1619
Rede Wealth
Virginia
$1.85M -$1.42K -3 -0.1%
BWA
1620
BDO Wealth Advisors
Florida
$1.84M -$9.45K -20 -0.5%
AIM
1621
AMI Investment Management
Indiana
$1.84M -$163K -344 -8%
SMC
1622
Smith, Moore & Co
Missouri
$1.84M -$417K -882 -18%
FCA
1623
FinTrust Capital Advisors
South Carolina
$1.84M – – –
KA
1624
Kozak & Associates
Colorado
$1.83M -$249K -527 -12%
HCCM
1625
Hudson Canyon Capital Management
New York
$1.83M -$10.4K -22 -0.6%
63 64
65
66 67