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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 %
IAIM
1626
International Assets Investment Management
Florida
$1.83M -$132M -279,467 -99%
GIM
1627
Groesbeck Investment Management
New Jersey
$1.82M -$94.5K -200 -5%
LFA
1628
Legacy Financial Advisors
Kentucky
$1.82M -$164K -347 -8%
AFG
1629
Atomi Financial Group
New York
$1.82M +$1.82M +3,845 New
HCM
1630
Highview Capital Management
Illinois
$1.82M -$144K -305 -7%
MAG
1631
MRA Advisory Group
New Jersey
$1.81M -$29.8K -63 -2%
TA
1632
TKG Advisors
Indiana
$1.81M -$477K -1,009 -21%
HCM
1633
HMS Capital Management
Tennessee
$1.81M -$207K -437 -10%
MA
1634
MONECO Advisors
Connecticut
$1.81M +$1.2M +2,531 +196%
HFM
1635
Hartford Financial Management
Connecticut
$1.8M -$945 -2 -0.1%
IA
1636
IFG Advisory
Georgia
$1.8M -$93.1K -197 -5%
AWA
1637
Alta Wealth Advisors
Massachusetts
$1.79M +$185K +391 +12%
CG
1638
CFO4Life Group
Texas
$1.79M +$49.2K +104 +3%
FFBTD
1639
First Financial Bank - Trust Division
Ohio
$1.78M +$54.8K +116 +3%
RBC
1640
Romano Brothers & Co
Illinois
$1.78M +$39.2K +83 +2%
SC
1641
Sierra Capital
Florida
$1.77M +$2.84K +6 +0.2%
AIM
1642
AHL Investment Management
Florida
$1.77M +$1.77M +3,745 New
SIA
1643
Strategic Investment Advisors
Michigan
$1.77M +$97.8K +207 +6%
GFP
1644
Gryphon Financial Partners
Ohio
$1.76M -$9.93K -21 -0.6%
NW
1645
Naviter Wealth
Arkansas
$1.76M +$307K +650 +21%
CIAS
1646
Capital Investment Advisory Services
North Carolina
$1.75M -$62.9K -133 -3%
MFA
1647
Mayflower Financial Advisors
Massachusetts
$1.74M +$40.2K +85 +2%
AWCI
1648
Alpine Woods Capital Investors
New York
$1.73M +$473 +1 +0%
FG
1649
Fiduciary Group
Georgia
$1.73M +$33.6K +71 +2%
RIM
1650
Redwood Investment Management
Arizona
$1.73M +$688K +1,455 +66%
64 65
66
67 68