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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 %
9WM
1651
9258 Wealth Management
Ohio
$1.73M -$67.1K -142 -4%
FWA
1652
FOCUS Wealth Advisors
Texas
$1.73M -$21.3K -45 -1%
MCI
1653
MRP Capital Investments
Georgia
$1.73M -$194K -411 -10%
FWA
1654
FSM Wealth Advisors
Ohio
$1.72M -$56.2K -119 -3%
IFS
1655
Ifrah Financial Services
Arkansas
$1.72M -$103K -217 -6%
XS
1656
XR Securities
Illinois
$1.72M +$1.72M +3,635 New
WKWM
1657
Walter & Keenan Wealth Management
Indiana
$1.71M -$353K -746 -17%
JSL
1658
JT Stratford LLC
Georgia
$1.7M -$501K -1,060 -23%
FIM
1659
Freedom Investment Management
Connecticut
$1.7M +$246K +520 +17%
KA
1660
KLCM Advisors
Wisconsin
$1.69M +$107K +227 +7%
MCCP
1661
Mission Creek Capital Partners
California
$1.69M -$114K -242 -6%
AJ
1662
Ashburton (Jersey)
Jersey
$1.69M +$602K +1,273 +55%
III
1663
Independent Investors Inc
New York
$1.68M – – –
PA
1664
Paralel Advisors
Colorado
$1.68M +$44.4K +94 +3%
GB
1665
Goepper Burkhardt
South Carolina
$1.68M -$12.8K -27 -0.8%
HS
1666
Horan Securities
United States
$1.68M -$4.25K -9 -0.3%
QC
1667
Quent Capital
New York
$1.68M +$1.89K +4 +0.1%
NP
1668
Nilsine Partners
Colorado
$1.67M +$1.67M +3,544 New
LCM
1669
Leisure Capital Management
California
$1.67M +$15.1K +32 +0.9%
LPIC
1670
LeJeune Puetz Investment Counsel
Michigan
$1.67M -$3.31K -7 -0.2%
AWM
1671
Aries Wealth Management
Maine
$1.67M +$22.2K +47 +1%
AI
1672
AXS Investments
New York
$1.67M -$168K -356 -9%
IPAM
1673
ICICI Prudential Asset Management
India
$1.67M +$1.67M +3,525 New
KMWM
1674
Keudell/Morrison Wealth Management
Oregon
$1.66M -$8.98K -19 -0.5%
HCM
1675
Hall Capital Management
Rhode Island
$1.66M +$59.5K +126 +4%
65 66
67
68 69