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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 %
SIP
1676
Scott Investment Partners
United Kingdom
$1.65M – – –
PCM
1677
Parsons Capital Management
Rhode Island
$1.65M +$318K +672 +24%
KFI
1678
Key Financial Inc
Pennsylvania
$1.65M +$94.5K +200 +6%
LFA
1679
Laraway Financial Advisors
Minnesota
$1.65M -$69.9K -148 -4%
OCM
1680
One Capital Management
California
$1.65M +$638K +1,351 +63%
PGWM
1681
Parisi Gray Wealth Management
New Jersey
$1.65M -$1.39M -2,950 -46%
LJAC
1682
L.J. Altfest & Co
New York
$1.65M +$769K +1,627 +87%
WCM
1683
Washburn Capital Management
Florida
$1.65M -$260K -550 -14%
PFMU
1684
Privium Fund Management (UK)
United Kingdom
$1.65M +$1.65M +3,500 New
WIA
1685
Westbourne Investment Advisors
Maryland
$1.64M -$78K -165 -5%
BFO
1686
Boston Family Office
Massachusetts
$1.64M +$94.1K +199 +6%
ICM
1687
IMS Capital Management
Oregon
$1.63M +$69.5K +147 +4%
OC
1688
Oakworth Capital
Alabama
$1.63M – – –
LCWP
1689
Legacy Capital Wealth Partners
Arkansas
$1.62M +$1.62M +3,438 New
PI
1690
Pettee Investors
Connecticut
$1.62M -$10.4K -22 -0.6%
LWCFA
1691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.62M – – –
KTC
1692
Kistler-Tiffany Companies
Pennsylvania
$1.61M -$13.7K -29 -0.8%
LPT
1693
Legacy Private Trust
Wisconsin
$1.61M -$371K -785 -19%
CG
1694
Corundum Group
Colorado
$1.61M -$161K -340 -9%
HA
1695
Herold Advisors
New York
$1.61M +$60K +127 +4%
IGWM
1696
ICA Group Wealth Management
Colorado
$1.6M +$171K +362 +12%
AC
1697
Allstate Corporation
Illinois
$1.6M -$19.5M -41,326 -92%
EWM
1698
Evermay Wealth Management
Virginia
$1.6M +$19.4K +41 +1%
DW
1699
Domani Wealth
Pennsylvania
$1.6M +$5.2K +11 +0.3%
VIM
1700
Vista Investment Management
Pennsylvania
$1.6M -$2.84K -6 -0.2%
66 67
68
69 70