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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 %
BCA
1701
Bay Colony Advisors
Massachusetts
$1.59M -$55.9K -119 -3%
DWM
1702
Defined Wealth Management
Oregon
$1.59M – – –
DA
1703
Doliver Advisors
Texas
$1.59M -$209K -442 -12%
NFA
1704
Northern Financial Advisors
Michigan
$1.59M -$23.2K -49 -1%
LTI
1705
Laffer Tengler Investments
Tennessee
$1.59M +$234K +495 +17%
MHS
1706
M Holdings Securities
Oregon
$1.59M -$564K -1,193 -26%
NL
1707
NWAM LLC
Washington
$1.59M -$19.4K -41 -1%
BIC
1708
Beach Investment Counsel
Pennsylvania
$1.58M -$8.04M -17,018 -84%
BWP
1709
Baldwin Wealth Partners
Massachusetts
$1.58M -$29.3K -62 -2%
WAP
1710
Wealthcare Advisory Partners
Pennsylvania
$1.57M -$290K -614 -16%
WCM
1711
Whitener Capital Management
North Carolina
$1.57M +$69.5K +147 +5%
FMWA
1712
Forvis Mazars Wealth Advisors
Missouri
$1.56M +$70.9K +150 +5%
FFA
1713
Farther Finance Advisors
California
$1.56M +$1.12M +2,374 +254%
IF
1714
Intrua Financial
Texas
$1.56M +$13.3K +27 +0.9%
FG
1715
Foster Group
Iowa
$1.56M +$127K +268 +9%
CPR
1716
CSU Producer Resources
Ohio
$1.56M – – –
HAIM
1717
Hunter Associates Investment Management
Pennsylvania
$1.56M -$147K -310 -9%
CWS
1718
Confluence Wealth Services
Pennsylvania
$1.56M +$304K +644 +24%
TWI
1719
Thomas White International
Illinois
$1.55M +$3.78K +8 +0.2%
SI
1720
Shaker Investments
Ohio
$1.54M -$1.51M -3,193 -49%
PA
1721
Prossimo Advisors
California
$1.54M +$28.8K +61 +2%
PTP
1722
Platform Technology Partners
New York
$1.54M +$9.93K +21 +0.7%
LF
1723
Lee Financial
Texas
$1.53M -$751K -1,590 -33%
PCI
1724
Planning Center Inc
Illinois
$1.53M -$16.8K -32 -1%
JHCP
1725
Jackson Hole Capital Partners
Oklahoma
$1.53M +$1.13M +2,385 +279%
67 68
69
70 71