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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 %
SWM
1726
SeaCrest Wealth Management
New York
$1.53M -$6.14K -13 -0.4%
IA
1727
IAM Advisory
Pennsylvania
$1.53M -$739K -1,564 -33%
KP
1728
Keel Point
Alabama
$1.53M -$63.3K -134 -4%
CCG
1729
Ceeto Capital Group
Florida
$1.53M +$47.3K +100 +3%
BWM
1730
BigSur Wealth Management
Florida
$1.52M +$13.2K +28 +0.9%
BEI
1731
Benjamin Edwards Inc
Missouri
$1.52M +$74.2K +157 +5%
IAS
1732
Investment Advisory Services
Texas
$1.52M +$49.1K +104 +3%
LB
1733
Legacy Bridge
Iowa
$1.52M -$47.3K -100 -3%
CBFP
1734
Cedar Brook Financial Partners
Ohio
$1.52M +$5.2K +11 +0.3%
CF
1735
Centaurus Financial
California
$1.51M -$279K -590 -16%
BP
1736
BBR Partners
New York
$1.51M -$19.8K -42 -1%
SI
1737
Symmetry Investments
Jersey
$1.51M +$1.51M +3,200 New
GP
1738
Geneva Partners
Wisconsin
$1.51M -$692K -1,465 -31%
AIA
1739
Alera Investment Advisors
Illinois
$1.51M -$112K -238 -7%
BFG
1740
Beacon Financial Group
Texas
$1.51M -$365K -708 -19%
PCP
1741
Proficio Capital Partners
Massachusetts
$1.5M -$59.1K -125 -4%
JSW
1742
Journey Strategic Wealth
New Jersey
$1.5M -$103K -218 -6%
CPIG
1743
Chicago Partners Investment Group
Illinois
$1.5M +$296K +606 +25%
SRSA
1744
S.R. Schill & Associates
Washington
$1.49M -$192K -407 -11%
WG
1745
Winton Group
United Kingdom
$1.49M -$514K -1,088 -26%
MFC
1746
Mechanics Financial Corp
Ohio
$1.49M – – –
CFS
1747
CRA Financial Services
New Jersey
$1.49M +$945 +2 +0.1%
LIA
1748
LS Investment Advisors
Michigan
$1.49M +$322K +682 +28%
FCB
1749
First County Bank
Connecticut
$1.48M +$156K +330 +12%
KFP
1750
KB Financial Partners
New Jersey
$1.48M +$79.9K +169 +6%
68 69
70
71 72