UNH icon

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 %
Jacobs Levy Equity Management
1751
Jacobs Levy Equity Management
New Jersey
$1.47M -$3.23M -6,830 -69%
NWM
1752
NEIRG Wealth Management
Massachusetts
$1.47M +$14.2K +30 +1%
CA
1753
Cambridge Advisors
Nebraska
$1.47M -$11.8K -25 -0.8%
MFA
1754
Millington Financial Advisors
Illinois
$1.47M -$27.9K -59 -2%
GFS
1755
GYL Financial Synergies
Connecticut
$1.47M +$327K +691 +29%
IFWM
1756
Institute for Wealth Management
Colorado
$1.46M -$104K -220 -7%
AWM
1757
Accurate Wealth Management
Florida
$1.46M -$1.18M -2,282 -45%
VCM
1758
Virtue Capital Management
Tennessee
$1.46M -$93.2K -193 -6%
SF
1759
Symphony Financial
Texas
$1.46M -$45.2K -96 -3%
DFA
1760
Delta Financial Advisors
Louisiana
$1.46M -$18.4K -39 -1%
TCOT
1761
Trust Company of Toledo
Ohio
$1.45M -$11.3K -24 -0.8%
CWC
1762
Carolinas Wealth Consulting
North Carolina
$1.45M +$59.5K +126 +4%
ACMA
1763
Arbor Capital Management (Alaska)
Alaska
$1.45M +$54.6K +106 +4%
BAMG
1764
Brand Asset Management Group
Missouri
$1.44M -$61.9K -131 -4%
GA
1765
Geller Advisors
New York
$1.44M +$231K +488 +19%
BWM
1766
BCGM Wealth Management
Indiana
$1.44M -$70.9K -150 -5%
FNWM
1767
Financial Network Wealth Management
Utah
$1.44M – – –
YC
1768
Yarbrough Capital
Tennessee
$1.44M – – –
SSWM
1769
Smith Salley Wealth Management
North Carolina
$1.44M +$30.2K +64 +2%
SHGA
1770
Sand Hill Global Advisors
California
$1.43M – – –
SIC
1771
Sterling Investment Counsel
New York
$1.43M +$55.8K +118 +4%
RIL
1772
Rothschild Investment LLC
Illinois
$1.43M +$5.2K +11 +0.4%
HC
1773
HNP Capital
New York
$1.43M – – –
VRM
1774
Vectors Research Management
New York
$1.43M – – –
HFM
1775
Hartford Funds Management
Pennsylvania
$1.43M +$133K +282 +10%
69 70
71
72 73