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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 %
WAM
1776
WealthTrust Asset Management
Florida
$1.42M -$117K -248 -8%
TA
1777
Tiedemann Advisors
New York
$1.42M +$8.98K +19 +0.6%
GWM
1778
Gitterman Wealth Management
New Jersey
$1.42M +$196K +414 +16%
JCM
1779
Jacobi Capital Management
Pennsylvania
$1.42M +$346K +732 +32%
LFM
1780
LGT Fund Management
Liechtenstein
$1.42M -$7.21M -15,260 -84%
SACTSONJ
1781
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.42M – – –
PCH
1782
PGIM Custom Harvest
New Jersey
$1.42M -$410K -867 -22%
LCM
1783
LVM Capital Management
Michigan
$1.41M – – –
ZIG
1784
Zullo Investment Group
Pennsylvania
$1.41M +$4.73K +10 +0.3%
DCM
1785
Davidson Capital Management
Texas
$1.41M +$108K +229 +8%
SI
1786
Scharf Investments
California
$1.41M +$333K +704 +31%
AGA
1787
Accuvest Global Advisors
Utah
$1.41M +$1.41M +2,973 New
WE
1788
Wealth Effects
Massachusetts
$1.4M -$147K -311 -9%
MIFH
1789
Migdal Insurance & Financial Holdings
Israel
$1.4M – – –
EFSCE
1790
Enterprise Financial Services Corp (EFSC)
Missouri
$1.4M -$59.5K -126 -4%
PWP
1791
Phillips Wealth Planners
Mississippi
$1.4M -$10.4K -21 -0.7%
MSFS
1792
Main Street Financial Solutions
Pennsylvania
$1.4M +$63.9K +135 +5%
HGERS
1793
Householder Group Estate & Retirement Specialist
Arizona
$1.39M -$60K -127 -4%
CC
1794
Commons Capital
Massachusetts
$1.39M -$23.6K -50 -2%
TWM
1795
Tolleson Wealth Management
Texas
$1.39M -$9.45K -20 -0.7%
ATC
1796
Adirondack Trust Company
New York
$1.39M -$7.56K -16 -0.5%
CIC
1797
Crawford Investment Counsel
Georgia
$1.39M +$227K +480 +20%
PAMG
1798
Patton Albertson Miller Group
Tennessee
$1.38M -$4.73K -10 -0.3%
GCA
1799
Genesee Capital Advisors
New York
$1.38M -$26K -55 -2%
IAS
1800
Insigneo Advisory Services
Florida
$1.37M +$63.8K +135 +5%
70 71
72
73 74