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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 %
RIA
1801
Regal Investment Advisors
Michigan
$1.37M +$95.5K +202 +7%
CFP
1802
Catalyst Financial Partners
Massachusetts
$1.37M +$99.7K +211 +8%
BBNA
1803
Bremer Bank National Association
Minnesota
$1.37M -$58.6K -124 -4%
SIC
1804
Samalin Investment Counsel
New York
$1.37M -$11.3K -24 -0.8%
HI
1805
Humankind Investments
New York
$1.37M +$120K +253 +10%
TRIA
1806
Trail Ridge Investment Advisors
Colorado
$1.37M -$127K -268 -8%
RGI
1807
River Global Investors
United Kingdom
$1.37M -$47.2K -100 -3%
SCM
1808
Stevens Capital Management
Pennsylvania
$1.37M +$699K +1,480 +105%
MAWA
1809
Moss Adams Wealth Advisors
Washington
$1.36M -$111K -235 -8%
IBOK
1810
Independence Bank of Kentucky
Kentucky
$1.36M +$541K +1,145 +66%
EGA
1811
E&G Advisors
Texas
$1.36M -$1.41M -2,994 -51%
WGCA
1812
Wolf Group Capital Advisors
Virginia
$1.36M -$158K -334 -10%
TIA
1813
Tiemann Investment Advisors
California
$1.36M -$29.3K -62 -2%
CWM
1814
Cahaba Wealth Management
Georgia
$1.36M +$2.36K +5 +0.2%
EI
1815
Ellevest Inc
New York
$1.35M -$257K -544 -16%
CP
1816
Covenant Partners
Tennessee
$1.35M – – –
LMKC
1817
L.M. Kohn & Company
Ohio
$1.35M +$60K +127 +5%
IMOV
1818
Investment Management of Virginia
Virginia
$1.35M -$69.9K -148 -5%
SMA
1819
Sage Mountain Advisors
Georgia
$1.34M +$542K +1,146 +67%
KCM
1820
Kathmere Capital Management
Pennsylvania
$1.34M +$288K +610 +27%
TCM
1821
Tandem Capital Management
New Jersey
$1.33M – – –
ACM
1822
Absolute Capital Management
Pennsylvania
$1.33M +$551K +1,166 +71%
FW
1823
FirstPurpose Wealth
Utah
$1.32M +$28.4K +60 +2%
SW
1824
StrongBox Wealth
Missouri
$1.32M +$359K +759 +37%
PCM
1825
Pennsylvania Capital Management
Pennsylvania
$1.32M +$25.5K +54 +2%
71 72
73
74 75