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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 %
KC
1826
Kingfisher Capital
North Carolina
$1.32M +$1.89K +4 +0.1%
DWM
1827
Drive Wealth Management
Utah
$1.31M +$59.1K +125 +5%
GA
1828
GraniteShares Advisors
New York
$1.31M -$79.9K -169 -6%
GPA
1829
Garrison Point Advisors
California
$1.31M -$20.8K -44 -2%
SFWA
1830
Summit Financial Wealth Advisors
Louisiana
$1.31M -$11.8K -25 -0.9%
CB
1831
Cadence Bank
Mississippi
$1.31M -$12.3K -26 -0.9%
PFA
1832
Pure Financial Advisors
California
$1.3M +$7.56K +16 +0.6%
CA
1833
Cornerstone Advisory
Maryland
$1.3M +$120K +254 +10%
EWA
1834
EverSource Wealth Advisors
Alabama
$1.3M -$233K -493 -15%
SWMG
1835
Signature Wealth Management Group
Georgia
$1.3M -$75.1K -159 -5%
D
1836
Diversified
Delaware
$1.3M +$29.3K +62 +2%
CIM
1837
CIM Investment Management
Pennsylvania
$1.3M +$100K +212 +8%
OHWA
1838
Oak Hill Wealth Advisors
Virginia
$1.3M -$13.2K -28 -1%
TCWM
1839
Total Clarity Wealth Management
Illinois
$1.29M +$1.42K +3 +0.1%
GWCM
1840
Godshalk Welsh Capital Management
Pennsylvania
$1.29M -$70.9K -150 -5%
MW
1841
MBL Wealth
North Carolina
$1.29M +$60.5K +128 +5%
MA
1842
MJP Associates
Connecticut
$1.29M +$37.3K +79 +3%
CFCI
1843
Comprehensive Financial Consultants Institutional
Indiana
$1.28M +$2.36K +5 +0.2%
DSA
1844
Droms Strauss Advisors
Missouri
$1.28M – – –
TFP
1845
Tilia Fiduciary Partners
North Carolina
$1.28M -$6.62K -14 -0.5%
AMCA
1846
Arthur M. Cohen & Associates
Illinois
$1.28M +$70.9K +150 +6%
CC
1847
Codex Capital
New York
$1.28M – – –
CBT
1848
CoreFirst Bank & Trust
Kansas
$1.28M +$52K +110 +4%
CIM
1849
Caldwell Investment Management
Ontario, Canada
$1.27M -$1.62M -3,431 -56%
EWM
1850
Endurance Wealth Management
Rhode Island
$1.27M – – –
72 73
74
75 76