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 %
HFG
1851
Heron Financial Group
New York
$1.27M +$1.27M +2,683 New
MWPCG
1852
Measured Wealth Private Client Group
New Hampshire
$1.27M -$94K -199 -7%
XF
1853
XML Financial
Maryland
$1.27M +$21.9K +47 +2%
MWM
1854
MinichMacGregor Wealth Management
New York
$1.27M -$25.5K -54 -2%
LOIP
1855
Live Oak Investment Partners
Texas
$1.27M -$1.42M – –
PIA
1856
Perennial Investment Advisors
California
$1.26M +$175K +370 +16%
BOS
1857
Bank of Stockton
California
$1.26M -$21.3K -45 -2%
WC
1858
Waterloo Capital
Texas
$1.26M +$1.26M +2,667 New
IIC
1859
Ironwood Investment Counsel
Arizona
$1.26M +$67.1K +142 +6%
SAM
1860
Simplify Asset Management
Nevada
$1.26M -$2.52M -5,335 -67%
WAG
1861
Wallace Advisory Group
California
$1.26M +$392K +830 +45%
ACA
1862
Atlas Capital Advisors
Wyoming
$1.26M -$4.25K -9 -0.3%
FCM
1863
Fourpath Capital Management
Oklahoma
$1.25M -$25.5K -54 -2%
EIP
1864
Ellis Investment Partners
Pennsylvania
$1.25M +$106K +224 +9%
EFG
1865
Everhart Financial Group
Ohio
$1.25M -$57.7K -122 -4%
KIC
1866
Kensington Investment Counsel
California
$1.25M -$14.7K -31 -1%
CSB
1867
City State Bank
Iowa
$1.25M +$473K +1,000 +61%
6F
1868
626 Financial
Michigan
$1.25M +$26.5K +56 +2%
WMA
1869
West Michigan Advisors
Michigan
$1.25M +$660K +1,397 +112%
PCIG
1870
Partners Capital Investment Group
Massachusetts
$1.25M +$1.25M +2,637 New
CW
1871
CIC Wealth
Maryland
$1.25M +$2.36K +5 +0.2%
NHC
1872
Nicholas Hoffman & Company
Georgia
$1.24M +$32.1K +68 +3%
RTC
1873
Riverview Trust Company
Washington
$1.24M -$49.6K -105 -4%
VLC
1874
Van Leeuwen & Company
New Jersey
$1.24M -$323K -683 -21%
MFP
1875
Meridian Financial Partners
Virginia
$1.24M +$12.6K +25 +1%
73 74
75
76 77