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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 %
FNBOH
1876
First National Bank of Hutchinson
Kansas
$1.24M +$458K +970 +59%
KPWG
1877
KFA Private Wealth Group
Virginia
$1.23M +$25.5K +54 +2%
CHP
1878
Cable Hill Partners
Oregon
$1.23M -$244K -516 -17%
Financial Engines Advisors
1879
Financial Engines Advisors
California
$1.23M -$340K -719 -22%
WCM
1880
Washington Capital Management
Washington
$1.23M -$37.8K -80 -3%
TPW
1881
Transatlantique Private Wealth
New York
$1.23M +$115K +244 +10%
ETIA
1882
Epic Trust Investment Advisors
Washington
$1.23M +$387K +819 +46%
WC
1883
Westhampton Capital
North Carolina
$1.22M +$14.2K +30 +1%
AR
1884
Apeiron RIA
Texas
$1.22M +$9.47K +20 +0.8%
TNBTD
1885
Trustmark National Bank Trust Department
Mississippi
$1.22M -$1.06M -2,242 -46%
TF
1886
TLWM Financial
Texas
$1.22M -$7.09K -15 -0.6%
BOPW
1887
Brandywine Oak Private Wealth
Pennsylvania
$1.22M -$26K -55 -2%
SJIM
1888
St. Johns Investment Management
Florida
$1.21M +$15.1K +32 +1%
QWM
1889
QP Wealth Management
New Jersey
$1.21M -$500K -1,059 -29%
SW
1890
SteelPeak Wealth
California
$1.21M +$295K +625 +32%
WBCM
1891
Wilson & Boucher Capital Management
California
$1.21M +$45.8K +97 +4%
KWM
1892
Kolinsky Wealth Management
New Jersey
$1.2M +$22.7K +48 +2%
CC
1893
Centiva Capital
New York
$1.2M +$1.14M +2,408 +1,797%
MAC
1894
Mason & Associates (California)
California
$1.2M -$7.09K -15 -0.6%
NERM
1895
New England Research & Management
Illinois
$1.2M +$782K +1,655 +189%
PFBT
1896
Parkside Financial Bank & Trust
Missouri
$1.2M -$191K -404 -14%
GA
1897
GoalVest Advisory
New York
$1.2M +$63.3K +134 +6%
HCM
1898
Hodges Capital Management
Texas
$1.19M +$109K +339 +10%
OWA
1899
Opal Wealth Advisors
New York
$1.19M +$8.03K +17 +0.7%
WWM
1900
WT Wealth Management
Arizona
$1.19M +$25.5K +54 +2%
74 75
76
77 78