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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 %
LG
1901
LaFleur & Godfrey
Michigan
$1.19M +$33.1K +70 +3%
BA
1902
Birinyi Associates
Connecticut
$1.18M +$543K +1,150 +85%
CPA
1903
Court Place Advisors
Maryland
$1.18M – – –
CFLC
1904
California First Leasing Corp
California
$1.18M – – –
VF
1905
Vista Finance
Missouri
$1.18M +$370K +784 +46%
C
1906
Certuity
Florida
$1.17M +$30.7K +65 +3%
CWP
1907
CFM Wealth Partners
Texas
$1.17M +$33.6K +71 +3%
PMA
1908
Prudent Man Advisors
Illinois
$1.17M -$5.67K -12 -0.5%
HBT
1909
Heartland Bank & Trust
Illinois
$1.16M -$1.69M -3,585 -59%
WAAG
1910
Wealth Alliance Advisory Group
Kansas
$1.16M +$34K +72 +3%
TAM
1911
Townsend Asset Management
North Carolina
$1.16M -$2.84K -6 -0.2%
BFS
1912
Bard Financial Services
Connecticut
$1.16M – – –
SWP
1913
Summit Wealth Partners
Florida
$1.16M – – –
Verition Fund Management
1914
Verition Fund Management
Connecticut
$1.16M -$663K -1,403 -36%
SOAMC
1915
Spirit of America Management Corp
New York
$1.16M -$35.4K -75 -3%
LSPW
1916
Lake Street Private Wealth
Illinois
$1.16M -$334K -706 -22%
AWAG
1917
ARS Wealth Advisors Group
Florida
$1.15M -$58.1K -123 -5%
WMP
1918
Wealth Management Partners
Arizona
$1.15M +$209K +443 +22%
BHIC
1919
Bassett Hargrove Investment Counsel
Delaware
$1.15M -$11.8K -25 -1%
KCM
1920
KRS Capital Management
Michigan
$1.15M +$117K +247 +11%
BIM
1921
Baldwin Investment Management
Pennsylvania
$1.14M -$50.6K -107 -4%
WAM
1922
Weinberger Asset Management
California
$1.14M +$1.89K +4 +0.2%
PFA
1923
Professional Financial Advisors
Nebraska
$1.14M +$152K +299 +15%
RP
1924
Riverwater Partners
Wisconsin
$1.14M +$137K +289 +14%
SIG
1925
Sargent Investment Group
Maryland
$1.14M +$30.1K +61 +3%
75 76
77
78 79