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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 %
WIM
1926
Westside Investment Management
California
$1.14M -$66.6K -141 -6%
AWA
1927
Aaron Wealth Advisors
Illinois
$1.14M +$139K +295 +14%
VCM
1928
Vivaldi Capital Management
Illinois
$1.13M -$90.3K -191 -7%
AA
1929
Alta Advisers
United Kingdom
$1.13M – – –
EFL
1930
ERn Financial LLC
Wisconsin
$1.13M +$15.6K +33 +1%
PAM
1931
Peak Asset Management
Colorado
$1.13M +$39.2K +83 +4%
SHFA
1932
SC&H Financial Advisors
Maryland
$1.13M +$15.1K +32 +1%
PWM
1933
Paulson Wealth Management
Illinois
$1.13M +$21.3K +45 +2%
PIA
1934
Pinion Investment Advisors
Kansas
$1.12M -$134K -284 -11%
LA
1935
LVW Advisors
New York
$1.12M -$29.8K -63 -3%
IP
1936
Investment Partners
Ohio
$1.11M +$1.89K +4 +0.2%
MTIC
1937
Missouri Trust & Investment Company
Missouri
$1.11M -$41.6K -88 -4%
NSAM
1938
North Star Asset Management
Wisconsin
$1.11M -$11.8K -25 -1%
IP
1939
Ignite Planners
California
$1.11M -$22.7K -44 -2%
DBT
1940
Dubuque Bank & Trust
Iowa
$1.11M +$359K +759 +48%
FCA
1941
FLC Capital Advisors
California
$1.11M – – –
CWA
1942
Cornerstone Wealth Advisors
Minnesota
$1.11M -$2.84K -6 -0.3%
ESB
1943
Essex Savings Bank
Connecticut
$1.11M -$12.3K -26 -1%
GFA
1944
Gallagher Fiduciary Advisors
Illinois
$1.11M +$1.11M +2,343 New
RWM
1945
RKL Wealth Management
Pennsylvania
$1.11M -$42.5K -90 -4%
FCM
1946
Fortis Capital Management
Washington
$1.11M +$40.2K +85 +4%
FFA
1947
Founders Financial Alliance
North Carolina
$1.11M -$126K -252 -10%
CIA
1948
Cladis Investment Advisory
Montana
$1.1M – – –
JGGDR
1949
JGP Global Gestao de Recursos
Brazil
$1.1M -$721K -1,251 -40%
NRWA
1950
North Ridge Wealth Advisors
Oregon
$1.1M +$1.1M +2,330 New
76 77
78
79 80