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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 %
AAIM
1951
Asset Advisors Investment Management
Georgia
$1.1M – – –
SAM
1952
Secure Asset Management
Michigan
$1.1M +$69K +146 +7%
UCI
1953
Uncommon Cents Investing
Wisconsin
$1.09M -$14.2K -30 -1%
VBFP
1954
Valtinson Bruner Financial Planning
Minnesota
$1.09M -$4.25K -9 -0.4%
FCFC
1955
First Commonwealth Financial Corp
Pennsylvania
$1.09M -$12.8K -27 -1%
NB
1956
Nicolet Bankshares
Wisconsin
$1.09M -$21.7K -46 -2%
ACM
1957
Allred Capital Management
Texas
$1.08M +$52K +110 +5%
GWS
1958
Glassman Wealth Services
Virginia
$1.08M -$1.08M -2,279 -50%
MA
1959
MCF Advisors
Kentucky
$1.08M +$87K +184 +9%
BFA
1960
Buttonwood Financial Advisors
Maryland
$1.08M -$21.3K -45 -2%
RWA
1961
Ropes Wealth Advisors
Massachusetts
$1.08M -$72.8K -154 -6%
CA
1962
Centerpoint Advisors
Massachusetts
$1.06M -$126K -267 -11%
ECG
1963
Edge Capital Group
Georgia
$1.05M -$267K -565 -20%
PWM
1964
Prentice Wealth Management
New York
$1.05M -$473 -1 -0%
CC
1965
Copperleaf Capital
North Carolina
$1.05M +$10.9K +23 +1%
CRI
1966
Colonial River Investments
Virginia
$1.05M -$89.8K -190 -8%
PNC
1967
Park National Corp
Ohio
$1.05M -$23.6K -50 -2%
SC
1968
Saturna Capital
Washington
$1.05M +$203K +429 +24%
SIAG
1969
Safeguard Investment Advisory Group
California
$1.05M +$9.45K +20 +0.9%
BA
1970
Bluesphere Advisors
Pennsylvania
$1.04M +$52K +110 +5%
QPW
1971
Quantum Private Wealth
Florida
$1.04M -$22.7K -48 -2%
OWA
1972
One Wealth Advisors
California
$1.04M +$184K +390 +22%
FC
1973
Forte Capital
New York
$1.03M +$12.8K +27 +1%
AAG
1974
Armstrong Advisory Group
Massachusetts
$1.03M -$6.62K -14 -0.6%
PMFA
1975
Plante Moran Financial Advisors
Michigan
$1.03M -$27.9K -59 -3%
77 78
79
80 81